Tairen Capital Ltd

13F filer · CIK 0001652062

Reported Aug 13, 2026

13F portfolio value$1.13BU.S. long equity reported on 13F

Positions43Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight73.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202643 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$216M	19.10%	0.00%	+178.4%	Q2 2017
AMDAdvanced Micro Devices Inc	$99.4M	8.78%	0.01%	+6.7%	Q1 2019
LITELumentum Holdings Inc.	$91.8M	8.11%	0.12%	+95.4%	Q1 2017
MRVLMarvell Technology, Inc.	$86.1M	7.60%	0.03%	Not reported	Q1 2021
GLWCorning Inc	$75.1M	6.64%	0.03%	+8.8%	Q1 2026
INTCIntel Corp	$65.5M	5.79%	0.01%	-45.0%	Q1 2018
QCOMQualcomm Inc	$56.1M	4.96%	0.03%	Not reported	Q2 2019
CVXChevron Corp	$52.6M	4.65%	0.02%	New	Q2 2026
HOODRobinhood Markets, Inc.	$51.4M	4.54%	0.22%	-0.6%	Q3 2024
CLSCelestica Inc	$39.4M	3.48%	0.09%	Not reported	Q1 2025
AVGOBroadcom Inc.	$37.5M	3.31%	0.00%	Not reported	Q1 2019
MUMicron Technology Inc	$36.7M	3.24%	0.00%	-87.8%	Q4 2020
BKRBaker Hughes Co	$32.4M	2.86%	0.06%	+19.6%	Q1 2026
CIENCiena Corp	$17M	1.50%	0.02%	Not reported	Q3 2024
NOKNokia Corp	$16.1M	1.43%	0.02%	Not reported	Q1 2019
TERTeradyne, Inc	$15.5M	1.37%	0.02%	-39.5%	Q2 2024
XEX-Energy, Inc.	$11.7M	1.03%	Not reported	New	Q2 2026
SLBSLB Limited	$11.6M	1.03%	0.02%	Not reported	Q1 2026
TCOMTrip.com Group Ltd	$10.9M	0.97%	0.04%	+46.3%	Q4 2019
AXTIAxt Inc	$10.1M	0.89%	0.21%	New	Q2 2026
SITMSITIME Corp	$9.32M	0.82%	0.05%	New	Q2 2026
ROOTRoot, Inc.	$8.99M	0.79%	6.81%	Not reported	Q1 2025
BABAAlibaba Group Holding Ltd	$8.45M	0.75%	0.00%	-52.4%	Q4 2015
KLICKulicke & Soffa Industries Inc	$8.4M	0.74%	0.12%	Not reported	Q2 2021
BWXTBWX Technologies, Inc.	$7.79M	0.69%	0.04%	New	Q2 2026
SMCISuper Micro Computer, Inc.	$6.99M	0.62%	0.04%	Not reported	Q3 2025
ONTOOnto Innovation Inc.	$6.62M	0.59%	0.04%	Not reported	Q3 2025
INIOInnio N.V.	$6.29M	0.56%	0.02%	New	Q2 2026
SMTCSemtech Corp	$6M	0.53%	0.04%	Not reported	Q4 2025
POETPoet Technologies Inc.	$5.55M	0.49%	0.41%	New	Q2 2026
EDUNew Oriental Education & Technology Group Inc.	$4.71M	0.42%	0.01%	-33.9%	Q2 2016
SNAPSnap Inc	$4M	0.35%	0.05%	-42.6%	Q1 2024
BIDUBaidu, Inc.	$2.99M	0.26%	Not reported	Not reported	Q1 2021
SNDKSandisk Corp	$2.74M	0.24%	0.00%	-97.7%	Q4 2025
SDRLSEADRILL Ltd	$2.33M	0.21%	0.10%	New	Q2 2026
RIGTransocean Ltd.	$2.18M	0.19%	0.04%	New	Q2 2026
VALValaris Ltd	$2.16M	0.19%	0.04%	New	Q2 2026
SMCIPSuper Micro Computer, Inc.	$1.04M	0.09%	Not reported	New	Q2 2026
ASMLAsml Holding NV	$686K	0.06%	0.00%	-98.4%	Q2 2018
UMCUnited Microelectronics Corp	$470K	0.04%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$289K	0.03%	0.00%	-99.5%	Q3 2019
LRCXLam Research Corp	$260K	0.02%	0.00%	-99.6%	Q3 2019
DDLDingdong (Cayman) Ltd	$63.7K	0.01%	Not reported	Not reported	Q1 2026
Q1 2026Reported May 15, 202643 positions
MUMicron Technology Inc	$88.3M	9.55%	0.02%	Not reported	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$55M	5.95%	0.00%	+2383.1%	Q2 2017
GOOGLAlphabet Inc.	$42.6M	4.61%	0.00%	-55.9%	Q3 2016
METAMeta Platforms, Inc.	$38.7M	4.18%	Not reported	Not reported	Q4 2015
LITELumentum Holdings Inc.	$38.5M	4.16%	0.08%	-49.0%	Q1 2017
INTCIntel Corp	$37.6M	4.07%	0.02%	+27.3%	Q1 2018
GLWCorning Inc	$36.8M	3.98%	0.03%	New	Q1 2026
HOODRobinhood Markets, Inc.	$35.8M	3.87%	0.22%	-1.9%	Q3 2024
SNDKSandisk Corp	$33.3M	3.61%	0.04%	-63.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$32.6M	3.53%	0.01%	Not reported	Q1 2019
LINLinde PLC	$30.2M	3.27%	0.01%	+45.7%	Q4 2024
LRCXLam Research Corp	$29.9M	3.24%	0.01%	Not reported	Q3 2019
BKRBaker Hughes Co	$29.8M	3.22%	0.05%	New	Q1 2026
AMATApplied Materials Inc	$29.7M	3.21%	0.01%	Not reported	Q3 2019
ASMLAsml Holding NV	$27.7M	3.00%	0.01%	+27.5%	Q2 2018
DASHDoorDash, Inc.	$27.2M	2.95%	Not reported	+346.5%	Q2 2021
BABAAlibaba Group Holding Ltd	$23.2M	2.51%	0.01%	Not reported	Q4 2015
RBLXRoblox Corp	$17.9M	1.94%	0.04%	-2.5%	Q3 2025
ARMArm Holdings PLC	$16.2M	1.76%	0.01%	New	Q1 2026
MKSIMKS Inc	$15.7M	1.70%	0.10%	New	Q1 2026
TERTeradyne, Inc	$15.7M	1.70%	0.03%	-52.9%	Q2 2024
SOLSSolstice Advanced Materials Inc.	$15.5M	1.67%	0.13%	-52.0%	Q4 2025
KEYSKeysight Technologies, Inc.	$14.2M	1.53%	0.03%	Not reported	Q3 2019
SLBSLB Limited	$12.8M	1.39%	0.02%	New	Q1 2026
COHRCoherent Corp.	$11.9M	1.29%	0.03%	-38.0%	Q3 2019
WABWestinghouse Air Brake Technologies Corp	$10.4M	1.13%	0.02%	-17.7%	Q2 2025
RMBSRambus Inc	$10.3M	1.12%	0.11%	Not reported	Q3 2025
TCOMTrip.com Group Ltd	$9.34M	1.01%	0.03%	-61.2%	Q4 2019
EDUNew Oriental Education & Technology Group Inc.	$8.79M	0.95%	0.01%	Not reported	Q2 2016
HALHalliburton Co	$7.8M	0.84%	0.02%	New	Q1 2026
PHParker-Hannifin Corp	$7.52M	0.81%	0.01%	Not reported	Q1 2025
NVDANvidia Corp	$7.24M	0.78%	0.00%	-83.3%	Q2 2016
SNAPSnap Inc	$7.22M	0.78%	0.09%	+46.7%	Q1 2024
UUnity Software Inc.	$7.22M	0.78%	0.08%	-25.9%	Q2 2023
ROOTRoot, Inc.	$7.1M	0.77%	6.81%	Not reported	Q1 2025
NDAQNasdaq, Inc.	$4.84M	0.52%	0.01%	New	Q1 2026
AEISAdvanced Energy Industries Inc	$3.37M	0.37%	0.03%	New	Q1 2026
FICOFair Isaac Corp	$3.2M	0.35%	0.01%	Not reported	Q3 2025
ENTGEntegris Inc	$1.17M	0.13%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$229K	0.02%	Not reported	-97.1%	Q4 2015
FTAIFTAI Aviation Ltd.	$203K	0.02%	0.00%	New	Q1 2026
VNETVNET Group, Inc.	$91.5K	0.01%	0.01%	Not reported	Q4 2015
DDLDingdong (Cayman) Ltd	$84.8K	0.01%	Not reported	New	Q1 2026
Q4 2025Reported Feb 17, 202659 positions
GOOGLAlphabet Inc.	$105M	10.95%	0.00%	+141.2%	Q3 2016
HOODRobinhood Markets, Inc.	$59.5M	6.19%	0.23%	+17.5%	Q3 2024
NVDANvidia Corp	$46.4M	4.83%	0.00%	-18.3%	Q2 2016
LITELumentum Holdings Inc.	$39.5M	4.11%	0.15%	+366.3%	Q1 2017
TCOMTrip.com Group Ltd	$34.7M	3.61%	0.07%	+384.5%	Q4 2019
SNDKSandisk Corp	$34M	3.54%	0.10%	New	Q4 2025
RBLXRoblox Corp	$26.3M	2.74%	0.05%	+141.2%	Q3 2025
KLACKla Corp	$25.5M	2.66%	0.02%	Not reported	Q1 2021
CLSCelestica Inc	$25.5M	2.65%	0.07%	+6900.0%	Q1 2025
SNPSSynopsys Inc	$24.8M	2.58%	0.03%	+13.5%	Q3 2019
INTCIntel Corp	$24.7M	2.57%	0.01%	+2437.9%	Q1 2018
PGRProgressive Corp	$22.7M	2.36%	0.02%	+20.3%	Q3 2024
LULUlululemon athletica inc.	$21.9M	2.28%	0.09%	Not reported	Q1 2024
TERTeradyne, Inc	$21.7M	2.26%	0.07%	+210.8%	Q2 2024
HUBSHubspot Inc	$21.3M	2.22%	0.10%	Not reported	Q1 2023
AVGOBroadcom Inc.	$20.8M	2.17%	0.00%	+328.0%	Q1 2019
SOLSSolstice Advanced Materials Inc.	$20.5M	2.14%	0.27%	New	Q4 2025
PDDPDD Holdings Inc.	$20.1M	2.09%	0.00%	+2115.0%	Q1 2019
SPOTSpotify Technology S.A.	$19.8M	2.06%	0.02%	+237.6%	Q3 2024
DDOGDatadog, Inc.	$19.7M	2.05%	0.19%	Not reported	Q4 2021
UUnity Software Inc.	$19.6M	2.04%	0.10%	+84.7%	Q2 2023
ICEIntercontinental Exchange, Inc.	$18.9M	1.97%	0.02%	New	Q4 2025
LINLinde PLC	$17.8M	1.85%	0.01%	Not reported	Q4 2024
ASMLAsml Holding NV	$17.6M	1.83%	0.00%	-56.7%	Q2 2018
ANETArista Networks, Inc.	$17M	1.77%	0.01%	Not reported	Q2 2019
SHOPShopify Inc.	$16.6M	1.73%	0.03%	+15.1%	Q2 2020
COHRCoherent Corp.	$14.9M	1.55%	0.05%	Not reported	Q3 2019
ROOTRoot, Inc.	$11.6M	1.21%	6.81%	Not reported	Q1 2025
MDBMongoDB, Inc.	$11.6M	1.21%	0.03%	Not reported	Q1 2019
VEEVVeeva Systems Inc	$11.3M	1.18%	0.03%	+542.5%	Q2 2019
HDHome Depot, Inc.	$11.3M	1.17%	0.00%	Not reported	Q1 2025
WABWestinghouse Air Brake Technologies Corp	$10.8M	1.13%	0.03%	-40.9%	Q2 2025
VRSKVerisk Analytics, Inc.	$10.8M	1.12%	0.03%	Not reported	Q3 2025
TSEMTower Semiconductor Ltd	$10.6M	1.10%	0.08%	New	Q4 2025
APPAppLovin Corp	$10.2M	1.06%	0.00%	New	Q4 2025
FIGFigma, Inc.	$9.72M	1.01%	Not reported	New	Q4 2025
CRDOCredo Technology Group Holding Ltd	$9.54M	0.99%	0.04%	Not reported	Q2 2023
DASHDoorDash, Inc.	$9.2M	0.96%	Not reported	Not reported	Q2 2021
ALABAstera Labs, Inc.	$9.19M	0.96%	0.03%	+163.6%	Q3 2024
SESea Ltd	$9.1M	0.95%	0.04%	Not reported	Q1 2020
GOOGAlphabet Inc.	$8.67M	0.90%	Not reported	-40.8%	Q4 2015
SNAPSnap Inc	$8.63M	0.90%	0.06%	-23.6%	Q1 2024
EDUNew Oriental Education & Technology Group Inc.	$8.55M	0.89%	0.01%	Not reported	Q2 2016
PHParker-Hannifin Corp	$7.38M	0.77%	0.01%	Not reported	Q1 2025
FLSFlowserve Corp	$5.55M	0.58%	0.06%	New	Q4 2025
PEverpure, Inc.	$5.36M	0.56%	0.02%	New	Q4 2025
ELEstee Lauder Companies Inc	$4.88M	0.51%	Not reported	Not reported	Q3 2019
DOCSDoximity, Inc.	$4.43M	0.46%	0.05%	-37.6%	Q2 2025
GWREGuidewire Software, Inc.	$3.62M	0.38%	0.02%	Not reported	Q1 2023
FLRFluor Corp	$3.3M	0.34%	0.05%	New	Q4 2025

Q3 2025Reported Nov 13, 202564 positions
TSLATesla, Inc.	$65M	7.02%	0.00%	Not reported	Q1 2017
HOODRobinhood Markets, Inc.	$64.1M	6.93%	0.19%	+58.1%	Q3 2024
NVDANvidia Corp	$56.8M	6.14%	0.00%	+181.3%	Q2 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$44.2M	4.78%	0.00%	-14.5%	Q2 2017
BABAAlibaba Group Holding Ltd	$43.1M	4.65%	0.00%	Not reported	Q4 2015
ASMLAsml Holding NV	$36.8M	3.98%	0.01%	Not reported	Q2 2018
GOOGLAlphabet Inc.	$33.9M	3.66%	0.00%	+112.6%	Q3 2016
MRVLMarvell Technology, Inc.	$28.1M	3.04%	0.04%	+677.6%	Q1 2021
SHWSherwin Williams Co	$28M	3.03%	0.03%	+3.0%	Q4 2024
MSFTMicrosoft Corp	$25.9M	2.80%	0.00%	+206.4%	Q3 2016
SNPSSynopsys Inc	$22.9M	2.48%	0.03%	Not reported	Q3 2019
CEGConstellation Energy Corp	$22.2M	2.40%	0.02%	New	Q3 2025
PGRProgressive Corp	$20.5M	2.21%	0.01%	+2.4%	Q3 2024
MUMicron Technology Inc	$20.3M	2.19%	0.01%	-23.9%	Q4 2020
LINLinde PLC	$19.9M	2.15%	0.01%	+297.7%	Q4 2024
FICOFair Isaac Corp	$19.5M	2.11%	0.05%	New	Q3 2025
ASAmer Sports, Inc.	$19.1M	2.07%	0.10%	-0.3%	Q4 2024
NTESNetEase, Inc.	$19.1M	2.06%	0.00%	Not reported	Q2 2016
SNOWSnowflake Inc.	$18.9M	2.04%	0.02%	-44.8%	Q3 2020
RBLXRoblox Corp	$18.7M	2.02%	0.02%	New	Q3 2025
WDCWestern Digital Corp	$18M	1.95%	0.04%	Not reported	Q3 2019
WABWestinghouse Air Brake Technologies Corp	$17.2M	1.86%	0.05%	+6891.9%	Q2 2025
TWLOTwilio Inc	$15.9M	1.72%	0.10%	+98.4%	Q1 2019
ROOTRoot, Inc.	$14.4M	1.56%	6.81%	-1.2%	Q1 2025
SHOPShopify Inc.	$13.3M	1.44%	0.02%	Not reported	Q2 2020
OKTAOkta, Inc.	$12.8M	1.38%	Not reported	+115.6%	Q2 2019
BIRKBirkenstock Holding plc	$12.5M	1.35%	0.15%	Not reported	Q4 2024
VRSKVerisk Analytics, Inc.	$12.1M	1.31%	0.03%	New	Q3 2025
DOCSDoximity, Inc.	$11.7M	1.27%	0.09%	+187.1%	Q2 2025
ONONOn Holding AG	$11.4M	1.23%	0.09%	Not reported	Q1 2024
GOOGAlphabet Inc.	$11.4M	1.23%	Not reported	-28.1%	Q4 2015
ONTOOnto Innovation Inc.	$11.2M	1.21%	0.18%	New	Q3 2025
SNAPSnap Inc	$10.8M	1.17%	0.08%	Not reported	Q1 2024
RMBSRambus Inc	$10.7M	1.16%	0.10%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$10M	1.08%	0.00%	Not reported	Q1 2019
UUnity Software Inc.	$9.62M	1.04%	0.06%	-61.7%	Q2 2023
GDSGDS Holdings Ltd	$9.33M	1.01%	0.03%	New	Q3 2025
RSGRepublic Services, Inc.	$8.63M	0.93%	0.01%	+4077.8%	Q2 2025
EDUNew Oriental Education & Technology Group Inc.	$8.24M	0.89%	0.01%	Not reported	Q2 2016
TCOMTrip.com Group Ltd	$7.5M	0.81%	0.02%	-80.1%	Q4 2019
SPOTSpotify Technology S.A.	$7.05M	0.76%	0.01%	Not reported	Q3 2024
PHParker-Hannifin Corp	$6.37M	0.69%	0.01%	Not reported	Q1 2025
QUBTQuantum Computing Inc.	$6.31M	0.68%	0.18%	New	Q3 2025
AAPLApple Inc.	$6.16M	0.67%	0.00%	-74.1%	Q4 2015
TERTeradyne, Inc	$4.97M	0.54%	0.02%	Not reported	Q2 2024
TTDTrade Desk, Inc.	$4.65M	0.50%	Not reported	Not reported	Q3 2018
AVGOBroadcom Inc.	$4.64M	0.50%	0.00%	-43.0%	Q1 2019
ALABAstera Labs, Inc.	$4.1M	0.44%	0.01%	Not reported	Q3 2024
LITELumentum Holdings Inc.	$3.74M	0.40%	0.03%	Not reported	Q1 2017
VEEVVeeva Systems Inc	$2.35M	0.25%	0.00%	-80.2%	Q2 2019

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