Tairen Capital Ltd

Position in AMD — Advanced Micro Devices Inc

CIK 1652062 HONG KONG, K3

Position in AMD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$32,630,172

+$22,615,371 QoQ

Shares Held

160,400

+159.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

3.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Tairen Capital Ltd holds $247,308,226 across 7 Semiconductors names. AMD ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	261,307	$88,279,956
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	162,640	$54,964,188
3	INTC	Intel Corp	852,600	$37,625,238
4	AMD	Advanced Micro Devices Inc This page	160,400	$32,630,172
5	ARM	Arm Holdings PLC /Uk	107,400	$16,247,472
6	RMBS	Rambus Inc	120,000	$10,323,600
7	NVDA	Nvidia Corp	41,500	$7,237,600

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,630,172	160,400	+159.1%	Shares	Sole	2026-05-15
2025-09-30	$10,014,801	61,900	+619.8%	Shares	Sole	2025-11-13
2025-03-31	$883,564	8,600	-99.2%	Shares	Sole	2025-05-15
2023-06-30	$120,791,417	1,060,411	+348.3%	Shares	Sole	2023-08-14
2023-03-31	$23,185,539	236,563	+87.5%	Shares	Sole	2023-05-15
2022-12-31	$8,173,520	126,193	+460.7%	Shares	Sole	2023-02-14
2022-06-30	$1,720,957	22,505	-92.0%	Shares	Sole	2022-08-15
2022-03-31	$30,744,221	281,180	+1593.1%	Shares	Sole	2022-05-16
2021-12-31	$2,389,747	16,607	-98.5%	Shares	Sole	2022-02-14
2021-06-30	$102,637,311	1,092,700	+448.3%	Shares	Sole	2021-08-16
2020-12-31	$18,278,353	199,306	-54.2%	Shares	Sole	2021-02-16
2020-09-30	$35,681,720	435,196	-61.0%	Shares	Sole	2020-11-16
2020-03-31	$50,715,020	1,115,106	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.