Tairen Capital Ltd

Position in AMD — Advanced Micro Devices Inc

CIK 1652062 HONG KONG, K3

Position in AMD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$99,393,701

+$66,763,529 QoQ

Shares Held

171,100

+6.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

8.78%

of 13F equity value

Holder Rank

#359

of 3,969 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tairen Capital Ltd holds $618,859,997 across 11 Semiconductors names. AMD ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	452,800	$216,243,696
2	AMD	Advanced Micro Devices Inc This page	171,100	$99,393,701
3	MRVL	Marvell Technology, Inc.	288,880	$86,054,463
4	INTC	Intel Corp	469,340	$65,533,944
5	QCOM	Qualcomm Inc/De	303,691	$56,119,059
6	AVGO	Broadcom Inc.	99,160	$37,457,690
7	MU	Micron Technology Inc	31,805	$36,712,193
8	SITM	SITIME Corp	12,500	$9,319,500

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,393,701	171,100	+6.7%	Shares	Sole	2026-08-13
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.