Tairen Capital Ltd
Top Portfolio Positions
42 positions ·
$852,852,952 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
261,307 | $88,279,956 | 10.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
162,640 | $54,964,188 | 6.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
148,200 | $42,616,392 | 5.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
67,560 | $38,653,102 | 4.53% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
54,745 | $38,472,596 | 4.51% | |
| INTC |
Intel Corp
Technology
|
852,600 | $37,625,238 | 4.41% | |
| GLW |
Corning Inc /Ny
Technology
|
270,414 | $36,768,191 | 4.31% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
516,252 | $35,776,263 | 4.19% | |
| SNDK |
Sandisk Corp
Technology
|
52,465 | $33,333,113 | 3.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
160,400 | $32,630,172 | 3.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SNAP
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,222,000 | 1,570,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,634,900 | 1,070,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,794,000 | 1,400,000 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $3,231,000 | 300,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,210,000 | 300,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,322,000 | 200,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,888,000 | 600,000 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||