Tairen Capital Ltd
Tairen Capital Ltd reported 44 holdings worth US$1.13B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Tairen Capital Ltd reported 44 holdings worth US$1.13B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Advanced Micro Devices Inc and Lumentum Holdings Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$1.13B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 453K | US$216M | 19.1% |
| Advanced Micro Devices Inc | 171K | US$99.4M | 8.8% |
| Lumentum Holdings Inc. | 107K | US$91.8M | 8.1% |
| Marvell Technology, Inc. | 289K | US$86.1M | 7.6% |
| Corning Incorporated | 294K | US$75.1M | 6.6% |
| Intel Corporation | 469K | US$65.5M | 5.8% |
| Qualcomm Incorporated | 304K | US$56.1M | 5.0% |
| Chevron Corporation | 317K | US$52.6M | 4.6% |
| Robinhood Markets, Inc. | 513K | US$51.4M | 4.5% |
| Celestica Inc. | 108K | US$39.4M | 3.5% |
| Broadcom Inc. | 99,160 | US$37.5M | 3.3% |
| Micron Technology, Inc. | 31,805 | US$36.7M | 3.2% |
| Baker Hughes Company | 584K | US$32.4M | 2.9% |
| Ciena Corporation | 34,720 | US$17M | 1.5% |
| Nokia Oyj | 1.22M | US$16.1M | 1.4% |
| Teradyne, Inc. | 32,000 | US$15.5M | 1.4% |
| X-energy, Inc. | 636K | US$11.7M | 1.0% |
| Trip.com Group Ltd. | 274K | US$10.9M | 0.97% |
| Axt Inc | 140K | US$10.1M | 0.89% |
| Sitime Corporation | 12,500 | US$9.32M | 0.82% |
| Root, Inc. | 161K | US$8.99M | 0.79% |
| Kulicke And Soffa Industries, Inc. | 62,786 | US$8.4M | 0.74% |
| Bwx Technologies, Inc. | 40,000 | US$7.79M | 0.69% |
| Super Micro Computer, Inc. | 238K | US$6.99M | 0.62% |
| Onto Innovation Inc. | 17,500 | US$6.62M | 0.59% |
| Semtech Corporation | 37,100 | US$6M | 0.53% |
| Poet Technologies Inc. | 540K | US$5.55M | 0.49% |
| Snap Inc. | 901K | US$4M | 0.35% |
| Sandisk Corporation | 1,205 | US$2.74M | 0.24% |
| Seadrill Limited | 61,600 | US$2.33M | 0.21% |
| Valaris Limited | 29,800 | US$2.16M | 0.19% |
| Asml Holding Nv | 345 | US$686K | 0.06% |
| United Microelectronics Corp. | 17,270 | US$470K | 0.04% |
| Oracle Corporation | 3,067 | US$450K | 0.04% |
| Applied Materials, Inc. | 400 | US$289K | 0.03% |
| Lam Research Corporation | 600 | US$260K | 0.02% |
| Parker-hannifin Corporation | 0 | US$0 | 0.00% |
| Rambus, Inc. | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
| Unity Software Inc. | 0 | US$0 | 0.00% |
| Westinghouse Air Brake Technologies Corporation | 0 | US$0 | 0.00% |
| Advanced Energy Industries, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Entegris, Inc. | 0 | US$0 | 0.00% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
| Ftai Aviation Ltd. | 0 | US$0 | 0.00% |
| Halliburton Company | 0 | US$0 | 0.00% |
| Keysight Technologies Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Mks Inc. | 0 | US$0 | 0.00% |
| Nasdaq, Inc. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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