Holdings
Tairen Capital Ltd
As of Jun 30, 2026, Tairen Capital Ltd reported 36 positions worth US$1.09B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Advanced Micro Devices Inc and Lumentum Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 453K | US$216M | +290K | Jun 30, 2026 |
| Advanced Micro Devices Inc | 171K | US$99.4M | +10,700 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 107K | US$91.8M | +52,215 | Jun 30, 2026 |
| Marvell Technology, Inc. | 289K | US$86.1M | new | Jun 30, 2026 |
| Corning Incorporated | 294K | US$75.1M | +23,755 | Jun 30, 2026 |
| Intel Corporation | 469K | US$65.5M | −383K | Jun 30, 2026 |
| Qualcomm Incorporated | 304K | US$56.1M | new | Jun 30, 2026 |
| Chevron Corporation | 317K | US$52.6M | new | Jun 30, 2026 |
| Robinhood Markets, Inc. | 513K | US$51.4M | −3,300 | Jun 30, 2026 |
| Celestica Inc. | 108K | US$39.4M | new | Jun 30, 2026 |