The Analysis of Tairen Capital Ltd's Holdings
Currently, Tairen Capital Ltd holds 66 types of securities in its portfolio with a total value $925.4M. In the most recent quarter, they have increased their positions in TSLA (+146.1K shares, valued at $65.0M), BABA (+240.9K shares, valued at $43.1M), ASML (+38.0K shares, valued at $36.8M); decreased their positions in TCOM (-400.5K shares, valued at $30.1M), ORCL (-94.5K shares, valued at $26.6M), AAPL (-69.2K shares, valued at $17.6M); initiated new positions in TSLA (+146.1K shares, valued at $65.0M), BABA (+240.9K shares, valued at $43.1M), ASML (+38.0K shares, valued at $36.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSLA TESLA INC146.1K sharesnew addition2025-09-302025-11-13
HOOD ROBINHOOD MKTS INC447.9K shares58.10%2025-09-302025-11-13 NVDA NVIDIA CORPORATION304.5K shares181.33%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD158.3K shares-14.45%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD240.9K sharesnew addition2025-09-302025-11-13 ASML ASML HOLDING N V38.0K sharesnew addition2025-09-302025-11-13 GOOGL ALPHABET INC139.4K shares112.59%2025-09-302025-11-13 MRVL MARVELL TECHNOLOGY INC334.6K shares677.57%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO81.0K shares2.97%2025-09-302025-11-13 MSFT MICROSOFT CORP50.1K shares206.35%2025-09-302025-11-13 SNPS SYNOPSYS INC46.4K sharesnew addition2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP67.6K sharesnew addition2025-09-302025-11-13 PGR PROGRESSIVE CORP83.0K shares2.38%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC121.4K shares-23.91%2025-09-302025-11-13 LIN LINDE PLC41.8K shares297.72%2025-09-302025-11-13 FICO FAIR ISAAC CORP13.1K sharesnew addition2025-09-302025-11-13 AS AMER SPORTS INC550.2K shares-0.26%2025-09-302025-11-13 NTES NETEASE INC125.7K sharesnew addition2025-09-302025-11-13 SNOW SNOWFLAKE INC83.6K shares-44.76%2025-09-302025-11-13 RBLX ROBLOX CORP134.8K sharesnew addition2025-09-302025-11-13 WDC WESTERN DIGITAL CORP150.0K sharesnew addition2025-09-302025-11-13 WAB WABTEC86.0K shares6891.87%2025-09-302025-11-13 TWLO TWILIO INC159.3K shares98.36%2025-09-302025-11-13 ROOT ROOT INC160.8K shares-1.18%2025-09-302025-11-13 SHOP SHOPIFY INC89.7K sharesnew addition2025-09-302025-11-13 OKTA OKTA INC139.7K shares115.59%2025-09-302025-11-13 BIRK BIRKENSTOCK HOLDING PLC276.2K shares0.00%2025-09-302025-11-13 VRSK VERISK ANALYTICS INC48.1K sharesnew addition2025-09-302025-11-13 DOCS DOXIMITY INC160.2K shares187.07%2025-09-302025-11-13 ONON ON HLDG AG268.9K sharesnew addition2025-09-302025-11-13 GOOG ALPHABET INC46.7K shares-28.13%2025-09-302025-11-13 ONTO ONTO INNOVATION INC86.3K sharesnew addition2025-09-302025-11-13 SNAP SNAP INC1.4M sharesnew addition2025-09-302025-11-13 RMBS RAMBUS INC DEL103.1K sharesnew addition2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC61.9K sharesnew addition2025-09-302025-11-13 U UNITY SOFTWARE INC240.2K shares-61.68%2025-09-302025-11-13 GDS GDS HLDGS LTD241.2K sharesnew addition2025-09-302025-11-13 RSG REPUBLIC SVCS INC37.6K shares4077.78%2025-09-302025-11-13 EDU NEW ORIENTAL ED & TECHNOLOGY155.3K sharesnew addition2025-09-302025-11-13 TCOM TRIP COM GROUP LTD99.7K shares-80.07%2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A10.1K sharesnew addition2025-09-302025-11-13 PH PARKER-HANNIFIN CORP8.4K shares0.00%2025-09-302025-11-13 QUBT QUANTUM COMPUTING INC342.8K sharesnew addition2025-09-302025-11-13 AAPL APPLE INC24.2K shares-74.10%2025-09-302025-11-13 TER TERADYNE INC36.1K sharesnew addition2025-09-302025-11-13 TTD THE TRADE DESK INC94.8K sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC14.1K shares-43.04%2025-09-302025-11-13 ALAB ASTERA LABS INC20.9K sharesnew addition2025-09-302025-11-13 LITE LUMENTUM HLDGS INC23.0K sharesnew addition2025-09-302025-11-13 VEEV VEEVA SYS INC7.9K shares-80.24%2025-09-302025-11-13 DUOL DUOLINGO INC6.9K sharesnew addition2025-09-302025-11-13 PDD PDD HOLDINGS INC8.0K shares-91.82%2025-09-302025-11-13 BIL SPDR SERIES TRUST11.1K shares-61.86%2025-09-302025-11-13 LRCX LAM RESEARCH CORP7.3K sharesnew addition2025-09-302025-11-13 INTC INTEL CORP26.4K shares-87.74%2025-09-302025-11-13 BTI BRITISH AMERN TOB PLC16.3K sharesnew addition2025-09-302025-11-13 BTDR BITDEER TECHNOLOGIES GROUP48.2K sharesnew addition2025-09-302025-11-13 SMCI SUPER MICRO COMPUTER INC12.0K sharesnew addition2025-09-302025-11-13 VST VISTRA CORP2.9K sharesnew addition2025-09-302025-11-13 TTMI TTM TECHNOLOGIES INC8.7K shares-58.17%2025-09-302025-11-13 STX SEAGATE TECHNOLOGY HLDNGS PL1.9K shares-93.53%2025-09-302025-11-13 BE BLOOM ENERGY CORP4.4K sharesnew addition2025-09-302025-11-13 CLS CELESTICA INC1.2K shares-90.16%2025-09-302025-11-13 ORCL ORACLE CORP750 shares-99.21%2025-09-302025-11-13 LX LEXINFINTECH HLDGS LTD11.1K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available