Tairen Capital Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Tairen Capital Ltd | Institutional Filer | ▼ 3.81% | $924.3M | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | Technology | 261K | $88.3M | 9.55% |
| 2 | EWY | ISHARES INC | — | 579K | $71.2M | 7.71% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 163K | $55.0M | 5.95% |
| 4 | GOOGL | Alphabet Inc. | Technology | 148K | $42.6M | 4.61% |
| 5 | META | Meta Platforms, Inc. | Technology | 68K | $38.7M | 4.18% |
| 6 | LITE | Lumentum Holdings Inc. | Technology | 55K | $38.5M | 4.16% |
| 7 | INTC | Intel Corporation | Technology | 853K | $37.6M | 4.07% |
| 8 | GLW | Corning Incorporated | Technology | 270K | $36.8M | 3.98% |
| 9 | HOOD | Robinhood Markets, Inc. | Financial Services | 516K | $35.8M | 3.87% |
| 10 | SNDK | Sandisk Corporation | Technology | 52K | $33.3M | 3.61% |
| 11 | AMD | Advanced Micro Devices, Inc. | Technology | 160K | $32.6M | 3.53% |
| 12 | LIN | Linde plc | Basic Materials | 61K | $30.2M | 3.27% |
| 13 | LRCX | Lam Research Corporation | Technology | 140K | $29.9M | 3.24% |
| 14 | BKR | Baker Hughes Company | Energy | 488K | $29.8M | 3.22% |
| 15 | AMAT | Applied Materials, Inc. | Technology | 87K | $29.7M | 3.21% |
Showing 1 to 15 of 44 holdings