Holders — by stockHoldings — by fund
Tairen Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001652062
$1.13B
disclosed book value
44
positions
19.1%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 452,800 | $216.2M | 19.1% |
| 2 | AMDADVANCED MICRO DEVICES INC | 171,100 | $99.4M | 8.8% |
| 3 | LITELUMENTUM HLDGS INC | 106,960 | $91.8M | 8.1% |
| 4 | MRVLMARVELL TECHNOLOGY INC | 288,880 | $86.1M | 7.6% |
| 5 | GLWCORNING INC | 294,169 | $75.1M | 6.6% |
| 6 | INTCINTEL CORP | 469,340 | $65.5M | 5.8% |
| 7 | QCOMQUALCOMM INC | 303,691 | $56.1M | 5% |
| 8 | CVXCHEVRON CORPORATION | 317,400 | $52.6M | 4.6% |
| 9 | HOODROBINHOOD MKTS INC | 512,952 | $51.4M | 4.5% |
| 10 | CLSCELESTICA INC | 108,000 | $39.4M | 3.5% |
| 11 | AVGOBROADCOM INC | 99,160 | $37.5M | 3.3% |
| 12 | MUMICRON TECHNOLOGY INC | 31,805 | $36.7M | 3.2% |
| 13 | BKRBAKER HUGHES COMPANY | 583,995 | $32.4M | 2.9% |
| 14 | CIENCIENA CORP | 34,720 | $17.0M | 1.5% |
| 15 | NOKNOKIA CORP | 1.2M | $16.1M | 1.4% |
| 16 | TERTERADYNE INC | 32,000 | $15.5M | 1.4% |
| 17 | XEX-ENERGY INC | 636,000 | $11.7M | 1% |
| 18 | SLBSLB LIMITED | 250,000 | $11.6M | 1% |
| 19 | TCOMTRIP COM GROUP LTD | 274,227 | $10.9M | 1% |
| 20 | AXTIAXT INC | 140,000 | $10.1M | 0.9% |
| 21 | SITMSITIME CORP | 12,500 | $9.3M | 0.8% |
| 22 | ROOTROOT INC | 160,798 | $9.0M | 0.8% |
| 23 | BABAALIBABA GROUP HLDG LTD | 88,000 | $8.4M | 0.7% |
| 24 | KLICKULICKE & SOFFA INDS INC | 62,786 | $8.4M | 0.7% |
| 25 | BWXTBWX TECHNOLOGIES INC | 40,000 | $7.8M | 0.7% |
| 26 | SMCISUPER MICRO COMPUTER INC | 238,300 | $7.0M | 0.6% |
| 27 | ONTOONTO INNOVATION INC | 17,500 | $6.6M | 0.6% |
| 28 | INIOINNIO NV | 159,132 | $6.3M | 0.6% |
| 29 | SMTCSEMTECH CORP | 37,100 | $6.0M | 0.5% |
| 30 | POETPOET TECHNOLOGIES INC | 540,000 | $5.6M | 0.5% |
| 31 | EDUNEW ORIENTAL ED & TECHNOLOGY | 102,700 | $4.7M | 0.4% |
| 32 | SNAPSNAP INC | 900,500 | $4.0M | 0.4% |
| 33 | BIDUBAIDU INC | 26,200 | $3.0M | 0.3% |
| 34 | SNDKSANDISK CORP | 1,205 | $2.7M | 0.2% |
| 35 | SDRLSEADRILL LTD | 61,600 | $2.3M | 0.2% |
| 36 | RIGTRANSOCEAN LTD | 445,100 | $2.2M | 0.2% |
| 37 | VALVALARIS LTD | 29,800 | $2.2M | 0.2% |
| 38 | SMCI 7 06/01/29SUPER MICRO COMPUTER INC | 20,000 | $1.0M | 0.1% |
| 39 | ASMLASML HLDG NV | 345 | $686,357 | 0.1% |
| 40 | UMCUNITED MICROELECTRONICS CORP | 17,270 | $469,917 | 0% |
| 41 | ORCL 6.5 01/15/29 DORACLE CORP | 10,000 | $449,500 | 0% |
| 42 | AMATAPPLIED MATLS INC | 400 | $289,200 | 0% |
| 43 | LRCXLAM RESEARCH CORP | 600 | $259,998 | 0% |
| 44 | DDLDINGDONG CAYMAN LTD | 33,000 | $63,690 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.