Tairen Capital Ltd
- SEC CIK
- 0001652062
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 44
- 0 vs. Q1 2026
- Portfolio value
- $1.13B
- +$207.7M (+22.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452,800 | $216.2M | 19.1% | +290,160+178.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 171,100 | $99.4M | 8.8% | +10,700+6.7% | Added | History |
| LITELumentum Holdings Inc. | COM | 106,960 | $91.8M | 8.1% | +52,215+95.4% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 288,880 | $86.1M | 7.6% | +288,880 | New | History |
| GLWCorning Inc | COM | 294,169 | $75.1M | 6.6% | +23,755+8.8% | Added | History |
| INTCIntel Corp | Stock | 469,340 | $65.5M | 5.8% | −383,260−45.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 303,691 | $56.1M | 5.0% | +303,691 | New | History |
| CVXChevron Corp | Stock | 317,400 | $52.6M | 4.6% | +317,400 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 512,952 | $51.4M | 4.5% | −3,300−0.6% | Reduced | History |
| CLSCelestica Inc | Stock | 108,000 | $39.4M | 3.5% | +108,000 | New | History |
| AVGOBroadcom Inc. | Stock | 99,160 | $37.5M | 3.3% | +99,160 | New | History |
| MUMicron Technology Inc | Stock | 31,805 | $36.7M | 3.2% | −229,502−87.8% | Reduced | History |
| BKRBaker Hughes Co | CL A | 583,995 | $32.4M | 2.9% | +95,860+19.6% | Added | History |
| CIENCiena Corp | COM NEW | 34,720 | $17.0M | 1.5% | +34,720 | New | History |
| NOKNokia Corp | SPONSORED ADR | 1,215,920 | $16.1M | 1.4% | +1,215,920 | New | History |
| TERTeradyne, Inc | Stock | 32,000 | $15.5M | 1.4% | −20,887−39.5% | Reduced | History |
| XEX-Energy, Inc. | COM CL A | 636,000 | $11.7M | 1.0% | +636,000 | New | History |
| SLBSLB Limited | Stock | 250,000 | $11.6M | 1.0% | 00.0% | Unchanged | History |
| TCOMTrip.com Group Ltd | ADS | 274,227 | $10.9M | 1.0% | +86,727+46.3% | Added | History |
| AXTIAxt Inc | COM | 140,000 | $10.1M | 0.9% | +140,000 | New | History |
| SITMSITIME Corp | COM | 12,500 | $9.32M | 0.8% | +12,500 | New | History |
| ROOTRoot, Inc. | CL A NEW | 160,798 | $8.99M | 0.8% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 88,000 | $8.45M | 0.7% | −97,000−52.4% | Reduced | History |
| KLICKulicke & Soffa Industries Inc | COM | 62,786 | $8.40M | 0.7% | +62,786 | New | History |
| BWXTBWX Technologies, Inc. | COM | 40,000 | $7.79M | 0.7% | +40,000 | New | History |
| SMCISuper Micro Computer, Inc. | Stock | 238,300 | $6.99M | 0.6% | +238,300 | New | History |
| ONTOOnto Innovation Inc. | COM | 17,500 | $6.62M | 0.6% | +17,500 | New | History |
| INIOInnio N.V. | ORDINARY SHARES | 159,132 | $6.29M | 0.6% | +159,132 | New | History |
| SMTCSemtech Corp | Stock | 37,100 | $6.00M | 0.5% | +37,100 | New | History |
| POETPoet Technologies Inc. | COM NEW | 540,000 | $5.55M | 0.5% | +540,000 | New | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 102,700 | $4.71M | 0.4% | −52,600−33.9% | Reduced | History |
| SNAPSnap Inc | Stock | 900,500 | $4.00M | 0.4% | −669,500−42.6% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 26,200 | $2.99M | 0.3% | +26,200 | New | History |
| SNDKSandisk Corp | COM | 1,205 | $2.74M | 0.2% | −51,260−97.7% | Reduced | History |
| SDRLSEADRILL Ltd | COM | 61,600 | $2.33M | 0.2% | +61,600 | New | History |
| RIGTransocean Ltd. | REGISTERED SHS | 445,100 | $2.18M | 0.2% | +445,100 | New | History |
| VALValaris Ltd | CL A | 29,800 | $2.16M | 0.2% | +29,800 | New | History |
| SMCIPSuper Micro Computer, Inc. | 7 DEP CM SR A WI | 20,000 | $1.04M | 0.1% | +20,000 | New | History |
| ASMLASML Holding NV | ADR | 345 | $686.4K | 0.1% | −20,655−98.4% | Reduced | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 17,270 | $469.9K | <0.1% | +17,270 | New | History |
| ORCL.PDOracle Corp | 6.5 DEP CUM SR D | 10,000 | $449.5K | <0.1% | +10,000 | New | History |
| AMATApplied Materials Inc | Stock | 400 | $289.2K | <0.1% | −86,400−99.5% | Reduced | History |
| LRCXLam Research Corp | Stock | 600 | $260.0K | <0.1% | −139,439−99.6% | Reduced | History |
| DDLDingdong (Cayman) Ltd | ADS | 33,000 | $63.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (24)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| iShares Inc464286772 | MSCI STH KOR ETF | 579,200 | $71.2M | 7.7% | – |
| GOOGLAlphabet Inc. | Stock | 148,200 | $42.6M | 4.6% | History |
| METAMeta Platforms, Inc. | Stock | 67,560 | $38.7M | 4.2% | History |
| LINLinde PLC | Stock | 60,900 | $30.2M | 3.3% | History |
| DASHDoorDash, Inc. | Stock | 181,440 | $27.2M | 2.9% | History |
| RBLXRoblox Corp | Stock | 316,900 | $17.9M | 1.9% | History |
| ARMArm Holdings PLC | ADR | 107,400 | $16.2M | 1.8% | History |
| MKSIMKS Inc | COM | 68,500 | $15.7M | 1.7% | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 203,200 | $15.5M | 1.7% | History |
| KEYSKeysight Technologies, Inc. | Stock | 50,200 | $14.2M | 1.5% | History |
| COHRCoherent Corp. | COM | 50,000 | $11.9M | 1.3% | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 41,794 | $10.4M | 1.1% | History |
| RMBSRambus Inc | COM | 120,000 | $10.3M | 1.1% | History |
| HALHalliburton Co | Stock | 200,000 | $7.80M | 0.8% | History |
| PHParker-Hannifin Corp | Stock | 8,400 | $7.52M | 0.8% | History |
| NVDANVIDIA Corp | Stock | 41,500 | $7.24M | 0.8% | History |
| UUnity Software Inc. | COM | 328,865 | $7.22M | 0.8% | History |
| NDAQNasdaq, Inc. | COM | 57,000 | $4.84M | 0.5% | History |
| AEISAdvanced Energy Industries Inc | COM | 10,456 | $3.37M | 0.4% | History |
| FICOFair Isaac Corp | COM | 3,000 | $3.20M | 0.3% | History |
| ENTGEntegris Inc | COM | 10,000 | $1.17M | 0.1% | History |
| GOOGAlphabet Inc. | Stock | 800 | $229.5K | <0.1% | History |
| FTAIFTAI Aviation Ltd. | SHS | 830 | $203.3K | <0.1% | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 10,900 | $91.5K | <0.1% | History |