The Analysis of Tairen Capital Ltd's Holdings
Currently, Tairen Capital Ltd holds 59 types of securities in its portfolio with a total value $960.9M. In the most recent quarter, they have increased their positions in N/A (+196.7K shares, valued at $61.6M), SNDK (+143.1K shares, valued at $34.0M), LITE (+84.3K shares, valued at $31.1M); decreased their positions in TSM (-151.8K shares, valued at $46.1M), N/A (-307.9K shares, valued at $26.2M), ASML (-21.5K shares, valued at $23.0M); initiated new positions in SNDK (+143.1K shares, valued at $34.0M), KLAC (+21.0K shares, valued at $25.5M), LULU (+105.6K shares, valued at $21.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC336.1K shares141.18%2025-12-312026-02-17
HOOD ROBINHOOD MKTS INC526.3K shares17.51%2025-12-312026-02-17 NVDA NVIDIA CORPORATION248.7K shares-18.33%2025-12-312026-02-17 LITE LUMENTUM HLDGS INC107.3K shares366.30%2025-12-312026-02-17 TCOM TRIP COM GROUP LTD483.0K shares384.46%2025-12-312026-02-17 SNDK SANDISK CORP143.1K sharesnew addition2025-12-312026-02-17 RBLX ROBLOX CORP325.1K shares141.18%2025-12-312026-02-17 KLAC KLA CORP21.0K sharesnew addition2025-12-312026-02-17 CELESTICA INC CELESTICA INC86.1K shares6900.00%2025-12-312026-02-17 SNPS SYNOPSYS INC52.7K shares13.49%2025-12-312026-02-17 INTC INTEL CORP670.0K shares2437.88%2025-12-312026-02-17 PGR PROGRESSIVE CORP99.8K shares20.25%2025-12-312026-02-17 LULU LULULEMON ATHLETICA INC105.6K sharesnew addition2025-12-312026-02-17 TER TERADYNE INC112.3K shares210.83%2025-12-312026-02-17 HUBS HUBSPOT INC53.1K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC60.2K shares327.95%2025-12-312026-02-17 PDD PDD HOLDINGS INC177.2K shares2115.00%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A34.1K shares237.62%2025-12-312026-02-17 DDOG DATADOG INC144.8K sharesnew addition2025-12-312026-02-17 U UNITY SOFTWARE INC443.8K shares84.74%2025-12-312026-02-17 ICE INTERCONTINENTAL EXCHANGE IN116.8K sharesnew addition2025-12-312026-02-17 LINDE PLC LINDE PLC41.8K shares0.00%2025-12-312026-02-17 ASML ASML HOLDING N V16.5K shares-56.66%2025-12-312026-02-17 SHOP SHOPIFY INC103.2K shares15.09%2025-12-312026-02-17 COHERENT CORP COHERENT CORP80.7K sharesnew addition2025-12-312026-02-17 ROOT INC ROOT INC160.8K shares0.00%2025-12-312026-02-17 MDB MONGODB INC27.6K sharesnew addition2025-12-312026-02-17 VEEV VEEVA SYS INC50.8K shares542.53%2025-12-312026-02-17 HD HOME DEPOT INC32.8K sharesnew addition2025-12-312026-02-17 WAB WABTEC50.8K shares-40.94%2025-12-312026-02-17 VRSK VERISK ANALYTICS INC48.1K shares0.00%2025-12-312026-02-17 TSEM TOWER SEMICONDUCTOR LTD90.0K sharesnew addition2025-12-312026-02-17 APP APPLOVIN CORP15.1K sharesnew addition2025-12-312026-02-17 FIG FIGMA INC260.2K sharesnew addition2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI66.3K sharesnew addition2025-12-312026-02-17 DASH DOORDASH INC40.6K sharesnew addition2025-12-312026-02-17 ALAB ASTERA LABS INC55.2K shares163.55%2025-12-312026-02-17 SE SEA LTD71.3K sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC27.6K shares-40.79%2025-12-312026-02-17 SNAP SNAP INC1.1M shares-23.57%2025-12-312026-02-17 EDU NEW ORIENTAL ED & TECHNOLOGY155.3K shares0.00%2025-12-312026-02-17 PH PARKER-HANNIFIN CORP8.4K shares0.00%2025-12-312026-02-17 FLS FLOWSERVE CORP80.0K sharesnew addition2025-12-312026-02-17 PSTG PURE STORAGE INC80.0K sharesnew addition2025-12-312026-02-17 EL LAUDER ESTEE COS INC46.6K sharesnew addition2025-12-312026-02-17 DOCS DOXIMITY INC100.0K shares-37.57%2025-12-312026-02-17 GWRE GUIDEWIRE SOFTWARE INC18.0K sharesnew addition2025-12-312026-02-17 FLR FLUOR CORP NEW83.3K sharesnew addition2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD6.5K shares-95.86%2025-12-312026-02-17 AS AMER SPORTS INC26.1K shares-95.25%2025-12-312026-02-17 BTI BRITISH AMERN TOB PLC16.3K shares0.00%2025-12-312026-02-17 SMTC SEMTECH CORP8.1K sharesnew addition2025-12-312026-02-17 TTMI TTM TECHNOLOGIES INC8.0K shares-8.05%2025-12-312026-02-17 AMKR AMKOR TECHNOLOGY INC6.5K sharesnew addition2025-12-312026-02-17 PONY PONY AI INC15.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available