Tairen Capital Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Tairen Capital Ltd reported 42 stock positions worth $1.1 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 19.1% of the portfolio, followed by Advanced Micro Devices (AMD, 8.8%) and Lumentum (LITE, 8.1%). Compared with Q1 2026, it opened 22 new positions, sold out of 24, added to 6 and reduced 11. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +178%) and the biggest sale an exit from iShares MSCI South Korea ETF (EWY).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001652062
Portfolio Value
$1.1B (Q2 2026)
SEC Filing
0001652062-26-000006 ↗ filed Aug 13, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $2.8B Q2 2024 Q3 2024: $2.8B Q3 2024 Q4 2024: $680.2M Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $978.6M Q2 2025 Q3 2025: $925.4M Q3 2025 Q4 2025: $960.9M Q4 2025 Q1 2026: $924.3M Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

Holdings 42 stocks · $1.1B
TSM Taiwan Semiconductor-SP ADR 19.13% 452,800 $216.2M Add +178.4%
AMD Advanced Micro Devices 8.79% 171,100 $99.4M Add +6.7%
LITE Lumentum Holdings Inc. 8.12% 106,960 $91.8M Add +95.4%
MRVL Marvell Technology Inc. 7.61% 288,880 $86.1M New
GLW Corning Inc. 6.65% 294,169 $75.1M Add +8.8%
INTC Intel Corp. 5.80% 469,340 $65.5M Reduce -45.0%
QCOM Qualcomm Inc. 4.96% 303,691 $56.1M New
CVX Chevron Corp. 4.65% 317,400 $52.6M New
HOOD Robinhood Markets Inc. Class A 4.55% 512,952 $51.4M Reduce -0.6%
CLS Celestica Inc. 3.48% 108,000 $39.4M New
AVGO Broadcom Inc. 3.31% 99,160 $37.5M New
MU Micron Technology Inc. 3.25% 31,805 $36.7M Reduce -87.8%
BKR Baker Hughes Co. 2.87% 583,995 $32.4M Add +19.6%
CIEN Ciena Corp. 1.51% 34,720 $17.0M New
NOK Nokia Corp.-Spon ADR 1.43% 1,215,920 $16.1M New
TER Teradyne Inc. 1.37% 32,000 $15.5M Reduce -39.5%
XE X-Energy Inc. 1.03% 636,000 $11.7M New
SLB SLB Ltd. filed as SLB LIMITED 1.03% 250,000 $11.6M No change
TCOM Trip.com Group Ltd.-ADR 0.97% 274,227 $10.9M Add +46.3%
AXTI Axt Inc. 0.89% 140,000 $10.1M New
SITM Sitime Corp. 0.82% 12,500 $9.3M New
ROOT Root Inc./Oh Class A 0.80% 160,798 $9.0M No change
BABA Alibaba Group Holding-SP ADR 0.75% 88,000 $8.4M Reduce -52.4%
KLIC Kulicke & Soffa Industries 0.74% 62,786 $8.4M New
BWXT BWX Technologies Inc. 0.69% 40,000 $7.8M New
SMCI Super Micro Computer Inc. 0.62% 238,300 $7.0M New
ONTO Onto Innovation Inc. 0.59% 17,500 $6.6M New
INIO Innio NV 0.56% 159,132 $6.3M New
SMTC Semtech Corp. 0.53% 37,100 $6.0M New
POET Poet Technologies Inc. 0.49% 540,000 $5.6M New
EDU New Oriental Educatio-SP ADR 0.42% 102,700 $4.7M Reduce -33.9%
SNAP Snap Inc. Class A 0.35% 900,500 $4.0M Reduce -42.6%
BIDU Baidu Inc. - Spon ADR 0.26% 26,200 $3.0M New
SNDK Sandisk Corp. 0.24% 1,205 $2.7M Reduce -97.7%
SDRL Seadrill Limited 0.21% 61,600 $2.3M New
RIG Transocean Ltd. 0.19% 445,100 $2.2M New
VAL Valaris Ltd. 0.19% 29,800 $2.2M New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.06% 345 $686K Reduce -98.4%
UMC United Microelectron-SP ADR 0.04% 17,270 $470K New
AMAT Applied Materials Inc. 0.03% 400 $289K Reduce -99.5%
LRCX Lam Research Corp. 0.02% 600 $260K Reduce -99.6%
DDL Dingdong Cayman Ltd. -SPN ADR 0.01% 33,000 $64K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
SecurityClassShares / PrincipalValueChange
SUPER MICRO COMPUTER INC (SMCI 7 06/01/29) 7 DEP CM SR A WI 20,000$1.0MNew
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D 10,000$450KNew

Total filed on the 13F, all lines: $1.1B.

Portfolio Sells Q1 2026 → Q2 2026
EWY iShares MSCI South Korea ETF Sold out 0.00% −7.71
MU Micron Technology Inc. Reduce -87.8% 3.25% −6.30
GOOGL Alphabet Inc. Class A Sold out 0.00% −4.61
META Meta Platforms Inc. Class A Sold out 0.00% −4.18
SNDK Sandisk Corp. Reduce -97.7% 0.24% −3.36
LIN Linde PLC Sold out 0.00% −3.27
LRCX Lam Research Corp. Reduce -99.6% 0.02% −3.21
AMAT Applied Materials Inc. Reduce -99.5% 0.03% −3.18
DASH DoorDash Inc. Class A Sold out 0.00% −2.95
ASML ASML Holding NV-NY Reg SHS Reduce -98.4% 0.06% −2.94
RBLX Roblox Corp. Class A Sold out 0.00% −1.94
BABA Alibaba Group Holding-SP ADR Reduce -52.4% 0.75% −1.76
ARM Arm Holdings PLC-ADR Sold out 0.00% −1.76
MKSI MKS Inc. Sold out 0.00% −1.70
SOLS Solstice Adv Materials Inc. Sold out 0.00% −1.67
KEYS Keysight Technologies Inc. Sold out 0.00% −1.53
COHR Coherent Corp. Sold out 0.00% −1.29
WAB Wabtec Corp. Sold out 0.00% −1.13
RMBS Rambus Inc. Sold out 0.00% −1.12
HAL Halliburton Co. Sold out 0.00% −0.84
PH Parker Hannifin Corp. Sold out 0.00% −0.81
NVDA Nvidia Corp. Sold out 0.00% −0.78
U Unity Software Inc. Sold out 0.00% −0.78
EDU New Oriental Educatio-SP ADR Reduce -33.9% 0.42% −0.53
NDAQ Nasdaq Inc. Sold out 0.00% −0.52
SNAP Snap Inc. Class A Reduce -42.6% 0.35% −0.43
AEIS Advanced Energy Industries Sold out 0.00% −0.36
FICO Fair Isaac Corp. Sold out 0.00% −0.35
TER Teradyne Inc. Reduce -39.5% 1.37% −0.33
ENTG Entegris Inc. Sold out 0.00% −0.13
GOOG Alphabet Inc. Class C Sold out 0.00% −0.02
FTAI Ftai Aviation Ltd. Sold out 0.00% −0.02
VNET Vnet Group Inc.-ADR Sold out 0.00% −0.01
HOOD Robinhood Markets Inc. Class A Reduce -0.6% 4.55% +0.68
INTC Intel Corp. Reduce -45.0% 5.80% +1.73

Portfolio Buys Q1 2026 → Q2 2026
TSM Taiwan Semiconductor-SP ADR Add +178.4% 19.13% +13.18
MRVL Marvell Technology Inc. New 7.61% +7.61
AMD Advanced Micro Devices Add +6.7% 8.79% +5.26
QCOM Qualcomm Inc. New 4.96% +4.96
CVX Chevron Corp. New 4.65% +4.65
LITE Lumentum Holdings Inc. Add +95.4% 8.12% +3.96
CLS Celestica Inc. New 3.48% +3.48
AVGO Broadcom Inc. New 3.31% +3.31
GLW Corning Inc. Add +8.8% 6.65% +2.67
CIEN Ciena Corp. New 1.51% +1.51
NOK Nokia Corp.-Spon ADR New 1.43% +1.43
XE X-Energy Inc. New 1.03% +1.03
AXTI Axt Inc. New 0.89% +0.89
SITM Sitime Corp. New 0.82% +0.82
KLIC Kulicke & Soffa Industries New 0.74% +0.74
BWXT BWX Technologies Inc. New 0.69% +0.69
SMCI Super Micro Computer Inc. New 0.62% +0.62
ONTO Onto Innovation Inc. New 0.59% +0.59
INIO Innio NV New 0.56% +0.56
SMTC Semtech Corp. New 0.53% +0.53
POET Poet Technologies Inc. New 0.49% +0.49
BIDU Baidu Inc. - Spon ADR New 0.26% +0.26
SDRL Seadrill Limited New 0.21% +0.21
RIG Transocean Ltd. New 0.19% +0.19
VAL Valaris Ltd. New 0.19% +0.19
UMC United Microelectron-SP ADR New 0.04% +0.04
TCOM Trip.com Group Ltd.-ADR Add +46.3% 0.97% −0.04
BKR Baker Hughes Co. Add +19.6% 2.87% −0.36

Notes & Other Activity Q1 2026 → Q2 2026
SUPER MICRO COMPUTER INC (SMCI 7 06/01/29) 7 DEP CM SR A WI New 20,000 $1.0M
ORACLE CORP (ORCL 6.5 01/15/29 D) 6.5 DEP CUM SR D New 10,000 $450K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 42$1.1BTSM, AMD, LITE, MRVL, GLW
Q1 2026 44$924.3MMU, EWY, TSM, GOOGL, META
Q4 2025 59$960.9MGOOGL, HOOD, NVDA, LITE, TCOM
Q3 2025 66$925.4MTSLA, HOOD, NVDA, TSM, BABA
Q2 2025 68$978.6MIBIT, TSM, SNOW, MA, TCOM
Q1 2025 88$1.5BAMZN, META, MSFT, SNOW, HOOD
Q4 2024 69$680.2MCRM, PDD, MSFT, VEEV, META
Q3 2024 59$2.8BPDD, GOOGL, NVDA, GOOG, META
Q2 2024 26$2.8BPDD, AAPL, MSFT, AMZN, ASML
Q1 2024 37$1.6BPDD, EDU, QCOM, VRT, MU