Tairen Capital Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Tairen Capital Ltd reported 26 stock positions worth $2.8 billion. Its top holding was PDD (PDD) at 25.7% of the portfolio, followed by Apple (AAPL, 21.1%) and Microsoft (MSFT, 17.3%). Compared with Q1 2024, it opened 12 new positions, sold out of 23, added to 9 and reduced 3. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from New Oriental Educatio-SP ADR (EDU).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001652062
- Portfolio Value
- $2.8B (Q2 2024)
- SEC Filing
- 0001085146-24-003909 ↗ filed Aug 14, 2024
Holdings Value
Holdings 26 stocks · $2.8B
| PDD PDD Holdings Inc. | 25.66% | 5,378,376 | $715.1M | Add +49.8% |
| AAPL Apple Inc. | 21.14% | 2,796,278 | $589.0M | New |
| MSFT Microsoft Corp. | 17.31% | 1,079,109 | $482.3M | Add +557.8% |
| AMZN Amazon.com Inc. | 12.26% | 1,768,335 | $341.7M | Add +1177.9% |
| ASML ASML Holding NV-NY Reg SHS | 7.45% | 202,946 | $207.6M | Add +321.2% |
| LRCX Lam Research Corp. | 6.25% | 163,605 | $174.2M | Add +199.5% |
| KLAC KLA Corp. | 3.09% | 104,454 | $86.1M | Reduce -18.3% |
| GOOG Alphabet Inc. Class C | 1.90% | 287,958 | $52.8M | New |
| GOOGL Alphabet Inc. Class A | 1.75% | 267,735 | $48.8M | New |
| TER Teradyne Inc. | 0.69% | 128,743 | $19.1M | New |
| HPE Hewlett Packard Enterprise | 0.40% | 525,000 | $11.1M | New |
| CRM Salesforce Inc. | 0.40% | 43,000 | $11.1M | New |
| SHOP Shopify Inc. Class A | 0.36% | 152,777 | $10.1M | Add +15.3% |
| AVGO Broadcom Inc. | 0.31% | 5,392 | $8.7M | New |
| HUBS HubSpot Inc. | 0.21% | 9,777 | $5.8M | Add +388.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.18% | 54,700 | $5.0M | New |
| INTU Intuit Inc. | 0.14% | 6,000 | $3.9M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 35,000 | $3.5M | No change |
| SNAP Snap Inc. Class A | 0.12% | 200,000 | $3.3M | Reduce -66.7% |
| U Unity Software Inc. | 0.08% | 141,227 | $2.3M | No change |
| ABNB Airbnb Inc. Class A | 0.05% | 10,000 | $1.5M | Add +100.0% |
| MNDY Monday.com Ltd. | 0.05% | 6,000 | $1.4M | Add +71.4% |
| GTM Zoominfo Technologies Inc. | 0.03% | 70,000 | $894K | New |
| NTES Netease Inc.-ADR | 0.02% | 4,560 | $436K | Reduce -99.5% |
| CRDO Credo Technology Group Holdi | 0.02% | 13,600 | $434K | New |
| TCOM Trip.com Group Ltd.-ADR | 0.01% | 8,050 | $378K | New |
Portfolio Sells Q1 2024 → Q2 2024
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −7.09 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −6.53 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −6.32 |
| MU Micron Technology Inc. | Sold out | 0.00% | −5.90 |
| ANSS Ansys Inc. | Sold out | 0.00% | −5.60 |
| NTES Netease Inc.-ADR | Reduce -99.5% | 0.02% | −5.26 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −5.15 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −2.76 |
| KLAC KLA Corp. | Reduce -18.3% | 3.09% | −2.37 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.64 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −1.52 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −1.35 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.18 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.98 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.89 |
| GOTU Gaotu Techedu Inc. | Sold out | 0.00% | −0.66 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.58 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.50 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.44 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.33 |
| SNAP Snap Inc. Class A | Reduce -66.7% | 0.12% | −0.30 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.28 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.26 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.09 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.08 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | New | 21.14% | +21.14 |
| MSFT Microsoft Corp. | Add +557.8% | 17.31% | +13.09 |
| AMZN Amazon.com Inc. | Add +1177.9% | 12.26% | +10.74 |
| ASML ASML Holding NV-NY Reg SHS | Add +321.2% | 7.45% | +4.59 |
| LRCX Lam Research Corp. | Add +199.5% | 6.25% | +3.01 |
| GOOG Alphabet Inc. Class C | New | 1.90% | +1.90 |
| GOOGL Alphabet Inc. Class A | New | 1.75% | +1.75 |
| TER Teradyne Inc. | New | 0.69% | +0.69 |
| HPE Hewlett Packard Enterprise | New | 0.40% | +0.40 |
| CRM Salesforce Inc. | New | 0.40% | +0.40 |
| AVGO Broadcom Inc. | New | 0.31% | +0.31 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.18% | +0.18 |
| INTU Intuit Inc. | New | 0.14% | +0.14 |
| PDD PDD Holdings Inc. | Add +49.8% | 25.66% | +0.13 |
| HUBS HubSpot Inc. | Add +388.9% | 0.21% | +0.13 |
| GTM Zoominfo Technologies Inc. | New | 0.03% | +0.03 |
| CRDO Credo Technology Group Holdi | New | 0.02% | +0.02 |
| TCOM Trip.com Group Ltd.-ADR | New | 0.01% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +100.0% | 0.05% | +0.00 |
| MNDY Monday.com Ltd. | Add +71.4% | 0.05% | +0.00 |
| SHOP Shopify Inc. Class A | Add +15.3% | 0.36% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $1.1B | TSM, AMD, LITE, MRVL, GLW |
| Q1 2026 | 44 | $924.3M | MU, EWY, TSM, GOOGL, META |
| Q4 2025 | 59 | $960.9M | GOOGL, HOOD, NVDA, LITE, TCOM |
| Q3 2025 | 66 | $925.4M | TSLA, HOOD, NVDA, TSM, BABA |
| Q2 2025 | 68 | $978.6M | IBIT, TSM, SNOW, MA, TCOM |
| Q1 2025 | 88 | $1.5B | AMZN, META, MSFT, SNOW, HOOD |
| Q4 2024 | 69 | $680.2M | CRM, PDD, MSFT, VEEV, META |
| Q3 2024 | 59 | $2.8B | PDD, GOOGL, NVDA, GOOG, META |
| Q2 2024 | 26 | $2.8B | PDD, AAPL, MSFT, AMZN, ASML |
| Q1 2024 | 37 | $1.6B | PDD, EDU, QCOM, VRT, MU |