Tairen Capital Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Tairen Capital Ltd reported 59 stock positions worth $2.8 billion. Its top holding was PDD (PDD) at 23.6% of the portfolio, followed by Alphabet Class A (GOOGL, 15.1%) and Nvidia (NVDA, 13.5%). Compared with Q2 2024, it opened 48 new positions, sold out of 15, added to 8 and reduced 3. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001652062
- Portfolio Value
- $2.8B (Q3 2024)
- SEC Filing
- 0001085146-24-005725 ↗ filed Nov 14, 2024
Holdings Value
Holdings 59 stocks · $2.8B
| PDD PDD Holdings Inc. | 23.56% | 5,515,377 | $665.1M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 15.15% | 2,499,388 | $427.7M | Add +833.5% |
| NVDA Nvidia Corp. | 13.48% | 2,866,614 | $380.6M | New |
| GOOG Alphabet Inc. Class C | 13.16% | 2,151,341 | $371.5M | Add +647.1% |
| META Meta Platforms Inc. Class A | 6.83% | 339,930 | $192.9M | New |
| TSLA Tesla Inc. | 5.80% | 655,488 | $163.8M | New |
| ANET Arista Networks Inc. | 4.23% | 309,399 | $119.6M | New |
| NFLX Netflix Inc. | 4.13% | 154,056 | $116.5M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 1.90% | 565,976 | $53.8M | New |
| ADBE Adobe Inc. | 1.48% | 87,500 | $41.8M | New |
| SNOW Snowflake Inc. | 1.35% | 333,100 | $38.2M | New |
| BA The Boeing Co. | 1.27% | 241,000 | $36.0M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 119,614 | $22.8M | New |
| ABNB Airbnb Inc. Class A | 0.78% | 163,400 | $22.0M | Add +1534.0% |
| INTU Intuit Inc. | 0.76% | 35,000 | $21.4M | Add +483.3% |
| VEEV Veeva Systems Inc. Class A | 0.69% | 93,000 | $19.4M | New |
| SPOT Spotify Technology SA | 0.61% | 45,000 | $17.3M | New |
| NOW ServiceNow Inc. | 0.59% | 17,900 | $16.7M | New |
| ENPH Enphase Energy Inc. | 0.30% | 102,871 | $8.5M | New |
| NET Cloudflare Inc. Class A | 0.20% | 66,000 | $5.8M | New |
| PGR Progressive Corp. | 0.20% | 23,400 | $5.7M | New |
| CRM Salesforce Inc. | 0.20% | 19,000 | $5.5M | Reduce -55.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.19% | 77,800 | $5.4M | New |
| BILL Bill Holdings Inc. | 0.17% | 80,473 | $4.7M | New |
| UBER Uber Technologies Inc. | 0.17% | 65,000 | $4.7M | New |
| TWLO Twilio Inc. Class A | 0.16% | 55,900 | $4.5M | New |
| DDOG Datadog Inc. Class A | 0.15% | 32,900 | $4.1M | New |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 170,000 | $4.0M | New |
| ELF Elf Beauty Inc. | 0.13% | 35,000 | $3.7M | New |
| PFE Pfizer Inc. | 0.13% | 130,000 | $3.7M | New |
| SNAP Snap Inc. Class A | 0.13% | 300,000 | $3.6M | Add +50.0% |
| BZ Kanzhun Ltd. - ADR | 0.10% | 200,000 | $2.9M | New |
| XYZ Block Inc. | 0.09% | 35,000 | $2.5M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.08% | 108,200 | $2.4M | New |
| CHWY Chewy Inc. Class A | 0.08% | 85,000 | $2.3M | New |
| FSLR First Solar Inc. | 0.07% | 10,000 | $1.9M | New |
| MNDY Monday.com Ltd. | 0.07% | 6,500 | $1.9M | Add +8.3% |
| AAP Advance Auto Parts Inc. | 0.05% | 41,851 | $1.5M | New |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 15,000 | $1.5M | New |
| MNSO Miniso Group Holding Ltd.-ADR | 0.05% | 70,000 | $1.4M | New |
| CFLT Confluent Inc. Class A | 0.05% | 50,000 | $1.3M | New |
| DECK Deckers Outdoor Corp. | 0.05% | 8,000 | $1.3M | New |
| ESTC Elastic NV | 0.04% | 14,000 | $1.1M | New |
| HUBS HubSpot Inc. | 0.04% | 2,000 | $1.1M | Reduce -79.5% |
| OKTA Okta Inc. | 0.04% | 15,000 | $1.1M | New |
| DT Dynatrace Inc. | 0.04% | 20,000 | $1.1M | New |
| ETSY Etsy Inc. | 0.04% | 20,000 | $1.0M | New |
| GTM Zoominfo Technologies Inc. | 0.03% | 80,000 | $884K | Add +14.3% |
| LITE Lumentum Holdings Inc. | 0.03% | 11,900 | $760K | New |
| S Sentinelone Inc. Class A | 0.02% | 26,000 | $671K | New |
| ALAB Astera Labs Inc. | 0.02% | 8,200 | $575K | New |
| ADSK Autodesk Inc. | 0.02% | 2,000 | $568K | New |
| INTC Intel Corp. | 0.02% | 25,000 | $538K | New |
| FIVN FIVE9 Inc. | 0.02% | 17,041 | $503K | New |
| CHKP Check Point Software Tech | 0.02% | 2,500 | $433K | New |
| CRDO Credo Technology Group Holdi | 0.01% | 10,700 | $403K | Reduce -21.3% |
| DOCU Docusign Inc. | 0.01% | 3,700 | $257K | New |
| CIEN Ciena Corp. | 0.01% | 3,600 | $229K | New |
| DLO Dlocal Ltd. | 0.01% | 17,531 | $153K | New |
Portfolio Sells Q2 2024 → Q3 2024
| AAPL Apple Inc. | Sold out | 0.00% | −21.14 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −17.31 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −12.26 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −7.45 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −6.25 |
| KLAC KLA Corp. | Sold out | 0.00% | −3.09 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.69 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.40 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.36 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.31 |
| CRM Salesforce Inc. | Reduce -55.8% | 0.20% | −0.20 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.18 |
| HUBS HubSpot Inc. | Reduce -79.5% | 0.04% | −0.17 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| U Unity Software Inc. | Sold out | 0.00% | −0.08 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.02 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.01 |
| CRDO Credo Technology Group Holdi | Reduce -21.3% | 0.01% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | New | 13.48% | +13.48 |
| GOOGL Alphabet Inc. Class A | Add +833.5% | 15.15% | +13.40 |
| GOOG Alphabet Inc. Class C | Add +647.1% | 13.16% | +11.26 |
| META Meta Platforms Inc. Class A | New | 6.83% | +6.83 |
| TSLA Tesla Inc. | New | 5.80% | +5.80 |
| ANET Arista Networks Inc. | New | 4.23% | +4.23 |
| NFLX Netflix Inc. | New | 4.13% | +4.13 |
| FUTU Futu Holdings Ltd.-ADR | New | 1.90% | +1.90 |
| ADBE Adobe Inc. | New | 1.48% | +1.48 |
| SNOW Snowflake Inc. | New | 1.35% | +1.35 |
| BA The Boeing Co. | New | 1.27% | +1.27 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.81% | +0.81 |
| ABNB Airbnb Inc. Class A | Add +1534.0% | 0.78% | +0.73 |
| VEEV Veeva Systems Inc. Class A | New | 0.69% | +0.69 |
| INTU Intuit Inc. | Add +483.3% | 0.76% | +0.62 |
| SPOT Spotify Technology SA | New | 0.61% | +0.61 |
| NOW ServiceNow Inc. | New | 0.59% | +0.59 |
| ENPH Enphase Energy Inc. | New | 0.30% | +0.30 |
| NET Cloudflare Inc. Class A | New | 0.20% | +0.20 |
| PGR Progressive Corp. | New | 0.20% | +0.20 |
| EL Estee Lauder Companies Class A | New | 0.19% | +0.19 |
| BILL Bill Holdings Inc. | New | 0.17% | +0.17 |
| UBER Uber Technologies Inc. | New | 0.17% | +0.17 |
| TWLO Twilio Inc. Class A | New | 0.16% | +0.16 |
| DDOG Datadog Inc. Class A | New | 0.15% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | New | 0.14% | +0.14 |
| ELF Elf Beauty Inc. | New | 0.13% | +0.13 |
| PFE Pfizer Inc. | New | 0.13% | +0.13 |
| BZ Kanzhun Ltd. - ADR | New | 0.10% | +0.10 |
| XYZ Block Inc. | New | 0.09% | +0.09 |
| BEKE Ke Holdings Inc.-ADR | New | 0.08% | +0.08 |
| CHWY Chewy Inc. Class A | New | 0.08% | +0.08 |
| FSLR First Solar Inc. | New | 0.07% | +0.07 |
| AAP Advance Auto Parts Inc. | New | 0.05% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| MNSO Miniso Group Holding Ltd.-ADR | New | 0.05% | +0.05 |
| CFLT Confluent Inc. Class A | New | 0.05% | +0.05 |
| DECK Deckers Outdoor Corp. | New | 0.05% | +0.05 |
| ESTC Elastic NV | New | 0.04% | +0.04 |
| OKTA Okta Inc. | New | 0.04% | +0.04 |
| DT Dynatrace Inc. | New | 0.04% | +0.04 |
| ETSY Etsy Inc. | New | 0.04% | +0.04 |
| LITE Lumentum Holdings Inc. | New | 0.03% | +0.03 |
| S Sentinelone Inc. Class A | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.02% | +0.02 |
| ADSK Autodesk Inc. | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| FIVN FIVE9 Inc. | New | 0.02% | +0.02 |
| MNDY Monday.com Ltd. | Add +8.3% | 0.07% | +0.02 |
| CHKP Check Point Software Tech | New | 0.02% | +0.02 |
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 |