Tairen Capital Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Tairen Capital Ltd reported 88 stock positions worth $1.5 billion. Its top holding was Amazon.com (AMZN) at 9.5% of the portfolio, followed by Meta Platforms Class A (META, 7.8%) and Microsoft (MSFT, 6.7%). Compared with Q4 2024, it opened 46 new positions, sold out of 27, added to 32 and reduced 6. The biggest buy was Amazon.com (AMZN, shares +1347%) and the biggest sale an exit from PDD (PDD).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001652062
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001085146-25-003173 ↗ filed May 15, 2025
Holdings Value
Holdings 88 stocks · $1.5B
| AMZN Amazon.com Inc. | 9.47% | 752,950 | $143.3M | Add +1346.6% |
| META Meta Platforms Inc. Class A | 7.82% | 205,200 | $118.3M | Add +166.8% |
| MSFT Microsoft Corp. | 6.66% | 268,297 | $100.7M | Add +100.1% |
| SNOW Snowflake Inc. | 4.41% | 456,777 | $66.8M | Add +225.1% |
| HOOD Robinhood Markets Inc. Class A | 4.32% | 1,569,487 | $65.3M | Add +150.9% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 3.32% | 490,564 | $50.2M | Add +76.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.19% | 290,650 | $48.2M | New |
| PANW Palo Alto Networks Inc. | 3.01% | 266,800 | $45.5M | New |
| IBIT iShares Bitcoin Trust ETF | 2.28% | 737,600 | $34.5M | New |
| AVGO Broadcom Inc. | 2.26% | 204,300 | $34.2M | Add +10652.6% |
| TWLO Twilio Inc. Class A | 2.16% | 334,268 | $32.7M | Add +7328.2% |
| MPWR Monolithic Power Systems Inc. | 1.91% | 49,872 | $28.9M | New |
| INTC Intel Corp. | 1.89% | 1,256,800 | $28.5M | Add +6184.0% |
| SHW The Sherwin-Williams Co. | 1.67% | 72,155 | $25.2M | Add +455.0% |
| DECK Deckers Outdoor Corp. | 1.59% | 214,500 | $24.0M | Add +666.1% |
| STX Seagate Technology Holdings | 1.58% | 281,219 | $23.9M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.52% | 524,961 | $23.1M | Add +208.8% |
| GS Goldman Sachs Group Inc. | 1.52% | 42,200 | $23.1M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.42% | 337,923 | $21.5M | Add +8564.7% |
| NTRA Natera Inc. | 1.33% | 141,907 | $20.1M | Add +1226.2% |
| LIN Linde PLC | 1.32% | 42,780 | $19.9M | Add +327.8% |
| WDC Western Digital Corp. | 1.31% | 490,462 | $19.8M | New |
| RDDT Reddit Inc. Class A | 1.30% | 187,100 | $19.6M | New |
| AAPL Apple Inc. | 1.29% | 87,900 | $19.5M | New |
| AMBA Ambarella Inc. | 1.27% | 383,120 | $19.3M | New |
| HCA HCA Healthcare Inc. | 1.26% | 55,305 | $19.1M | New |
| PH Parker Hannifin Corp. | 1.15% | 28,700 | $17.4M | New |
| IBKR Interactive Brokers Gro Class A | 1.09% | 99,600 | $16.5M | New |
| DUOL Duolingo | 1.06% | 51,420 | $16.0M | New |
| DDOG Datadog Inc. Class A | 1.05% | 160,000 | $15.9M | Add +412.8% |
| MU Micron Technology Inc. | 1.04% | 181,000 | $15.7M | New |
| MDB Mongodb Inc. | 0.99% | 85,800 | $15.0M | Add +71.9% |
| AAP Advance Auto Parts Inc. | 0.97% | 375,637 | $14.7M | Add +74.0% |
| JPM JPMorgan Chase & Co. | 0.96% | 58,995 | $14.5M | New |
| TPR Tapestry Inc. | 0.93% | 199,100 | $14.0M | New |
| HD Home Depot Inc. | 0.85% | 35,000 | $12.8M | New |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.81% | 223,000 | $12.2M | New |
| AS Amer Sports Inc. | 0.77% | 436,000 | $11.7M | Add +272.6% |
| VEEV Veeva Systems Inc. Class A | 0.75% | 48,881 | $11.3M | Reduce -80.1% |
| CRM Salesforce Inc. | 0.74% | 41,611 | $11.2M | Reduce -80.5% |
| ESTC Elastic NV | 0.71% | 120,603 | $10.7M | Add +201.5% |
| XYZ Block Inc. | 0.68% | 188,300 | $10.2M | Add +827.6% |
| LI Li Auto Inc. - ADR | 0.67% | 399,870 | $10.1M | Add +13.7% |
| HTHT H World Group Ltd.-ADR | 0.66% | 270,000 | $10.0M | New |
| RACE Ferrari NV | 0.63% | 22,240 | $9.5M | New |
| U Unity Software Inc. | 0.62% | 479,000 | $9.4M | Add +858.0% |
| BABA Alibaba Group Holding-SP ADR | 0.62% | 70,500 | $9.3M | Add +8.5% |
| NTES Netease Inc.-ADR | 0.60% | 87,646 | $9.0M | New |
| ASHR Xtrackers Harvest Csi 300 CH | 0.58% | 328,905 | $8.7M | New |
| ULTA Ulta Beauty Inc. | 0.58% | 23,750 | $8.7M | New |
| ROOT Root Inc./Oh Class A | 0.50% | 57,000 | $7.6M | New |
| GTM Zoominfo Technologies Inc. | 0.49% | 744,948 | $7.4M | Add +365.6% |
| HWM Howmet Aerospace Inc. | 0.48% | 55,719 | $7.2M | New |
| MS Morgan Stanley | 0.47% | 60,900 | $7.1M | New |
| BILL Bill Holdings Inc. | 0.47% | 154,000 | $7.1M | Add +68.3% |
| SHOP Shopify Inc. Class A | 0.46% | 72,200 | $6.9M | New |
| WIX Wix.com Ltd. | 0.44% | 40,974 | $6.7M | Add +265.8% |
| NOW ServiceNow Inc. | 0.43% | 8,200 | $6.5M | New |
| BIRK Birkenstock Holding PLC | 0.42% | 140,000 | $6.4M | Add +600.0% |
| AFRM Affirm Holdings Inc. | 0.42% | 140,000 | $6.3M | New |
| ADSK Autodesk Inc. | 0.37% | 21,400 | $5.6M | Reduce -16.4% |
| MNSO Miniso Group Holding Ltd.-ADR | 0.36% | 298,170 | $5.5M | Add +36.7% |
| IQV Iqvia Holdings Inc. | 0.35% | 30,000 | $5.3M | New |
| ANSS Ansys Inc. | 0.32% | 15,255 | $4.8M | No change |
| BKNG Booking Holdings Inc. | 0.31% | 1,025 | $4.7M | New |
| HUBS HubSpot Inc. | 0.30% | 7,900 | $4.5M | Add +953.3% |
| ANET Arista Networks Inc. | 0.29% | 57,500 | $4.5M | New |
| MNDY Monday.com Ltd. | 0.29% | 17,800 | $4.3M | Reduce -8.3% |
| TEM Tempus AI Inc. Class A | 0.25% | 79,200 | $3.8M | New |
| GWRE Guidewire Software Inc. | 0.25% | 20,000 | $3.7M | Add +8.7% |
| SNPS Synopsys Inc. | 0.23% | 8,000 | $3.4M | No change |
| ABNB Airbnb Inc. Class A | 0.23% | 28,700 | $3.4M | Reduce -76.1% |
| PFE Pfizer Inc. | 0.22% | 130,000 | $3.3M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.19% | 278,700 | $2.9M | New |
| CLS Celestica Inc. | 0.16% | 30,000 | $2.4M | New |
| GLBE Global-E Online Ltd. | 0.14% | 60,000 | $2.1M | New |
| CFLT Confluent Inc. Class A | 0.12% | 80,000 | $1.9M | Add +9.9% |
| DIREXION DAILY SEMI BEAR 3X | 0.10% | 54,300 | $1.6M | New |
| CDNS Cadence Design SYS Inc. | 0.08% | 5,000 | $1.3M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.07% | 11,100 | $1.0M | New |
| AMD Advanced Micro Devices | 0.06% | 8,600 | $884K | New |
| AES AES Corp. | 0.04% | 50,000 | $621K | New |
| DT Dynatrace Inc. | 0.03% | 10,000 | $472K | New |
| TEAM Atlassian Corp. Class A | 0.02% | 1,400 | $297K | New |
| SVIX -1X Short Vix Futures ETF | 0.02% | 12,500 | $254K | New |
| CYBR Cyberark Software Ltd./Israel | 0.02% | 700 | $237K | New |
| COST Costco Wholesale Corp. | 0.02% | 250 | $236K | New |
| TSLA Tesla Inc. | 0.01% | 800 | $207K | Reduce -23.8% |
Portfolio Sells Q4 2024 → Q1 2025
| PDD PDD Holdings Inc. | Sold out | 0.00% | −10.15 |
| CRM Salesforce Inc. | Reduce -80.5% | 0.74% | −9.76 |
| VEEV Veeva Systems Inc. Class A | Reduce -80.1% | 0.75% | −6.84 |
| BA The Boeing Co. | Sold out | 0.00% | −2.86 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.83 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −2.37 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −2.28 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −2.26 |
| PGR Progressive Corp. | Sold out | 0.00% | −2.11 |
| ABNB Airbnb Inc. Class A | Reduce -76.1% | 0.23% | −2.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.97 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −1.92 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.98 |
| ADSK Autodesk Inc. | Reduce -16.4% | 0.37% | −0.74 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.65 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.49 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.47 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −0.41 |
| MNDY Monday.com Ltd. | Reduce -8.3% | 0.29% | −0.39 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.27 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.22 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.20 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.17 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.16 |
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −0.14 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.13 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.13 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.06 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Reduce -23.8% | 0.01% | −0.05 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.03 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Add +1346.6% | 9.47% | +7.79 |
| TSM Taiwan Semiconductor-SP ADR | New | 3.19% | +3.19 |
| PANW Palo Alto Networks Inc. | New | 3.01% | +3.01 |
| IBIT iShares Bitcoin Trust ETF | New | 2.28% | +2.28 |
| AVGO Broadcom Inc. | Add +10652.6% | 2.26% | +2.20 |
| TWLO Twilio Inc. Class A | Add +7328.2% | 2.16% | +2.09 |
| MPWR Monolithic Power Systems Inc. | New | 1.91% | +1.91 |
| INTC Intel Corp. | Add +6184.0% | 1.89% | +1.83 |
| STX Seagate Technology Holdings | New | 1.58% | +1.58 |
| GS Goldman Sachs Group Inc. | New | 1.52% | +1.52 |
| TCOM Trip.com Group Ltd.-ADR | Add +8564.7% | 1.42% | +1.38 |
| WDC Western Digital Corp. | New | 1.31% | +1.31 |
| RDDT Reddit Inc. Class A | New | 1.30% | +1.30 |
| AAPL Apple Inc. | New | 1.29% | +1.29 |
| AMBA Ambarella Inc. | New | 1.27% | +1.27 |
| HCA HCA Healthcare Inc. | New | 1.26% | +1.26 |
| SNOW Snowflake Inc. | Add +225.1% | 4.41% | +1.22 |
| META Meta Platforms Inc. Class A | Add +166.8% | 7.82% | +1.20 |
| PH Parker Hannifin Corp. | New | 1.15% | +1.15 |
| IBKR Interactive Brokers Gro Class A | New | 1.09% | +1.09 |
| NTRA Natera Inc. | Add +1226.2% | 1.33% | +1.08 |
| DUOL Duolingo | New | 1.06% | +1.06 |
| MU Micron Technology Inc. | New | 1.04% | +1.04 |
| SHW The Sherwin-Williams Co. | Add +455.0% | 1.67% | +1.02 |
| JPM JPMorgan Chase & Co. | New | 0.96% | +0.96 |
| TPR Tapestry Inc. | New | 0.93% | +0.93 |
| HOOD Robinhood Markets Inc. Class A | Add +150.9% | 4.32% | +0.89 |
| HD Home Depot Inc. | New | 0.85% | +0.85 |
| TTD Trade Desk Inc./the Class A | New | 0.81% | +0.81 |
| DECK Deckers Outdoor Corp. | Add +666.1% | 1.59% | +0.75 |
| LIN Linde PLC | Add +327.8% | 1.32% | +0.70 |
| HTHT H World Group Ltd.-ADR | New | 0.66% | +0.66 |
| RACE Ferrari NV | New | 0.63% | +0.63 |
| NTES Netease Inc.-ADR | New | 0.60% | +0.60 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.58% | +0.58 |
| ULTA Ulta Beauty Inc. | New | 0.58% | +0.58 |
| ROOT Root Inc./Oh Class A | New | 0.50% | +0.50 |
| HWM Howmet Aerospace Inc. | New | 0.48% | +0.48 |
| MS Morgan Stanley | New | 0.47% | +0.47 |
| SHOP Shopify Inc. Class A | New | 0.46% | +0.46 |
| U Unity Software Inc. | Add +858.0% | 0.62% | +0.46 |
| NOW ServiceNow Inc. | New | 0.43% | +0.43 |
| XYZ Block Inc. | Add +827.6% | 0.68% | +0.42 |
| AFRM Affirm Holdings Inc. | New | 0.42% | +0.42 |
| DDOG Datadog Inc. Class A | Add +412.8% | 1.05% | +0.39 |
| IQV Iqvia Holdings Inc. | New | 0.35% | +0.35 |
| BKNG Booking Holdings Inc. | New | 0.31% | +0.31 |
| ANET Arista Networks Inc. | New | 0.29% | +0.29 |
| AS Amer Sports Inc. | Add +272.6% | 0.77% | +0.29 |
| BIRK Birkenstock Holding PLC | Add +600.0% | 0.42% | +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 |