Filed: 8/14/2023ACC: 0001085146-23-003354
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $3.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$3.18B
Total AUM (reported)
25.31M
Total Shares
Allocation by class
COM$2.04B64.2%
CL A$573.84M18.1%
SPONSORED ADS$225.58M7.1%
CAP STK CL A$125.10M3.9%
CAP STK CL C$114.27M3.6%
SPNSRD ADS NEW$73.76M2.3%
ORDINARY SHARES$22.63M0.7%
Portfolio Concentration
Top 3$739.93M23.3%
4–10$1.29B40.5%
11–25$1.11B35.1%
Rest$35.83M1.1%
Top 3 weight
23.3%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 25.31M
Sole
Full voting authority
25.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
META PLATFORMS INC
SOLEShares979.44K
TypeSH
Market value$281.08M
8.85%
Sole
979.44K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares3.94M
TypeSH
Market value$235.60M
7.41%
Sole
3.94M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares257.37K
TypeSH
Market value$223.25M
7.03%
Sole
257.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares506.95K
TypeSH
Market value$214.45M
6.75%
Sole
506.95K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.74M
TypeSH
Market value$206.62M
6.50%
Sole
1.74M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares500.45K
TypeSH
Market value$205.68M
6.47%
Sole
500.45K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares2.55M
TypeSH
Market value$176.57M
5.56%
Sole
2.55M
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares3.33M
TypeSH
Market value$169.71M
5.34%
Sole
3.33M
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares295.82K
TypeSH
Market value$159.81M
5.03%
Sole
295.82K
Shared
0.00
None
0.00
TESLA INC
SOLEShares590K
TypeSH
Market value$154.44M
4.86%
Sole
590K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares441.24K
TypeSH
Market value$150.26M
4.73%
Sole
441.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares663.50K
TypeSH
Market value$128.70M
4.05%
Sole
663.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.05M
TypeSH
Market value$125.10M
3.94%
Sole
1.05M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.06M
TypeSH
Market value$120.79M
3.80%
Sole
1.06M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares472.02K
TypeSH
Market value$120.61M
3.80%
Sole
472.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares944.65K
TypeSH
Market value$114.27M
3.60%
Sole
944.65K
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares1.86M
TypeSH
Market value$73.76M
2.32%
Sole
1.86M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares376.56K
TypeSH
Market value$66.27M
2.09%
Sole
376.56K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares485.67K
TypeSH
Market value$49.01M
1.54%
Sole
485.67K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares731.10K
TypeSH
Market value$47.91M
1.51%
Sole
731.10K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares362.03K
TypeSH
Market value$47.19M
1.49%
Sole
362.03K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares1.31M
TypeSH
Market value$22.63M
0.71%
Sole
1.31M
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares37.95K
TypeSH
Market value$18.56M
0.58%
Sole
37.95K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares27.50K
TypeSH
Market value$17.68M
0.56%
Sole
27.50K
Shared
0.00
None
0.00
OKTA INC
SOLEShares168.05K
TypeSH
Market value$11.65M
0.37%
Sole
168.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 979.44K | SH | $281.08M 8.85% | 979.44K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 3.94M | SH | $235.60M 7.41% | 3.94M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 257.37K | SH | $223.25M 7.03% | 257.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 506.95K | SH | $214.45M 6.75% | 506.95K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.74M | SH | $206.62M 6.50% | 1.74M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 500.45K | SH | $205.68M 6.47% | 500.45K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 2.55M | SH | $176.57M 5.56% | 2.55M | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 3.33M | SH | $169.71M 5.34% | 3.33M | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 295.82K | SH | $159.81M 5.03% | 295.82K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 590K | SH | $154.44M 4.86% | 590K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 441.24K | SH | $150.26M 4.73% | 441.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 663.50K | SH | $128.70M 4.05% | 663.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.05M | SH | $125.10M 3.94% | 1.05M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.06M | SH | $120.79M 3.80% | 1.06M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 472.02K | SH | $120.61M 3.80% | 472.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 944.65K | SH | $114.27M 3.60% | 944.65K | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 1.86M | SH | $73.76M 2.32% | 1.86M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 376.56K | SH | $66.27M 2.09% | 376.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 485.67K | SH | $49.01M 1.54% | 485.67K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 731.10K | SH | $47.91M 1.51% | 731.10K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 362.03K | SH | $47.19M 1.49% | 362.03K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 1.31M | SH | $22.63M 0.71% | 1.31M | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 37.95K | SH | $18.56M 0.58% | 37.95K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 27.50K | SH | $17.68M 0.56% | 27.50K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 168.05K | SH | $11.65M 0.37% | 168.05K | 0.00 | 0.00 |
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