Filed: 5/15/2025ACC: 0001085146-25-003173
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$1.51B
Total AUM (reported)
16.55M
Total Shares
Allocation by class
COM$721.76M47.7%
CL A$273.68M18.1%
COM CL A$103.77M6.9%
SPONSORED ADS$92.17M6.1%
SHS$52.60M3.5%
SPON ADS CL A$50.21M3.3%
CL A COM$43.16M2.9%
Portfolio Concentration
Top 3$362.24M23.9%
4–10$344.80M22.8%
11–25$349.11M23.1%
Rest$456.39M30.2%
Top 3 weight
23.9%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 16.55M
Sole
Full voting authority
16.55M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
AMAZON COM INC
SOLEShares752.95K
TypeSH
Market value$143.26M
9.47%
Sole
752.95K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares205.20K
TypeSH
Market value$118.27M
7.82%
Sole
205.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares268.30K
TypeSH
Market value$100.72M
6.66%
Sole
268.30K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares456.78K
TypeSH
Market value$66.76M
4.41%
Sole
456.78K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares1.57M
TypeSH
Market value$65.32M
4.32%
Sole
1.57M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares490.56K
TypeSH
Market value$50.21M
3.32%
Sole
490.56K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares290.65K
TypeSH
Market value$48.25M
3.19%
Sole
290.65K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares266.80K
TypeSH
Market value$45.53M
3.01%
Sole
266.80K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares737.60K
TypeSH
Market value$34.53M
2.28%
Sole
737.60K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares204.30K
TypeSH
Market value$34.21M
2.26%
Sole
204.30K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares334.27K
TypeSH
Market value$32.73M
2.16%
Sole
334.27K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares49.87K
TypeSH
Market value$28.92M
1.91%
Sole
49.87K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares1.26M
TypeSH
Market value$28.54M
1.89%
Sole
1.26M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares72.16K
TypeSH
Market value$25.20M
1.67%
Sole
72.16K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares214.50K
TypeSH
Market value$23.98M
1.59%
Sole
214.50K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares281.22K
TypeSH
Market value$23.89M
1.58%
Sole
281.22K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares524.96K
TypeSH
Market value$23.06M
1.52%
Sole
524.96K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares42.20K
TypeSH
Market value$23.05M
1.52%
Sole
42.20K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares337.92K
TypeSH
Market value$21.49M
1.42%
Sole
337.92K
Shared
0.00
None
0.00
NATERA INC
SOLEShares141.91K
TypeSH
Market value$20.07M
1.33%
Sole
141.91K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares42.78K
TypeSH
Market value$19.92M
1.32%
Sole
42.78K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares490.46K
TypeSH
Market value$19.83M
1.31%
Sole
490.46K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares187.10K
TypeSH
Market value$19.63M
1.30%
Sole
187.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.90K
TypeSH
Market value$19.53M
1.29%
Sole
87.90K
Shared
0.00
None
0.00
AMBARELLA INC
SOLEShares383.12K
TypeSH
Market value$19.28M
1.27%
Sole
383.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 752.95K | SH | $143.26M 9.47% | 752.95K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 205.20K | SH | $118.27M 7.82% | 205.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 268.30K | SH | $100.72M 6.66% | 268.30K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 456.78K | SH | $66.76M 4.41% | 456.78K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.57M | SH | $65.32M 4.32% | 1.57M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 490.56K | SH | $50.21M 3.32% | 490.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 290.65K | SH | $48.25M 3.19% | 290.65K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 266.80K | SH | $45.53M 3.01% | 266.80K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 737.60K | SH | $34.53M 2.28% | 737.60K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 204.30K | SH | $34.21M 2.26% | 204.30K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 334.27K | SH | $32.73M 2.16% | 334.27K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 49.87K | SH | $28.92M 1.91% | 49.87K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.26M | SH | $28.54M 1.89% | 1.26M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 72.16K | SH | $25.20M 1.67% | 72.16K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 214.50K | SH | $23.98M 1.59% | 214.50K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 281.22K | SH | $23.89M 1.58% | 281.22K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 524.96K | SH | $23.06M 1.52% | 524.96K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 42.20K | SH | $23.05M 1.52% | 42.20K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 337.92K | SH | $21.49M 1.42% | 337.92K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 141.91K | SH | $20.07M 1.33% | 141.91K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 42.78K | SH | $19.92M 1.32% | 42.78K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 490.46K | SH | $19.83M 1.31% | 490.46K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 187.10K | SH | $19.63M 1.30% | 187.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.90K | SH | $19.53M 1.29% | 87.90K | 0.00 | 0.00 |
AMBARELLA INCSOLE | SHS | 383.12K | SH | $19.28M 1.27% | 383.12K | 0.00 | 0.00 |
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