Filed: 11/13/2025ACC: 0001652062-25-000005
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $925.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$925.44M
Total AUM (reported)
7.98M
Total Shares
Allocation by class
COM$445.69M48.2%
SPONSORED ADS$116.76M12.6%
CL A$69.94M7.6%
COM CL A$69.15M7.5%
COM SHS$50.48M5.5%
N Y REGISTRY SHS$36.79M4.0%
CAP STK CL A$33.88M3.7%
Portfolio Concentration
Top 3$185.93M20.1%
4–10$240.06M25.9%
11–25$280.02M30.3%
Rest$219.44M23.7%
Top 3 weight
20.1%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 7.98M
Sole
Full voting authority
7.98M
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)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
TESLA INC
SOLEShares146.11K
TypeSH
Market value$64.98M
7.02%
Sole
146.11K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares447.90K
TypeSH
Market value$64.13M
6.93%
Sole
447.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares304.52K
TypeSH
Market value$56.82M
6.14%
Sole
304.52K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares158.30K
TypeSH
Market value$44.21M
4.78%
Sole
158.30K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares240.88K
TypeSH
Market value$43.05M
4.65%
Sole
240.88K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares38K
TypeSH
Market value$36.79M
3.98%
Sole
38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares139.36K
TypeSH
Market value$33.88M
3.66%
Sole
139.36K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares334.61K
TypeSH
Market value$28.13M
3.04%
Sole
334.61K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares81K
TypeSH
Market value$28.05M
3.03%
Sole
81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50.10K
TypeSH
Market value$25.95M
2.80%
Sole
50.10K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares46.44K
TypeSH
Market value$22.91M
2.48%
Sole
46.44K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares67.60K
TypeSH
Market value$22.25M
2.40%
Sole
67.60K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares82.98K
TypeSH
Market value$20.49M
2.21%
Sole
82.98K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares121.36K
TypeSH
Market value$20.31M
2.19%
Sole
121.36K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares41.80K
TypeSH
Market value$19.86M
2.15%
Sole
41.80K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares13.05K
TypeSH
Market value$19.53M
2.11%
Sole
13.05K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares550.20K
TypeSH
Market value$19.12M
2.07%
Sole
550.20K
Shared
0.00
None
0.00
NETEASE INC
SOLEShares125.72K
TypeSH
Market value$19.11M
2.06%
Sole
125.72K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares83.63K
TypeSH
Market value$18.86M
2.04%
Sole
83.63K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares134.79K
TypeSH
Market value$18.67M
2.02%
Sole
134.79K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares150K
TypeSH
Market value$18.01M
1.95%
Sole
150K
Shared
0.00
None
0.00
WABTEC
SOLEShares86K
TypeSH
Market value$17.24M
1.86%
Sole
86K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares159.32K
TypeSH
Market value$15.95M
1.72%
Sole
159.32K
Shared
0.00
None
0.00
ROOT INC
SOLEShares160.80K
TypeSH
Market value$14.39M
1.56%
Sole
160.80K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares89.70K
TypeSH
Market value$13.33M
1.44%
Sole
89.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 146.11K | SH | $64.98M 7.02% | 146.11K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 447.90K | SH | $64.13M 6.93% | 447.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 304.52K | SH | $56.82M 6.14% | 304.52K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 158.30K | SH | $44.21M 4.78% | 158.30K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 240.88K | SH | $43.05M 4.65% | 240.88K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 38K | SH | $36.79M 3.98% | 38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 139.36K | SH | $33.88M 3.66% | 139.36K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 334.61K | SH | $28.13M 3.04% | 334.61K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 81K | SH | $28.05M 3.03% | 81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.10K | SH | $25.95M 2.80% | 50.10K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 46.44K | SH | $22.91M 2.48% | 46.44K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 67.60K | SH | $22.25M 2.40% | 67.60K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 82.98K | SH | $20.49M 2.21% | 82.98K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 121.36K | SH | $20.31M 2.19% | 121.36K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 41.80K | SH | $19.86M 2.15% | 41.80K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 13.05K | SH | $19.53M 2.11% | 13.05K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 550.20K | SH | $19.12M 2.07% | 550.20K | 0.00 | 0.00 |
NETEASE INCSOLE | SPONSORED ADS | 125.72K | SH | $19.11M 2.06% | 125.72K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 83.63K | SH | $18.86M 2.04% | 83.63K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 134.79K | SH | $18.67M 2.02% | 134.79K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 150K | SH | $18.01M 1.95% | 150K | 0.00 | 0.00 |
WABTECSOLE | COM | 86K | SH | $17.24M 1.86% | 86K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 159.32K | SH | $15.95M 1.72% | 159.32K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 160.80K | SH | $14.39M 1.56% | 160.80K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 89.70K | SH | $13.33M 1.44% | 89.70K | 0.00 | 0.00 |
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