Filed: 2/17/2026ACC: 0001652062-26-000003
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $960.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$960.92M
Total AUM (reported)
7.90M
Total Shares
Allocation by class
COM$422.38M44.0%
CAP STK CL A$105.20M10.9%
CL A$70.43M7.3%
COM CL A$69.69M7.3%
COM SHS$38.56M4.0%
SHS$37.63M3.9%
ADS$34.73M3.6%
Portfolio Concentration
Top 3$211.11M22.0%
4–10$210.34M21.9%
11–25$304.40M31.7%
Rest$235.07M24.5%
Top 3 weight
22.0%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 7.90M
Sole
Full voting authority
7.90M
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)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
ALPHABET INC
SOLEShares336.10K
TypeSH
Market value$105.20M
10.95%
Sole
336.10K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares526.33K
TypeSH
Market value$59.53M
6.19%
Sole
526.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares248.70K
TypeSH
Market value$46.38M
4.83%
Sole
248.70K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares107.25K
TypeSH
Market value$39.53M
4.11%
Sole
107.25K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares483.01K
TypeSH
Market value$34.73M
3.61%
Sole
483.01K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares143.15K
TypeSH
Market value$33.98M
3.54%
Sole
143.15K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares325.08K
TypeSH
Market value$26.34M
2.74%
Sole
325.08K
Shared
0.00
None
0.00
KLA CORP
SOLEShares21.02K
TypeSH
Market value$25.54M
2.66%
Sole
21.02K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares86.10K
TypeSH
Market value$25.45M
2.65%
Sole
86.10K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares52.71K
TypeSH
Market value$24.76M
2.58%
Sole
52.71K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares670K
TypeSH
Market value$24.72M
2.57%
Sole
670K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares99.78K
TypeSH
Market value$22.72M
2.36%
Sole
99.78K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares105.60K
TypeSH
Market value$21.94M
2.28%
Sole
105.60K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares112.31K
TypeSH
Market value$21.74M
2.26%
Sole
112.31K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares53.07K
TypeSH
Market value$21.30M
2.22%
Sole
53.07K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares60.21K
TypeSH
Market value$20.84M
2.17%
Sole
60.21K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares423K
TypeSH
Market value$20.55M
2.14%
Sole
423K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares177.20K
TypeSH
Market value$20.09M
2.09%
Sole
177.20K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares34.10K
TypeSH
Market value$19.80M
2.06%
Sole
34.10K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares144.80K
TypeSH
Market value$19.69M
2.05%
Sole
144.80K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares443.76K
TypeSH
Market value$19.60M
2.04%
Sole
443.76K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares116.83K
TypeSH
Market value$18.92M
1.97%
Sole
116.83K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares41.80K
TypeSH
Market value$17.82M
1.85%
Sole
41.80K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares16.47K
TypeSH
Market value$17.62M
1.83%
Sole
16.47K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares130K
TypeSH
Market value$17.03M
1.77%
Sole
130K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 336.10K | SH | $105.20M 10.95% | 336.10K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 526.33K | SH | $59.53M 6.19% | 526.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 248.70K | SH | $46.38M 4.83% | 248.70K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 107.25K | SH | $39.53M 4.11% | 107.25K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 483.01K | SH | $34.73M 3.61% | 483.01K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 143.15K | SH | $33.98M 3.54% | 143.15K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 325.08K | SH | $26.34M 2.74% | 325.08K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 21.02K | SH | $25.54M 2.66% | 21.02K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 86.10K | SH | $25.45M 2.65% | 86.10K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 52.71K | SH | $24.76M 2.58% | 52.71K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 670K | SH | $24.72M 2.57% | 670K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 99.78K | SH | $22.72M 2.36% | 99.78K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 105.60K | SH | $21.94M 2.28% | 105.60K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 112.31K | SH | $21.74M 2.26% | 112.31K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 53.07K | SH | $21.30M 2.22% | 53.07K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 60.21K | SH | $20.84M 2.17% | 60.21K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 423K | SH | $20.55M 2.14% | 423K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 177.20K | SH | $20.09M 2.09% | 177.20K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 34.10K | SH | $19.80M 2.06% | 34.10K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 144.80K | SH | $19.69M 2.05% | 144.80K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 443.76K | SH | $19.60M 2.04% | 443.76K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 116.83K | SH | $18.92M 1.97% | 116.83K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 41.80K | SH | $17.82M 1.85% | 41.80K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 16.47K | SH | $17.62M 1.83% | 16.47K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 130K | SH | $17.03M 1.77% | 130K | 0.00 | 0.00 |
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