Filed: 5/15/2026ACC: 0001652062-26-000004
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $924.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$924.33M
Total AUM (reported)
8.33M
Total Shares
Allocation by class
COM$417.41M45.2%
CL A$120.84M13.1%
SPONSORED ADS$94.42M10.2%
MSCI STH KOR ETF$71.25M7.7%
CAP STK CL A$42.62M4.6%
COM CL A$35.78M3.9%
SHS$30.40M3.3%
Portfolio Concentration
Top 3$214.49M23.2%
4–10$263.24M28.5%
11–25$338.49M36.6%
Rest$108.10M11.7%
Top 3 weight
23.2%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 8.33M
Sole
Full voting authority
8.33M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
MICRON TECHNOLOGY INC
SOLEShares261.31K
TypeSH
Market value$88.28M
9.55%
Sole
261.31K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares579.20K
TypeSH
Market value$71.25M
7.71%
Sole
579.20K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares162.64K
TypeSH
Market value$54.96M
5.95%
Sole
162.64K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares148.20K
TypeSH
Market value$42.62M
4.61%
Sole
148.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares67.56K
TypeSH
Market value$38.65M
4.18%
Sole
67.56K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares54.74K
TypeSH
Market value$38.47M
4.16%
Sole
54.74K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares852.60K
TypeSH
Market value$37.63M
4.07%
Sole
852.60K
Shared
0.00
None
0.00
CORNING INC
SOLEShares270.41K
TypeSH
Market value$36.77M
3.98%
Sole
270.41K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares516.25K
TypeSH
Market value$35.78M
3.87%
Sole
516.25K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares52.47K
TypeSH
Market value$33.33M
3.61%
Sole
52.47K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares160.40K
TypeSH
Market value$32.63M
3.53%
Sole
160.40K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares60.90K
TypeSH
Market value$30.19M
3.27%
Sole
60.90K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares140.04K
TypeSH
Market value$29.92M
3.24%
Sole
140.04K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares488.13K
TypeSH
Market value$29.80M
3.22%
Sole
488.13K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares86.80K
TypeSH
Market value$29.67M
3.21%
Sole
86.80K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares21K
TypeSH
Market value$27.74M
3.00%
Sole
21K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares181.44K
TypeSH
Market value$27.24M
2.95%
Sole
181.44K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares185K
TypeSH
Market value$23.21M
2.51%
Sole
185K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares316.90K
TypeSH
Market value$17.92M
1.94%
Sole
316.90K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares107.40K
TypeSH
Market value$16.25M
1.76%
Sole
107.40K
Shared
0.00
None
0.00
MKS INC.
SOLEShares68.50K
TypeSH
Market value$15.74M
1.70%
Sole
68.50K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares52.89K
TypeSH
Market value$15.68M
1.70%
Sole
52.89K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares203.20K
TypeSH
Market value$15.48M
1.67%
Sole
203.20K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares50.20K
TypeSH
Market value$14.17M
1.53%
Sole
50.20K
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares250K
TypeSH
Market value$12.85M
1.39%
Sole
250K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 261.31K | SH | $88.28M 9.55% | 261.31K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 579.20K | SH | $71.25M 7.71% | 579.20K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 162.64K | SH | $54.96M 5.95% | 162.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 148.20K | SH | $42.62M 4.61% | 148.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 67.56K | SH | $38.65M 4.18% | 67.56K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 54.74K | SH | $38.47M 4.16% | 54.74K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 852.60K | SH | $37.63M 4.07% | 852.60K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 270.41K | SH | $36.77M 3.98% | 270.41K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 516.25K | SH | $35.78M 3.87% | 516.25K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 52.47K | SH | $33.33M 3.61% | 52.47K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 160.40K | SH | $32.63M 3.53% | 160.40K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 60.90K | SH | $30.19M 3.27% | 60.90K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 140.04K | SH | $29.92M 3.24% | 140.04K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 488.13K | SH | $29.80M 3.22% | 488.13K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 86.80K | SH | $29.67M 3.21% | 86.80K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 21K | SH | $27.74M 3.00% | 21K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 181.44K | SH | $27.24M 2.95% | 181.44K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 185K | SH | $23.21M 2.51% | 185K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 316.90K | SH | $17.92M 1.94% | 316.90K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 107.40K | SH | $16.25M 1.76% | 107.40K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 68.50K | SH | $15.74M 1.70% | 68.50K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 52.89K | SH | $15.68M 1.70% | 52.89K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 203.20K | SH | $15.48M 1.67% | 203.20K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 50.20K | SH | $14.17M 1.53% | 50.20K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 250K | SH | $12.85M 1.39% | 250K | 0.00 | 0.00 |
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