Filed: 8/13/2026ACC: 0001652062-26-000006
📋 What this filing means
TAIREN CAPITAL LTD filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$1.13B
Total AUM (reported)
9.33M
Total Shares
Allocation by class
COM$709.26M62.7%
SPONSORED ADS$224.69M19.8%
COM CL A$63.12M5.6%
CL A$38.57M3.4%
COM NEW$29.83M2.6%
SPONSORED ADR$16.15M1.4%
COM STK$11.62M1.0%
Portfolio Concentration
Top 3$407.42M36.0%
4–10$426.30M37.7%
11–25$242.50M21.4%
Rest$55.84M4.9%
Top 3 weight
36.0%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 9.33M
Sole
Full voting authority
9.33M
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:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares452.80K
TypeSH
Market value$216.24M
19.10%
Sole
452.80K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares171.10K
TypeSH
Market value$99.39M
8.78%
Sole
171.10K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares106.96K
TypeSH
Market value$91.78M
8.11%
Sole
106.96K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares288.88K
TypeSH
Market value$86.05M
7.60%
Sole
288.88K
Shared
0.00
None
0.00
CORNING INC
SOLEShares294.17K
TypeSH
Market value$75.14M
6.64%
Sole
294.17K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares469.34K
TypeSH
Market value$65.53M
5.79%
Sole
469.34K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares303.69K
TypeSH
Market value$56.12M
4.96%
Sole
303.69K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares317.40K
TypeSH
Market value$52.61M
4.65%
Sole
317.40K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares512.95K
TypeSH
Market value$51.44M
4.54%
Sole
512.95K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares108K
TypeSH
Market value$39.40M
3.48%
Sole
108K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares99.16K
TypeSH
Market value$37.46M
3.31%
Sole
99.16K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares31.80K
TypeSH
Market value$36.71M
3.24%
Sole
31.80K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares584K
TypeSH
Market value$32.41M
2.86%
Sole
584K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares34.72K
TypeSH
Market value$17.03M
1.50%
Sole
34.72K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares1.22M
TypeSH
Market value$16.15M
1.43%
Sole
1.22M
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares32K
TypeSH
Market value$15.48M
1.37%
Sole
32K
Shared
0.00
None
0.00
X-ENERGY INC
SOLEShares636K
TypeSH
Market value$11.68M
1.03%
Sole
636K
Shared
0.00
None
0.00
SLB LIMITED
SOLEShares250K
TypeSH
Market value$11.62M
1.03%
Sole
250K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares274.23K
TypeSH
Market value$10.93M
0.97%
Sole
274.23K
Shared
0.00
None
0.00
AXT INC
SOLEShares140K
TypeSH
Market value$10.09M
0.89%
Sole
140K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares12.50K
TypeSH
Market value$9.32M
0.82%
Sole
12.50K
Shared
0.00
None
0.00
ROOT INC
SOLEShares160.80K
TypeSH
Market value$8.99M
0.79%
Sole
160.80K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares88K
TypeSH
Market value$8.45M
0.75%
Sole
88K
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares62.79K
TypeSH
Market value$8.40M
0.74%
Sole
62.79K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
SOLEShares40K
TypeSH
Market value$7.79M
0.69%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 452.80K | SH | $216.24M 19.10% | 452.80K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 171.10K | SH | $99.39M 8.78% | 171.10K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 106.96K | SH | $91.78M 8.11% | 106.96K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 288.88K | SH | $86.05M 7.60% | 288.88K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 294.17K | SH | $75.14M 6.64% | 294.17K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 469.34K | SH | $65.53M 5.79% | 469.34K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 303.69K | SH | $56.12M 4.96% | 303.69K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 317.40K | SH | $52.61M 4.65% | 317.40K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 512.95K | SH | $51.44M 4.54% | 512.95K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 108K | SH | $39.40M 3.48% | 108K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 99.16K | SH | $37.46M 3.31% | 99.16K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 31.80K | SH | $36.71M 3.24% | 31.80K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 584K | SH | $32.41M 2.86% | 584K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 34.72K | SH | $17.03M 1.50% | 34.72K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 1.22M | SH | $16.15M 1.43% | 1.22M | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 32K | SH | $15.48M 1.37% | 32K | 0.00 | 0.00 |
X-ENERGY INCSOLE | COM CL A | 636K | SH | $11.68M 1.03% | 636K | 0.00 | 0.00 |
SLB LIMITEDSOLE | COM STK | 250K | SH | $11.62M 1.03% | 250K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 274.23K | SH | $10.93M 0.97% | 274.23K | 0.00 | 0.00 |
AXT INCSOLE | COM | 140K | SH | $10.09M 0.89% | 140K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 12.50K | SH | $9.32M 0.82% | 12.50K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 160.80K | SH | $8.99M 0.79% | 160.80K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 88K | SH | $8.45M 0.75% | 88K | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 62.79K | SH | $8.40M 0.74% | 62.79K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCSOLE | COM | 40K | SH | $7.79M 0.69% | 40K | 0.00 | 0.00 |
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