Institutions / Tairen Capital Ltd
Tairen Capital Ltd
CIK 1652062 · Institution · as of Dec 31, 2025
Portfolio value
$960.92M
Positions
59
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 59 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $105.20M | 10.9% |
| Robinhood Markets, Inc. | $59.53M | 6.2% |
| NVIDIA Corp | $46.38M | 4.8% |
| Lumentum Hldgs Inc | $39.53M | 4.1% |
| Trip.com Group Ltd.TCOM | $34.73M | 3.6% |
| Sandisk Corp | $33.98M | 3.5% |
| ROBLOX Corp | $26.34M | 2.7% |
| Kla Corp | $25.54M | 2.7% |
| Celestica IncCLS | $25.45M | 2.6% |
| Synopsys Inc | $24.76M | 2.6% |
| Intel Corp | $24.72M | 2.6% |
| Progressive CORP/OH | $22.72M | 2.4% |
| Lululemon Athletica Inc | $21.94M | 2.3% |
| Teradyne, Inc | $21.74M | 2.3% |
| Hubspot Inc | $21.30M | 2.2% |
| Broadcom Inc. | $20.84M | 2.2% |
| Solstice Advanced Materials Inc. | $20.55M | 2.1% |
| PDD Holdings Inc.PDD | $20.09M | 2.1% |
| Spotify Technology S a | $19.80M | 2.1% |
| Datadog, Inc. | $19.69M | 2.0% |
| Unity Software Inc. | $19.60M | 2.0% |
| Intercontinental Exchange, Inc. | $18.92M | 2.0% |
| Linde PLC | $17.82M | 1.9% |
| Asml Holding N V | $17.62M | 1.8% |
| Arista Networks, Inc.ANET | $17.03M | 1.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.