Institutions / Tairen Capital Ltd / Holdings

Tairen Capital Ltd

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Alphabet Inc.	—	$105.20M	336,100	10.9%
Robinhood Markets, Inc.	—	$59.53M	526,330	6.2%
NVIDIA Corp	—	$46.38M	248,700	4.8%
LUMENTUM HLDGS INC	—	$39.53M	107,250	4.1%
Trip.com Group Ltd.TCOM	ADR	$34.73M	483,010	3.6%
Sandisk Corp	—	$33.98M	143,149	3.5%
ROBLOX Corp	—	$26.34M	325,085	2.7%
KLA CORP	—	$25.54M	21,020	2.7%
CELESTICA INCCLS	Common Stock	$25.45M	86,100	2.6%
SYNOPSYS INC	—	$24.76M	52,708	2.6%
INTEL CORP	—	$24.72M	670,000	2.6%
PROGRESSIVE CORP/OH	—	$22.72M	99,777	2.4%
Lululemon Athletica Inc	—	$21.94M	105,600	2.3%
TERADYNE, INC	—	$21.74M	112,313	2.3%
HUBSPOT INC	—	$21.30M	53,068	2.2%
Broadcom Inc.	—	$20.84M	60,212	2.2%
Solstice Advanced Materials Inc.	—	$20.55M	423,000	2.1%
PDD Holdings Inc.PDD	ADR	$20.09M	177,200	2.1%
SPOTIFY TECHNOLOGY S A	—	$19.80M	34,100	2.1%
Datadog, Inc.	—	$19.69M	144,800	2.0%
Unity Software Inc.	—	$19.60M	443,765	2.0%
Intercontinental Exchange, Inc.	—	$18.92M	116,827	2.0%
LINDE PLC	—	$17.82M	41,800	1.9%
ASML HOLDING N V	—	$17.62M	16,470	1.8%
Arista Networks, Inc.ANET	Common Stock	$17.03M	130,000	1.8%
SHOPIFY INC	—	$16.62M	103,233	1.7%
COHERENT CORP	—	$14.89M	80,650	1.5%
Root, Inc.	—	$11.61M	160,798	1.2%
MongoDB, Inc.	—	$11.58M	27,600	1.2%
VEEVA SYSTEMS INC	—	$11.34M	50,792	1.2%
HOME DEPOT, INC.	—	$11.29M	32,800	1.2%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$10.84M	50,794	1.1%
Verisk Analytics, Inc.	—	$10.76M	48,100	1.1%
TOWER SEMICONDUCTOR LTD	—	$10.57M	90,000	1.1%
AppLovin Corp	—	$10.16M	15,080	1.1%
Figma, Inc.FIG	Common Stock	$9.72M	260,200	1.0%
Credo Technology Group Holding Ltd	—	$9.54M	66,300	1.0%
DoorDash, Inc.	—	$9.20M	40,640	1.0%
Astera Labs, Inc.	—	$9.19M	55,213	1.0%
Sea Ltd	—	$9.10M	71,300	0.9%
Alphabet Inc.	—	$8.67M	27,620	0.9%
Snap Inc	—	$8.63M	1,070,000	0.9%
New Oriental Education & Technology Group Inc	—	$8.55M	155,300	0.9%
Parker-Hannifin Corp	—	$7.38M	8,400	0.8%
FLOWSERVE CORP	—	$5.55M	80,000	0.6%
Everpure, Inc.	—	$5.36M	80,000	0.6%
Estee Lauder Cos Inc/The	—	$4.88M	46,600	0.5%
Doximity, Inc.	—	$4.43M	100,000	0.5%
Guidewire Software, Inc.	—	$3.62M	18,000	0.4%
Fluor Corp	—	$3.30M	83,275	0.3%