Tairen Capital Ltd
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CELESTICA INCCLS | $25.45M | 2.6% |
| KLA CORP | $25.54M | 2.7% |
| ROBLOX Corp | $26.34M | 2.7% |
| Sandisk Corp | $33.98M | 3.5% |
| Trip.com Group Ltd.TCOM | $34.73M | 3.6% |
| LUMENTUM HLDGS INC | $39.53M | 4.1% |
| NVIDIA Corp | $46.38M | 4.8% |
| Robinhood Markets, Inc. | $59.53M | 6.2% |
| Alphabet Inc. | $105.20M | 10.9% |