Tairen Capital Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Tairen Capital Ltd held in its portfolio 59 assets valued at $960,917,693 (i.e. $960.92M).
The most valuable assets in the portfolio included: ALPHABET INC ($105.20M), ROBINHOOD MKTS INC ($59.53M), and NVIDIA CORPORATION ($46.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tairen Capital Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 336100 | 105199300 | CAP STK CL A |
| ROBINHOOD MKTS INC | 526330 | 59527923 | COM CL A |
| NVIDIA CORPORATION | 248700 | 46382550 | COM |
| LUMENTUM HLDGS INC | 107250 | 39531278 | COM |
| TRIP COM GROUP LTD | 483010 | 34733249 | ADS |
| SANDISK CORP | 143149 | 33980710 | COM |
| ROBLOX CORP | 325085 | 26341638 | CL A |
| KLA CORP | 21020 | 25540982 | COM NEW |
| CELESTICA INC | 86100 | 25452021 | COM |
| SYNOPSYS INC | 52708 | 24758002 | COM |
| INTEL CORP | 670000 | 24723000 | COM |
| PROGRESSIVE CORP | 99777 | 22721218 | COM |
| LULULEMON ATHLETICA INC | 105600 | 21944736 | COM |
| TERADYNE INC | 112313 | 21739304 | COM |
| HUBSPOT INC | 53068 | 21296188 | COM |
| BROADCOM INC | 60212 | 20839373 | COM |
| SOLSTICE ADVANCED MATLS INC | 423000 | 20549340 | COM SHS |
| PDD HOLDINGS INC | 177200 | 20092708 | SPONSORED ADS |
| SPOTIFY TECHNOLOGY S A | 34100 | 19802211 | SHS |
| DATADOG INC | 144800 | 19691352 | CL A COM |
| UNITY SOFTWARE INC | 443765 | 19601100 | COM |
| INTERCONTINENTAL EXCHANGE IN | 116827 | 18921301 | COM |
| LINDE PLC | 41800 | 17823102 | SHS |
| ASML HOLDING N V | 16470 | 17620594 | N Y REGISTRY SHS |
| ARISTA NETWORKS INC | 130000 | 17033900 | COM SHS |
| SHOPIFY INC | 103233 | 16617416 | CL A SUB VTG SHS |
| COHERENT CORP | 80650 | 14885571 | COM |
| ROOT INC | 160798 | 11614440 | CL A NEW |
| MONGODB INC | 27600 | 11583444 | CL A |
| VEEVA SYS INC | 50792 | 11338298 | CL A COM |
| HOME DEPOT INC | 32800 | 11286480 | COM |
| WABTEC | 50794 | 10841979 | COM |
| VERISK ANALYTICS INC | 48100 | 10759489 | COM |
| TOWER SEMICONDUCTOR LTD | 90000 | 10567800 | SHS NEW |
| APPLOVIN CORP | 15080 | 10161206 | COM CL A |
| FIGMA INC | 260200 | 9723674 | CLASS A COM STK |
| CREDO TECHNOLOGY GROUP HOLDI | 66300 | 9539907 | ORDINARY SHARES |
| DOORDASH INC | 40640 | 9204147 | CL A |
| ASTERA LABS INC | 55213 | 9185235 | COM |
| SEA LTD | 71300 | 9095741 | SPONSORD ADS |
| ALPHABET INC | 27620 | 8667156 | CAP STK CL C |
| SNAP INC | 1070000 | 8634900 | CL A |
| NEW ORIENTAL ED & TECHNOLOGY | 155300 | 8546159 | SPON ADR |
| PARKER-HANNIFIN CORP | 8400 | 7383264 | COM |
| FLOWSERVE CORP | 80000 | 5550400 | COM |
| PURE STORAGE INC | 80000 | 5360800 | CL A |
| LAUDER ESTEE COS INC | 46600 | 4879952 | CL A |
| DOXIMITY INC | 100000 | 4428000 | CL A |
| GUIDEWIRE SOFTWARE INC | 18000 | 3618180 | COM |
| FLUOR CORP NEW | 83275 | 3300188 | COM |
| MARVELL TECHNOLOGY INC | 26736 | 2272025 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 6550 | 1990480 | SPONSORED ADS |
| AMER SPORTS INC | 26150 | 976703 | COM SHS |
| BRITISH AMERN TOB PLC | 16290 | 922340 | SPONSORED ADR |
| SEMTECH CORP | 8100 | 596889 | COM |
| TTM TECHNOLOGIES INC | 8000 | 552000 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1820 | 501210 | ORD SHS |
| AMKOR TECHNOLOGY INC | 6500 | 256620 | COM |
| PONY AI INC | 15760 | 228520 | SPONSORED ADS |
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