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Tairen Capital Ltd
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,132,050,564
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $216,243,696
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $99,393,701
- LUMENTUM HLDGS INC · COM · 55024U109 · shares: $91,778,098
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $86,054,463
- CORNING INC · COM · 219350105 · shares: $75,139,588
- INTEL CORP · COM · 458140100 · shares: $65,533,944
- QUALCOMM INC · COM · 747525103 · shares: $56,119,060
- CHEVRON CORPORATION · COM · 166764100 · shares: $52,612,224
- ROBINHOOD MKTS INC · COM CL A · 770700102 · shares: $51,438,827
- CELESTICA INC · COM · 15101Q207 · shares: $39,398,400
Reported holdings
44 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 452,800 shares | $216,243,696 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 171,100 shares | $99,393,701 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 106,960 shares | $91,778,098 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 288,880 shares | $86,054,463 |
| CORNING INC | COM | 219350105 | — | 294,169 shares | $75,139,588 |
| INTEL CORP | COM | 458140100 | — | 469,340 shares | $65,533,944 |
| QUALCOMM INC | COM | 747525103 | — | 303,691 shares | $56,119,060 |
| CHEVRON CORPORATION | COM | 166764100 | — | 317,400 shares | $52,612,224 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 512,952 shares | $51,438,827 |
| CELESTICA INC | COM | 15101Q207 | — | 108,000 shares | $39,398,400 |
| BROADCOM INC | COM | 11135F101 | — | 99,160 shares | $37,457,690 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 31,805 shares | $36,712,193 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 583,995 shares | $32,411,723 |
| CIENA CORP | COM NEW | 171779309 | — | 34,720 shares | $17,032,243 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 1,215,920 shares | $16,147,418 |
| TERADYNE INC | COM | 880770102 | — | 32,000 shares | $15,482,880 |
| X-ENERGY INC | COM CL A | 98386P102 | — | 636,000 shares | $11,676,960 |
| SLB LIMITED | COM STK | 806857108 | — | 250,000 shares | $11,622,500 |
| TRIP COM GROUP LTD | ADS | 89677Q107 | — | 274,227 shares | $10,925,204 |
| AXT INC | COM | 00246W103 | — | 140,000 shares | $10,091,200 |
| SITIME CORP | COM | 82982T106 | — | 12,500 shares | $9,319,500 |
| ROOT INC | CL A NEW | 77664L207 | — | 160,798 shares | $8,991,824 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 88,000 shares | $8,446,240 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 62,786 shares | $8,398,255 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 40,000 shares | $7,786,000 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 238,300 shares | $6,989,339 |
| ONTO INNOVATION INC | COM | 683344105 | — | 17,500 shares | $6,622,875 |
| INNIO NV | ORDINARY SHARES | N52A8C105 | — | 159,132 shares | $6,293,671 |
| SEMTECH CORP | COM | 816850101 | — | 37,100 shares | $6,004,635 |
| POET TECHNOLOGIES INC | COM NEW | 73044W302 | — | 540,000 shares | $5,551,200 |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | — | 102,700 shares | $4,714,957 |
| SNAP INC | CL A | 83304A106 | — | 900,500 shares | $3,998,220 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 26,200 shares | $2,994,398 |
| SANDISK CORP | COM | 80004C200 | — | 1,205 shares | $2,739,845 |
| SEADRILL LTD | COM | G7997W102 | — | 61,600 shares | $2,329,712 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | — | 445,100 shares | $2,176,539 |
| VALARIS LTD | CL A | G9460G101 | — | 29,800 shares | $2,163,480 |
| SUPER MICRO COMPUTER INC | 7 DEP CM SR A WI | 86800U500 | — | 20,000 shares | $1,039,200 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 345 shares | $686,357 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 17,270 shares | $469,917 |
| ORACLE CORP | 6.5 DEP CUM SR D | 68389X204 | — | 10,000 shares | $449,500 |
| APPLIED MATLS INC | COM | 038222105 | — | 400 shares | $289,200 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 600 shares | $259,998 |
| DINGDONG CAYMAN LTD | ADS | 25445D101 | — | 33,000 shares | $63,690 |