Tairen Capital Ltd Top Holdings and 13F Report (2025) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $680.18 million in total holdings as of December 31, 2024.Tairen Capital Ltd owns shares of 69 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 48.20% of the portfolio was purchased this quarter.About 379.49% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 59 new stocks and bought additional shares in 21 stocks.Tairen Capital Ltd sold shares of 19 stocks and completely divested from 14 stocks this quarter.Largest Holdings Salesforce $71,379,455PDD $69,069,877Microsoft $56,523,150Veeva Systems $51,584,838Meta Platforms $45,025,719 Largest New Holdings this Quarter Microsoft $56,523,150 HoldingMongoDB $11,617,219 HoldingAmazon.com $11,419,250 HoldingON $9,310,900 HoldingLi Auto $8,434,884 Holding Largest Purchases this Quarter Salesforce 194,500 shares (about $65.03M)Microsoft 134,100 shares (about $56.52M)Veeva Systems 152,350 shares (about $32.03M)Robinhood Markets 455,500 shares (about $16.97M)Lumentum 179,746 shares (about $15.09M) Largest Sales this Quarter PDD 4,803,243 shares (about $465.87M)Alphabet 2,397,588 shares (about $453.86M)Alphabet 2,069,941 shares (about $394.20M)NVIDIA 2,814,614 shares (about $377.97M)Tesla 654,438 shares (about $264.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTairen Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRMSalesforce$71,379,455$65,027,185 ▲1,023.7%213,50010.5%Computer and TechnologyPDDPDD$69,069,877$465,866,541 ▼-87.1%712,13410.2%Retail/WholesaleMSFTMicrosoft$56,523,150$56,523,150 ▲New Holding134,1008.3%Computer and TechnologyVEEVVeeva Systems$51,584,838$32,031,588 ▲163.8%245,3507.6%MedicalMETAMeta Platforms$45,025,719$154,006,695 ▼-77.4%76,9006.6%Computer and TechnologyHOODRobinhood Markets$23,306,130$16,971,930 ▲267.9%625,5003.4%FinanceFUTUFutu$22,202,024$23,070,395 ▼-51.0%277,5603.3%Business ServicesSNOWSnowflake$21,693,061$29,740,910 ▼-57.8%140,4903.2%Computer and TechnologyBABoeing$19,470,000$23,187,000 ▼-54.4%110,0002.9%AerospaceGOOGLAlphabet$19,270,740$453,863,408 ▼-95.9%101,8002.8%Computer and TechnologyLITELumentum$16,088,682$15,089,677 ▲1,510.5%191,6462.4%Computer and TechnologyABNBAirbnb$15,769,200$5,703,194 ▼-26.6%120,0002.3%Consumer DiscretionaryGOOGAlphabet$15,501,816$394,199,564 ▼-96.2%81,4002.3%Computer and TechnologyELEstée Lauder Companies$15,370,900$9,537,456 ▲163.5%205,0002.3%Consumer StaplesPGRProgressive$14,376,600$8,769,726 ▲156.4%60,0002.1%FinanceNFLXNetflix$13,369,800$123,943,394 ▼-90.3%15,0002.0%Consumer DiscretionarySPOTSpotify Technology$13,063,496$7,068,604 ▼-35.1%29,2001.9%Business ServicesMDBMongoDB$11,617,219$11,617,219 ▲New Holding49,9001.7%Computer and TechnologyAMZNAmazon.com$11,419,250$11,419,250 ▲New Holding52,0501.7%Retail/WholesaleAAPAdvance Auto Parts$10,207,594$8,228,460 ▲415.8%215,8511.5%Retail/WholesaleONONON$9,310,900$9,310,900 ▲New Holding170,0001.4%Retail/WholesaleLILi Auto$8,434,884$8,434,884 ▲New Holding351,6001.2%Auto/Tires/TrucksBILLBILL$7,750,965$934,097 ▲13.7%91,5001.1%Computer and TechnologyADSKAutodesk$7,566,592$6,975,452 ▲1,180.0%25,6001.1%Computer and TechnologyNVDANVIDIA$6,983,080$377,974,514 ▼-98.2%52,0001.0%Computer and TechnologyQCOMQUALCOMM$6,682,470$6,682,470 ▲New Holding43,5001.0%Computer and TechnologyDECKDeckers Outdoor$5,686,520$4,061,800 ▲250.0%28,0000.8%Retail/WholesaleBABAAlibaba Group$5,511,350$4,239,500 ▲333.3%65,0000.8%Retail/WholesaleMNSOMINISO Group$5,212,081$3,539,781 ▲211.7%218,1700.8%Retail/WholesaleANSSANSYS$5,145,969$5,145,969 ▲New Holding15,2550.8%Computer and TechnologyMNDYmonday.com$4,567,536$3,037,176 ▲198.5%19,4000.7%Computer and TechnologyDDOGDatadog$4,458,168$242,913 ▼-5.2%31,2000.7%Computer and TechnologySHWSherwin-Williams$4,419,090$4,419,090 ▲New Holding13,0000.6%Basic MaterialsFSLRFirst Solar$4,406,000$2,643,600 ▲150.0%25,0000.6%Oils/EnergyLINDE PLC$4,186,700$4,186,700 ▲New Holding10,0000.6%SHSESTCElastic$3,963,200$2,576,080 ▲185.7%40,0000.6%Computer and TechnologySNPSSynopsys$3,882,880$3,882,880 ▲New Holding8,0000.6%Computer and TechnologyPFEPfizer$3,448,9000.0%130,0000.5%MedicalCHWYChewy$3,349,000$502,350 ▲17.6%100,0000.5%Retail/WholesaleAMER SPORTS INC$3,271,320$3,271,320 ▲New Holding117,0000.5%COM SHSSNAPSnap$3,231,0000.0%300,0000.5%Computer and TechnologyGWREGuidewire Software$3,101,872$3,101,872 ▲New Holding18,4000.5%Computer and TechnologyBZKanzhun$2,760,0000.0%200,0000.4%Computer and TechnologyWIXWix.com$2,402,960$2,402,960 ▲New Holding11,2000.4%Computer and TechnologyCFLTConfluent$2,035,432$637,432 ▲45.6%72,7980.3%Computer and TechnologyETSYEtsy$1,851,150$793,350 ▲75.0%35,0000.3%Retail/WholesaleBLOCK INC$1,725,297$1,249,353 ▼-42.0%20,3000.3%CL ANTRANatera$1,693,810$1,693,810 ▲New Holding10,7000.2%MedicalZIZoomInfo Technologies$1,681,600$840,800 ▲100.0%160,0000.2%Computer and TechnologyCDNSCadence Design Systems$1,502,300$1,502,300 ▲New Holding5,0000.2%Computer and TechnologyROKURoku$1,486,800$1,486,800 ▲New Holding20,0000.2%Consumer DiscretionaryYNDXYandex$1,385,000$1,385,000 ▲New Holding50,0000.2%Computer and TechnologyOKTAOkta$1,150,480$31,520 ▼-2.7%14,6000.2%Computer and TechnologyBIRKENSTOCK HOLDING PLC$1,133,200$1,133,200 ▲New Holding20,0000.2%COM SHSUUnity Software$1,123,500$1,123,500 ▲New Holding50,0000.2%Computer and TechnologyNETCloudflare$1,076,800$6,030,080 ▼-84.8%10,0000.2%Computer and TechnologyFRSHFreshworks$970,200$970,200 ▲New Holding60,0000.1%Computer and TechnologySSentinelOne$910,444$333,244 ▲57.7%41,0110.1%Computer and TechnologyFIVNFive9$867,380$174,833 ▲25.2%21,3430.1%Computer and TechnologyHUBSHubSpot$522,578$870,963 ▼-62.5%7500.1%Computer and TechnologyTWLOTwilio$486,360$5,555,312 ▼-91.9%4,5000.1%Computer and TechnologyAVGOBroadcom$440,496$440,496 ▲New Holding1,9000.1%Computer and TechnologyTSLATesla$424,032$264,288,242 ▼-99.8%1,0500.1%Auto/Tires/TrucksBEBloom Energy$402,001$402,001 ▲New Holding18,1000.1%Oils/EnergyINTCIntel$401,000$100,250 ▼-20.0%20,0000.1%Computer and TechnologyDOCUDocuSign$332,7780.0%3,7000.0%Computer and TechnologyTCOMTrip.com Group$267,774$267,774 ▲New Holding3,9000.0%Consumer DiscretionaryDLODLocal$197,3990.0%17,5310.0%Business ServicesTIGRUP Fintech$67,992$67,992 ▲New Holding10,5250.0%FinanceANETArista Networks$0$119,564,150 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$41,832,000 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$22,791,252 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$21,360,500 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$16,700,521 ▼-100.0%00.0%Computer and TechnologyENPHEnphase Energy$0$8,542,408 ▼-100.0%00.0%Oils/EnergyUBERUber Technologies$0$4,683,250 ▼-100.0%00.0%Computer and TechnologyELFe.l.f. Beauty$0$3,683,750 ▼-100.0%00.0%Consumer StaplesBEKEKE$0$2,372,826 ▼-100.0%00.0%Computer and TechnologyDTDynatrace$0$1,076,000 ▼-100.0%00.0%Computer and TechnologyASTERA LABS INC$0$575,312 ▼-100.0%00.0%COMCHKPCheck Point Software Technologies$0$433,025 ▼-100.0%00.0%Computer and TechnologyCRDOCredo Technology Group$0$403,390 ▼-100.0%00.0%Computer and TechnologyCIENCiena$0$228,636 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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