Tairen Capital Ltd Top Holdings and 13F Report (2024) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $2.82 billion in total holdings as of September 30, 2024.Tairen Capital Ltd owns shares of 59 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 73.04% of the portfolio was purchased this quarter.About 69.17% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 26 new stocks and bought additional shares in 8 stocks.Tairen Capital Ltd sold shares of 3 stocks and completely divested from 15 stocks this quarter.Largest Holdings PDD $665,099,312Alphabet $427,670,281NVIDIA $380,571,675Alphabet $371,515,077Meta Platforms $192,937,469 Largest New Holdings this Quarter NVIDIA $380,571,675 HoldingMeta Platforms $192,937,469 HoldingTesla $163,773,677 HoldingArista Networks $119,564,150 HoldingNetflix $116,470,958 Holding Largest Purchases this Quarter Alphabet 2,231,653 shares (about $381.86M)NVIDIA 2,866,614 shares (about $380.57M)Alphabet 1,863,383 shares (about $321.79M)Meta Platforms 339,930 shares (about $192.94M)Tesla 655,488 shares (about $163.77M) Largest Sales this Quarter Salesforce 24,000 shares (about $6.99M)HubSpot 7,777 shares (about $4.31M)Credo Technology Group 2,900 shares (about $109.33K) 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 PortfolioSectorPDDPDD$665,099,312$16,520,951 ▲2.5%5,515,37723.6%Multi-Sector ConglomeratesGOOGLAlphabet$427,670,281$381,858,145 ▲833.5%2,499,38815.1%Computer and TechnologyNVDANVIDIA$380,571,675$380,571,675 ▲New Holding2,866,61413.5%Computer and TechnologyGOOGAlphabet$371,515,077$321,787,610 ▲647.1%2,151,34113.2%Computer and TechnologyMETAMeta Platforms$192,937,469$192,937,469 ▲New Holding339,9306.8%Computer and TechnologyTSLATesla$163,773,677$163,773,677 ▲New Holding655,4885.8%Auto/Tires/TrucksANETArista Networks$119,564,150$119,564,150 ▲New Holding309,3994.2%Computer and TechnologyNFLXNetflix$116,470,958$116,470,958 ▲New Holding154,0564.1%Consumer DiscretionaryFUTUFutu$53,762,060$53,762,060 ▲New Holding565,9761.9%Business ServicesADBEAdobe$41,832,000$41,832,000 ▲New Holding87,5001.5%Computer and TechnologySNOWSnowflake$38,246,542$38,246,542 ▲New Holding333,1001.4%Computer and TechnologyBABoeing$35,983,710$35,983,710 ▲New Holding241,0001.3%AerospaceTSMTaiwan Semiconductor Manufacturing$22,791,252$22,791,252 ▲New Holding119,6140.8%Computer and TechnologyABNBAirbnb$22,024,686$20,676,786 ▲1,534.0%163,4000.8%Consumer DiscretionaryINTUIntuit$21,360,500$17,698,700 ▲483.3%35,0000.8%Computer and TechnologyVEEVVeeva Systems$19,421,190$19,421,190 ▲New Holding93,0000.7%Computer and TechnologySPOTSpotify Technology$17,329,500$17,329,500 ▲New Holding45,0000.6%Business ServicesNOWServiceNow$16,700,521$16,700,521 ▲New Holding17,9000.6%Computer and TechnologyENPHEnphase Energy$8,542,408$8,542,408 ▲New Holding102,8710.3%Oils/EnergyNETCloudflare$5,788,860$5,788,860 ▲New Holding66,0000.2%Computer and TechnologyPGRProgressive$5,682,222$5,682,222 ▲New Holding23,4000.2%FinanceCRMSalesforce$5,536,030$6,992,880 ▼-55.8%19,0000.2%Computer and TechnologyELEstée Lauder Companies$5,363,532$5,363,532 ▲New Holding77,8000.2%Consumer StaplesBILLBILL$4,696,404$4,696,404 ▲New Holding80,4730.2%Computer and TechnologyUBERUber Technologies$4,683,250$4,683,250 ▲New Holding65,0000.2%Computer and TechnologyTWLOTwilio$4,508,335$4,508,335 ▲New Holding55,9000.2%Computer and TechnologyDDOGDatadog$4,126,976$4,126,976 ▲New Holding32,9000.1%Computer and TechnologyHOODRobinhood Markets$3,993,300$3,993,300 ▲New Holding170,0000.1%FinanceELFe.l.f. Beauty$3,683,750$3,683,750 ▲New Holding35,0000.1%Consumer StaplesPFEPfizer$3,679,000$3,679,000 ▲New Holding130,0000.1%MedicalSNAPSnap$3,648,000$1,216,000 ▲50.0%300,0000.1%Computer and TechnologyBZKanzhun$2,910,000$2,910,000 ▲New Holding200,0000.1%Computer and TechnologySQBlock$2,531,200$2,531,200 ▲New Holding35,0000.1%Business ServicesBEKEKE$2,372,826$2,372,826 ▲New Holding108,2000.1%FinanceCHWYChewy$2,292,450$2,292,450 ▲New Holding85,0000.1%Retail/WholesaleFSLRFirst Solar$1,944,800$1,944,800 ▲New Holding10,0000.1%Oils/EnergyMNDYmonday.com$1,910,155$146,935 ▲8.3%6,5000.1%Computer and TechnologyAAPAdvance Auto Parts$1,493,662$1,493,662 ▲New Holding41,8510.1%Retail/WholesaleBABAAlibaba Group$1,469,700$1,469,700 ▲New Holding15,0000.1%Retail/WholesaleMNSOMINISO Group$1,394,400$1,394,400 ▲New Holding70,0000.0%Retail/WholesaleCFLTConfluent$1,308,500$1,308,500 ▲New Holding50,0000.0%Business ServicesDECKDeckers Outdoor$1,287,120$1,287,120 ▲New Holding8,0000.0%Retail/WholesaleESTCElastic$1,123,220$1,123,220 ▲New Holding14,0000.0%Computer and TechnologyHUBSHubSpot$1,109,580$4,314,602 ▼-79.5%2,0000.0%Computer and TechnologyOKTAOkta$1,078,350$1,078,350 ▲New Holding15,0000.0%Computer and TechnologyDTDynatrace$1,076,000$1,076,000 ▲New Holding20,0000.0%Computer and TechnologyETSYEtsy$1,028,800$1,028,800 ▲New Holding20,0000.0%Retail/WholesaleZIZoomInfo Technologies$884,000$110,500 ▲14.3%80,0000.0%Computer and TechnologyLITELumentum$760,053$760,053 ▲New Holding11,9000.0%Computer and TechnologySSentinelOne$670,540$670,540 ▲New Holding26,0000.0%Computer and TechnologyASTERA LABS INC$575,312$575,312 ▲New Holding8,2000.0%COMADSKAutodesk$567,600$567,600 ▲New Holding2,0000.0%Computer and TechnologyINTCIntel$538,000$538,000 ▲New Holding25,0000.0%Computer and TechnologyFIVNFive9$503,221$503,221 ▲New Holding17,0410.0%Computer and TechnologyCHKPCheck Point Software Technologies$433,025$433,025 ▲New Holding2,5000.0%Computer and TechnologyCRDOCredo Technology Group$403,390$109,330 ▼-21.3%10,7000.0%Computer and TechnologyDOCUDocuSign$256,706$256,706 ▲New Holding3,7000.0%Computer and TechnologyCIENCiena$228,636$228,636 ▲New Holding3,6000.0%Computer and TechnologyDLODLocal$153,396$153,396 ▲New Holding17,5310.0%Business ServicesAAPLApple$0$588,952,072 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$482,307,768 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$341,730,739 ▼-100.0%00.0%Retail/WholesaleASMLASML$0$207,558,963 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$174,214,784 ▼-100.0%00.0%Computer and TechnologyKLACKLA$0$86,123,368 ▼-100.0%00.0%Computer and TechnologyTERTeradyne$0$19,091,299 ▼-100.0%00.0%Computer and TechnologyHPEHewlett Packard Enterprise$0$11,114,250 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$10,090,921 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$8,657,018 ▼-100.0%00.0%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$5,020,366 ▼-100.0%00.0%ETFDISWalt Disney$0$3,475,150 ▼-100.0%00.0%Consumer DiscretionaryUUnity Software$0$2,296,351 ▼-100.0%00.0%Computer and TechnologyNTESNetEase$0$435,845 ▼-100.0%00.0%Computer and TechnologyTCOMTrip.com Group$0$378,350 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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