Tairen Capital Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TESLA INC(TSLA) | 0 | 146,108 | +146,108 | 0 | 64,977,150 | 7.02% | +64,977,150 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 240,876 | +240,876 | 0 | 43,051,767 | 4.65% | +43,051,767 |
| NVIDIA CORPORATION(NVDA) | 108,246 | 304,524 | +196,278 | 17,101,786 | 56,818,088 | 6.14% | +39,716,302 |
| ROBINHOOD MKTS INC(HOOD) | 283,300 | 447,900 | +164,600 | 26,525,379 | 64,130,322 | 6.93% | +37,604,943 |
| ASML HOLDING N V | 0 | 38,000 | +38,000 | 0 | 36,787,420 | 3.98% | +36,787,420 |
| MARVELL TECHNOLOGY INC(MRVL) | 43,033 | 334,610 | +291,577 | 3,330,754 | 28,130,663 | 3.04% | +24,799,909 |
| SYNOPSYS INC(SNPS) | 0 | 46,442 | +46,442 | 0 | 22,914,018 | 2.48% | +22,914,018 |
| ALPHABET INC(GOOG) | 65,553 | 139,359 | +73,806 | 11,552,405 | 33,878,173 | 3.66% | +22,325,768 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 67,600 | +67,600 | 0 | 22,245,132 | 2.40% | +22,245,132 |
| FAIR ISAAC CORP(FICO) | 0 | 13,050 | +13,050 | 0 | 19,529,717 | 2.11% | +19,529,717 |
| NETEASE INC(NTES) | 0 | 125,718 | +125,718 | 0 | 19,107,879 | 2.06% | +19,107,879 |
| SNOWFLAKE INC(SNOW) | 0 | 83,625 | +83,625 | 0 | 18,861,619 | 2.04% | +18,861,619 |
| ROBLOX CORP(RBLX) | 0 | 134,787 | +134,787 | 0 | 18,670,695 | 2.02% | +18,670,695 |
| WESTERN DIGITAL CORP(WDC) | 0 | 150,000 | +150,000 | 0 | 18,009,000 | 1.95% | +18,009,000 |
| MICROSOFT CORP(MSFT) | 16,354 | 50,100 | +33,746 | 8,134,643 | 25,949,295 | 2.80% | +17,814,652 |
| WABTEC(WAB) | 1,230 | 86,000 | +84,770 | 257,501 | 17,240,420 | 1.86% | +16,982,919 |
| LINDE PLC(LIN) | 10,510 | 41,800 | +31,290 | 4,931,082 | 19,855,000 | 2.15% | +14,923,918 |
| SHOPIFY INC(SHOP) | 0 | 89,700 | +89,700 | 0 | 13,330,317 | 1.44% | +13,330,317 |
| VERISK ANALYTICS INC(VRSK) | 0 | 48,100 | +48,100 | 0 | 12,097,631 | 1.31% | +12,097,631 |
| ON HLDG AG(ONON) | 0 | 268,900 | +268,900 | 0 | 11,387,915 | 1.23% | +11,387,915 |
| ONTO INNOVATION INC(ONTO) | 0 | 86,344 | +86,344 | 0 | 11,157,372 | 1.21% | +11,157,372 |
| SNAP INC(SNAP) | 0 | 1,400,000 | +1,400,000 | 0 | 10,794,000 | 1.17% | +10,794,000 |
| RAMBUS INC DEL(RMBS) | 0 | 103,073 | +103,073 | 0 | 10,740,207 | 1.16% | +10,740,207 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 61,900 | +61,900 | 0 | 10,014,801 | 1.08% | +10,014,801 |
| GDS HLDGS LTD(GDS) | 0 | 241,156 | +241,156 | 0 | 9,332,737 | 1.01% | +9,332,737 |
| REPUBLIC SVCS INC(RSG) | 900 | 37,600 | +36,700 | 221,949 | 8,628,448 | 0.93% | +8,406,499 |
| DOXIMITY INC(DOCS) | 55,800 | 160,183 | +104,383 | 3,422,772 | 11,717,386 | 1.27% | +8,294,614 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 155,300 | +155,300 | 0 | 8,241,771 | 0.89% | +8,241,771 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 10,100 | +10,100 | 0 | 7,049,800 | 0.76% | +7,049,800 |
| OKTA INC(OKTA) | 64,800 | 139,700 | +74,900 | 6,478,056 | 12,810,490 | 1.38% | +6,332,434 |
| QUANTUM COMPUTING INC(QUBT) | 0 | 342,750 | +342,750 | 0 | 6,310,028 | 0.68% | +6,310,028 |
| TWILIO INC(TWLO) | 80,318 | 159,318 | +79,000 | 9,988,346 | 15,946,139 | 1.72% | +5,957,793 |
| TERADYNE INC(TER) | 0 | 36,133 | +36,133 | 0 | 4,973,346 | 0.54% | +4,973,346 |
| THE TRADE DESK INC(TTD) | 0 | 94,800 | +94,800 | 0 | 4,646,148 | 0.50% | +4,646,148 |
| ASTERA LABS INC(ALAB) | 0 | 20,950 | +20,950 | 0 | 4,102,010 | 0.44% | +4,102,010 |
| LUMENTUM HLDGS INC(LITE) | 0 | 23,000 | +23,000 | 0 | 3,742,330 | 0.40% | +3,742,330 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 185,043 | 158,302 | -26,741 | 41,910,389 | 44,212,166 | 4.78% | +2,301,777 |
| DUOLINGO INC(DUOL) | 0 | 6,900 | +6,900 | 0 | 2,220,696 | 0.24% | +2,220,696 |
| SHERWIN WILLIAMS CO(SHW) | 78,665 | 81,000 | +2,335 | 27,010,414 | 28,047,060 | 3.03% | +1,036,646 |
| LAM RESEARCH CORP(LRCX) | 0 | 7,350 | +7,350 | 0 | 984,165 | 0.11% | +984,165 |
| BRITISH AMERN TOB PLC(BTI) | 0 | 16,290 | +16,290 | 0 | 864,673 | 0.09% | +864,673 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 0 | 48,200 | +48,200 | 0 | 823,738 | 0.09% | +823,738 |
| MICRON TECHNOLOGY INC(MU) | 159,500 | 121,356 | -38,144 | 19,658,375 | 20,305,286 | 2.19% | +646,911 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 12,000 | +12,000 | 0 | 575,280 | 0.06% | +575,280 |
| VISTRA CORP(VST) | 0 | 2,930 | +2,930 | 0 | 574,046 | 0.06% | +574,046 |
| PARKER-HANNIFIN CORP(PH) | 8,400 | 8,400 | 0 | 5,867,148 | 6,368,460 | 0.69% | +501,312 |
| BLOOM ENERGY CORP | 0 | 4,400 | +4,400 | 0 | 372,108 | 0.04% | +372,108 |
| INVESTMENT MANAGERS SER TR I | 0 | 10,300 | +10,300 | 0 | 283,971 | 0.03% | +283,971 |
| LEXINFINTECH HLDGS LTD | 0 | 11,120 | +11,120 | 0 | 59,270 | 0.01% | +59,270 |
| ALPHABET INC(GOOG) | 64,911 | 46,651 | -18,260 | 11,514,562 | 11,361,851 | 1.23% | -152,711 |
| MSCI INC(MSCI) | 360 | 0 | -360 | 207,626 | 0 | — | -207,626 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 925 | 0 | -925 | 224,803 | 0 | — | -224,803 |
| TTM TECHNOLOGIES INC(TTMI) | 20,800 | 8,700 | -12,100 | 849,056 | 501,120 | 0.05% | -347,936 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 1,539 | 0 | -1,539 | 474,243 | 0 | — | -474,243 |
| CIRCLE INTERNET GROUP INC(CRCL) | 3,740 | 0 | -3,740 | 678,025 | 0 | — | -678,025 |
| CREDO TECHNOLOGY GROUP HOLDI | 8,900 | 0 | -8,900 | 824,051 | 0 | — | -824,051 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 276,200 | 276,200 | 0 | 13,583,516 | 12,498,050 | 1.35% | -1,085,466 |
| PROGRESSIVE CORP(PGR) | 81,045 | 82,977 | +1,932 | 21,627,669 | 20,491,170 | 2.21% | -1,136,499 |
| CELESTICA INC(CLS) | 12,500 | 1,230 | -11,270 | 1,951,375 | 303,047 | 0.03% | -1,648,328 |
| SPDR SERIES TRUST | 29,100 | 11,100 | -18,000 | 2,669,343 | 1,018,425 | 0.11% | -1,650,918 |
| CYBERARK SOFTWARE LTD | 5,100 | 0 | -5,100 | 2,075,088 | 0 | — | -2,075,088 |
| BROADCOM INC(AVGO) | 24,700 | 14,070 | -10,630 | 6,808,555 | 4,641,834 | 0.50% | -2,166,721 |
| AMER SPORTS INC(AS) | 551,630 | 550,200 | -1,430 | 21,381,179 | 19,119,450 | 2.07% | -2,261,729 |
| TEMPUS AI INC(TEM) | 58,200 | 0 | -58,200 | 3,698,028 | 0 | — | -3,698,028 |
| SEAGATE TECHNOLOGY HLDNGS PL | 30,000 | 1,940 | -28,060 | 4,329,900 | 457,956 | 0.05% | -3,871,944 |
| INTEL CORP(INTC) | 215,300 | 26,400 | -188,900 | 4,822,720 | 885,720 | 0.10% | -3,937,000 |
| DBX ETF TR | 170,000 | 0 | -170,000 | 4,681,800 | 0 | — | -4,681,800 |
| IQVIA HLDGS INC(IQV) | 30,000 | 0 | -30,000 | 4,727,700 | 0 | — | -4,727,700 |
| JPMORGAN CHASE & CO.(JPM) | 17,000 | 0 | -17,000 | 4,928,470 | 0 | — | -4,928,470 |
| ELASTIC N V | 60,000 | 0 | -60,000 | 5,059,800 | 0 | — | -5,059,800 |
| ANSYS INC | 15,255 | 0 | -15,255 | 5,357,861 | 0 | — | -5,357,861 |
| UNITY SOFTWARE INC(U) | 626,800 | 240,206 | -386,594 | 15,168,560 | 9,617,848 | 1.04% | -5,550,712 |
| WIX COM LTD | 35,376 | 0 | -35,376 | 5,605,681 | 0 | — | -5,605,681 |
| ROOT INC(ROOT) | 162,724 | 160,798 | -1,926 | 20,823,790 | 14,393,029 | 1.56% | -6,430,761 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 28,500 | 0 | -28,500 | 6,710,325 | 0 | — | -6,710,325 |
| MINISO GROUP HLDG LTD(MNSO) | 378,270 | 0 | -378,270 | 6,892,079 | 0 | — | -6,892,079 |
| DOCUSIGN INC(DOCU) | 101,011 | 0 | -101,011 | 7,867,747 | 0 | — | -7,867,747 |
| HCA HEALTHCARE INC(HCA) | 22,405 | 0 | -22,405 | 8,583,356 | 0 | — | -8,583,356 |
| TAPESTRY INC(TPR) | 104,172 | 0 | -104,172 | 9,147,343 | 0 | — | -9,147,343 |
| VEEVA SYS INC(VEEV) | 40,000 | 7,905 | -32,095 | 11,519,200 | 2,354,979 | 0.25% | -9,164,221 |
| PDD HOLDINGS INC(PDD) | 97,800 | 8,000 | -89,800 | 10,235,748 | 1,057,360 | 0.11% | -9,178,388 |
| AMBARELLA INC(AMBA) | 146,000 | 0 | -146,000 | 9,645,490 | 0 | — | -9,645,490 |
| ADVANCE AUTO PARTS INC(AAP) | 251,110 | 0 | -251,110 | 11,674,104 | 0 | — | -11,674,104 |
| DATADOG INC(DDOG) | 88,500 | 0 | -88,500 | 11,888,205 | 0 | — | -11,888,205 |
| BLOCK INC(XYZ) | 188,300 | 0 | -188,300 | 12,791,219 | 0 | — | -12,791,219 |
| APPLE INC(AAPL) | 93,400 | 24,190 | -69,210 | 19,162,878 | 6,159,500 | 0.67% | -13,003,378 |
| AMAZON COM INC(AMZN) | 74,216 | 0 | -74,216 | 16,282,248 | 0 | — | -16,282,248 |
| CONFLUENT INC | 677,200 | 0 | -677,200 | 16,882,596 | 0 | — | -16,882,596 |
| FUTU HLDGS LTD(FUTU) | 147,070 | 0 | -147,070 | 18,176,381 | 0 | — | -18,176,381 |
| FLUTTER ENTMT PLC(FLUT) | 65,700 | 0 | -65,700 | 18,774,432 | 0 | — | -18,774,432 |
| COINBASE GLOBAL INC(COIN) | 58,208 | 0 | -58,208 | 20,401,322 | 0 | — | -20,401,322 |
| ORACLE CORP(ORCL) | 95,291 | 750 | -94,541 | 20,833,471 | 210,930 | 0.02% | -20,622,541 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 383,600 | 0 | -383,600 | 21,255,276 | 0 | — | -21,255,276 |
| VISA INC(V) | 60,885 | 0 | -60,885 | 21,617,219 | 0 | — | -21,617,219 |
| TRIP COM GROUP LTD(TCOM) | 500,154 | 99,700 | -400,454 | 29,329,031 | 7,497,440 | 0.81% | -21,831,591 |
| NATERA INC(NTRA) | 141,907 | 0 | -141,907 | 23,973,769 | 0 | — | -23,973,769 |
| MONDAY COM LTD | 85,100 | 0 | -85,100 | 26,762,248 | 0 | — | -26,762,248 |
| GOLDMAN SACHS GROUP INC(GS) | 40,000 | 0 | -40,000 | 28,310,000 | 0 | — | -28,310,000 |
| META PLATFORMS INC(META) | 39,150 | 0 | -39,150 | 28,896,224 | 0 | — | -28,896,224 |
| MASTERCARD INCORPORATED(MA) | 56,700 | 0 | -56,700 | 31,861,998 | 0 | — | -31,861,998 |