Institutional Fund
Tairen Capital Ltd
Hong Kong, Hong KongCIK 16520625 filings on record
Portfolio Value
$924.33M
Q1 2026
Holdings
44
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-3.8%
from $960.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Micron Technology Inc9.6%
- Ishares Inc7.7%
- Taiwan Semiconductor Mfg Ltd5.9%
- Alphabet Inc4.6%
- Meta Platforms Inc4.2%
- Lumentum Hldgs Inc4.2%
- Other63.8%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 261.3K | $88.28M | 9.6% | +261.3K | New |
| 2 | Ishares Inc | 579.2K | $71.25M | 7.7% | +579.2K | New |
| 3 | Taiwan Semiconductor Mfg Ltd | 162.6K | $54.96M | 5.9% | +156.1K | Added |
| 4 | Alphabet Inc | 148.2K | $42.62M | 4.6% | −187.9K | Reduced |
| 5 | Meta Platforms Inc | 67.6K | $38.65M | 4.2% | +67.6K | New |
| 6 | Lumentum Hldgs Inc | 54.7K | $38.47M | 4.2% | −52.5K | Reduced |
| 7 | Intel Corp | 852.6K | $37.63M | 4.1% | +182.6K | Added |
| 8 | Corning Inc | 270.4K | $36.77M | 4.0% | +270.4K | New |
| 9 | Robinhood Mkts Inc | 516.3K | $35.78M | 3.9% | −10.1K | Reduced |
| 10 | Sandisk Corp | 52.5K | $33.33M | 3.6% | −90.7K | Reduced |
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