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Disclosery

13F-HR filed by Tairen Capital Ltd

Tairen Capital Ltd filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 66 holding rows worth $925,439,862.

Accession
0001652062-25-000005
Filer
CIK 1652062
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 66 entries on the cover page, a total value of $925,439,862 stated on the cover page (in dollars after the unit check, H1), rows summing to $925,439,862 with VALUE read as dollars as filed, 13F file number 028-17275. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Tesla Motors, Inc88160R101COM146,108$64,977,150dollars as filed
ROBINHOOD MKTS INC770700102COM447,900$64,130,322dollars as filed
NVIDIA Corp67066G104COM304,524$56,818,088dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS158,302$44,212,166dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS240,876$43,051,767dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK38,000$36,787,420dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM139,359$33,878,173dollars as filed
MARVELL TECHNOLOGY INC573874104COM334,610$28,130,663dollars as filed
SHERWIN WILLIAMS CO824348106COM81,000$28,047,060dollars as filed
Microsoft Corp594918104COM50,100$25,949,295dollars as filed
SYNOPSYS INC COM871607107Stock46,442$22,914,018dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock67,600$22,245,132dollars as filed
Progressive Corporation743315103COM82,977$20,491,170dollars as filed
Micron Technology,Inc.595112103COM121,356$20,305,286dollars as filed
Linde plcG54950103COM41,800$19,855,000dollars as filed
FAIR ISAAC CORP COM303250104Stock13,050$19,529,717dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK550,200$19,119,450dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR125,718$19,107,879dollars as filed
SNOWFLAKE INC COM SHS833445109Stock83,625$18,861,619dollars as filed
ROBLOX CORP CL A771049103Stock134,787$18,670,695dollars as filed
WESTERN DIGITAL CORP958102105COM150,000$18,009,000dollars as filed
WABTEC COM929740108Stock86,000$17,240,420dollars as filed
TWILIO INC CL A90138F102Stock159,318$15,946,139dollars as filed
ROOT INC OH CLASS A77664L207COMMON STOCK160,798$14,393,029dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS89,700$13,330,317dollars as filed
OKTAINCCLASSA679295105STOK139,700$12,810,490dollars as filed
BIRKENSTOCK HOLDING PLCM2029K104COM SHS276,200$12,498,050dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock48,100$12,097,631dollars as filed
DOXIMITY INC CL A26622P107Stock160,183$11,717,386dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock268,900$11,387,915dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM46,651$11,361,851dollars as filed
ONTO INNOVATION INC COM683344105Stock86,344$11,157,372dollars as filed
SNAP INC83304A106CL A1,400,000$10,794,000dollars as filed
RAMBUS INC DEL COM750917106Stock103,073$10,740,207dollars as filed
Advanced Micro Devices,Inc.007903107COM61,900$10,014,801dollars as filed
UNITY SOFTWARE INC COM91332U101Stock240,206$9,617,848dollars as filed
GDS HLDGS LTD SPONSORED ADS36165L108ADR241,156$9,332,737dollars as filed
REPUBLIC SVCS INC COM760759100Stock37,600$8,628,448dollars as filed
NEW ORIENTAL ED & TECHNOLOGY SPON ADR647581206ADR155,300$8,241,771dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR99,700$7,497,440dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK10,100$7,049,800dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock8,400$6,368,460dollars as filed
QUANTUM COMPUTING INC74766W108COM342,750$6,310,028dollars as filed
Apple Inc037833100COM24,190$6,159,500dollars as filed
TERADYNE INC COM880770102Stock36,133$4,973,346dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK94,800$4,646,148dollars as filed
Broadcom Inc.11135F101COM14,070$4,641,834dollars as filed
ASTERA LABS INC COM04626A103COM20,950$4,102,010dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock23,000$3,742,330dollars as filed
VEEVA SYS INC CL A COM922475108Stock7,905$2,354,979dollars as filed
DUOLINGO INC CL A COM26603R106Stock6,900$2,220,696dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR8,000$1,057,360dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS11,100$1,018,425dollars as filed
Lam Research Corporation512807306COM7,350$984,165dollars as filed
Intel Corp458140100COM26,400$885,720dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR16,290$864,673dollars as filed
BITDEER TECHNOLOGIES GROUP CL A ORD SHSG11448100Stock48,200$823,738dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW12,000$575,280dollars as filed
VISTRA CORP COM92840M102Stock2,930$574,046dollars as filed
TTM TECHNOLOGIES INC87305R109COM8,700$501,120dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS1,940$457,956dollars as filed
BLOOM ENERGY CORP093712107COM4,400$372,108dollars as filed
CELESTICA INC COM15101Q207Stock1,230$303,047dollars as filed
INVESTMENT MANAGERS SER TR I46092D715TRADR 2X LONG10,300$283,971dollars as filed
Oracle Corporation68389X105COM750$210,930dollars as filed
LEXINFINTECH HLDGS LTD ADR528877103ADR11,120$59,270dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652062-25-000005this filing2025-11-13acceptance time not in the bulk data set