13F-HR filed by Tairen Capital Ltd
Tairen Capital Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 59 holding rows worth $960,917,693.
- Accession
- 0001652062-26-000003
- Filer
- CIK 1652062
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 59 entries on the cover page, a total value of $960,917,693 stated on the cover page (in dollars after the unit check, H1), rows summing to $960,917,693 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 336,100 | $105,199,300 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 526,330 | $59,527,923 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 248,700 | $46,382,550 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 107,250 | $39,531,278 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 483,010 | $34,733,249 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 143,149 | $33,980,710 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 325,085 | $26,341,638 | dollars as filed | |
| KLA CORP | 482480100 | COM | 21,020 | $25,540,982 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 86,100 | $25,452,021 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 52,708 | $24,758,002 | dollars as filed | |
| Intel Corp | 458140100 | COM | 670,000 | $24,723,000 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 99,777 | $22,721,218 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 105,600 | $21,944,736 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 112,313 | $21,739,304 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 53,068 | $21,296,188 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 60,212 | $20,839,373 | dollars as filed | |
| SOLS | 83443Q103 | COM | 423,000 | $20,549,340 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 177,200 | $20,092,708 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 34,100 | $19,802,211 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 144,800 | $19,691,352 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 443,765 | $19,601,100 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 116,827 | $18,921,301 | dollars as filed | |
| Linde plc | G54950103 | COM | 41,800 | $17,823,102 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 16,470 | $17,620,594 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 130,000 | $17,033,900 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 103,233 | $16,617,416 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 80,650 | $14,885,571 | dollars as filed | |
| ROOT INC OH CLASS A | 77664L207 | COMMON STOCK | 160,798 | $11,614,440 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 27,600 | $11,583,444 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 50,792 | $11,338,298 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 32,800 | $11,286,480 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 50,794 | $10,841,979 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 48,100 | $10,759,489 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 90,000 | $10,567,800 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 15,080 | $10,161,206 | dollars as filed | |
| FIGMA INC CL A | 316841105 | COM | 260,200 | $9,723,674 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 66,300 | $9,539,907 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 40,640 | $9,204,147 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 55,213 | $9,185,235 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 71,300 | $9,095,741 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 27,620 | $8,667,156 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 1,070,000 | $8,634,900 | dollars as filed | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 155,300 | $8,546,159 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 8,400 | $7,383,264 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 80,000 | $5,550,400 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 80,000 | $5,360,800 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 46,600 | $4,879,952 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 100,000 | $4,428,000 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 18,000 | $3,618,180 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 83,275 | $3,300,188 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 26,736 | $2,272,025 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,550 | $1,990,480 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 26,150 | $976,703 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 16,290 | $922,340 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 8,100 | $596,889 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 8,000 | $552,000 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 1,820 | $501,210 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 6,500 | $256,620 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 15,760 | $228,520 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001652062-26-000003 | this filing | 2026-02-17 | acceptance time not in the bulk data set |