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13F-HR filed by Tairen Capital Ltd

Tairen Capital Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 44 holding rows worth $1,132,050,564.

Accession
0001652062-26-000006
Filed
2026-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A combination report, 44 entries on the cover page, a total value of $1,132,050,564 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,132,050,564 with VALUE read as dollars as filed, 13F file number 028-17275. The quarter's positions are built on this report. The resolved quarter.

Other managers

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
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS452,800$216,243,696dollars as filed
Advanced Micro Devices,Inc.007903107COM171,100$99,393,701dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock106,960$91,778,098dollars as filed
MARVELL TECHNOLOGY INC573874104COM288,880$86,054,463dollars as filed
CORNING INC219350105COM294,169$75,139,588dollars as filed
Intel Corp458140100COM469,340$65,533,944dollars as filed
Qualcomm Incorporated747525103COM303,691$56,119,060dollars as filed
Chevron Corporation166764100COM317,400$52,612,224dollars as filed
ROBINHOOD MKTS INC770700102COM512,952$51,438,827dollars as filed
CELESTICA INC COM15101Q207Stock108,000$39,398,400dollars as filed
Broadcom Inc.11135F101COM99,160$37,457,690dollars as filed
Micron Technology,Inc.595112103COM31,805$36,712,193dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock583,995$32,411,723dollars as filed
CIENA CORP COM NEW171779309Stock34,720$17,032,243dollars as filed
NOKIA CORP654902204SPONSORED ADR1,215,920$16,147,418dollars as filed
TERADYNE INC COM880770102Stock32,000$15,482,880dollars as filed
X ENERGY INC98386P102COMMON STOCK636,000$11,676,960dollars as filed
Schlumberger Limited806857108COM250,000$11,622,500dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR274,227$10,925,204dollars as filed
AXT INC00246W103COM140,000$10,091,200dollars as filed
SITIME CORP COM82982T106Stock12,500$9,319,500dollars as filed
ROOT INC OH CLASS A77664L207COMMON STOCK160,798$8,991,824dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS88,000$8,446,240dollars as filed
KULICKE & SOFFA INDS INC501242101COM62,786$8,398,255dollars as filed
BWX TECHNOLOGIES INC05605H100COM40,000$7,786,000dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW238,300$6,989,339dollars as filed
ONTO INNOVATION INC COM683344105Stock17,500$6,622,875dollars as filed
INNIO NVN52A8C105ORDINARY SHARES159,132$6,293,671dollars as filed
SEMTECH CORP COM816850101Stock37,100$6,004,635dollars as filed
POET TECHNOLOGIES INC73044W302COM NEW540,000$5,551,200dollars as filed
NEW ORIENTAL ED & TECHNOLOGY SPON ADR647581206ADR102,700$4,714,957dollars as filed
SNAP INC83304A106CL A900,500$3,998,220dollars as filed
BAIDU INC SPON ADR REP A056752108ADR26,200$2,994,398dollars as filed
SanDisk Corporation80004C200COM1,205$2,739,845dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK61,600$2,329,712dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock445,100$2,176,539dollars as filed
VALARIS LTDG9460G101CL A29,800$2,163,480dollars as filed
SUPER MICRO COMPUTER INC86800U5007 DEP CM SR A WI20,000$1,039,200dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK345$686,357dollars as filed
UNITED MICROELECTRONICS CORP SPON ADR NEW910873405ADR17,270$469,917dollars as filed
ORACLE CORP68389X2046.5 DEP CUM SR D10,000$449,500dollars as filed
Applied Materials,Inc.038222105COM400$289,200dollars as filed
Lam Research Corporation512807306COM600$259,998dollars as filed
Dingdong Cayman Ltd -Sp25445D101COM33,000$63,690dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652062-26-000006this filing2026-08-13acceptance time not in the bulk data set