Tairen Capital Ltd
Follow13F filer, CIK 1652062, HONG KONG, Hong Kong
Tairen Capital Ltd reported $1,132,050,564 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 73.65% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001652062-26-000006
- Period
- 2026-06-30
- Reported value
- $1.13B
- Holdings
- 44
- Top 10 weight
- 73.65%
- New
- 24
- Sold out
- 24
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TSMadded | +290,160 | $139M |
| MRVLnew | +288,880 | $86.1M |
| QCOMnew | +303,691 | $56.1M |
| CVXnew | +317,400 | $52.6M |
| LITEadded | +52,215 | $44.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MUreduced | -229,502 | -$265M |
| SNDKreduced | -51,260 | -$117M |
| EWYexited | -579,200 | -$71.2M |
| AMATreduced | -86,400 | -$62.5M |
| LRCXreduced | -139,439 | -$60.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001652062-26-000006, largest first. % of portfolio is the value over $1,132,050,564, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 452,800 | $216M | 19.1% | +290,160 | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 171,100 | $99.4M | 8.78% | +10,700 | Timeline | ||
| LITELUMENTUM HLDGS INC | 106,960 | $91.8M | 8.11% | +52,215 | Timeline | ||
| MRVLMARVELL TECHNOLOGY INC | 288,880 | $86.1M | 7.6% | new | Timeline | ||
| GLWCORNING INC | 294,169 | $75.1M | 6.64% | +23,755 | Timeline | ||
| INTCINTEL CORP | 469,340 | $65.5M | 5.79% | -383,260 | Timeline | ||
| QCOMQUALCOMM INC | 303,691 | $56.1M | 4.96% | new | Timeline | ||
| CVXCHEVRON CORPORATION | 317,400 | $52.6M | 4.65% | new | Timeline | ||
| HOODROBINHOOD MKTS INC | 512,952 | $51.4M | 4.54% | -3,300 | Timeline | ||
| CLSCELESTICA INC | 108,000 | $39.4M | 3.48% | new | Timeline | ||
| AVGOBROADCOM INC | 99,160 | $37.5M | 3.31% | new | Timeline | ||
| MUMICRON TECHNOLOGY INC | 31,805 | $36.7M | 3.24% | -229,502 | Timeline | ||
| BKRBAKER HUGHES COMPANY | 583,995 | $32.4M | 2.86% | +95,860 | Timeline | ||
| CIENCIENA CORP | 34,720 | $17M | 1.5% | new | Timeline | ||
| NOKNOKIA CORP | 1,215,920 | $16.1M | 1.43% | new | Timeline | ||
| TERTERADYNE INC | 32,000 | $15.5M | 1.37% | -20,887 | Timeline | ||
| XEX-ENERGY INC | 636,000 | $11.7M | 1.03% | new | Timeline | ||
| SLBSLB LIMITED | 250,000 | $11.6M | 1.03% | 0 | Timeline | ||
| TCOMTRIP COM GROUP LTD | 274,227 | $10.9M | 0.97% | +86,727 | Timeline | ||
| AXTIAXT INC | 140,000 | $10.1M | 0.89% | new | Timeline | ||
| SITMSITIME CORP | 12,500 | $9.32M | 0.82% | new | Timeline | ||
| ROOTROOT INC | 160,798 | $8.99M | 0.79% | 0 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 88,000 | $8.45M | 0.75% | -97,000 | Timeline | ||
| KLICKULICKE & SOFFA INDS INC | 62,786 | $8.4M | 0.74% | new | Timeline | ||
| BWXTBWX TECHNOLOGIES INC | 40,000 | $7.79M | 0.69% | new | Timeline | ||
| SMCISUPER MICRO COMPUTER INC | 238,300 | $6.99M | 0.62% | new | Timeline | ||
| ONTOONTO INNOVATION INC | 17,500 | $6.62M | 0.59% | new | Timeline | ||
| INIOINNIO NV | 159,132 | $6.29M | 0.56% | new | Timeline | ||
| SMTCSEMTECH CORP | 37,100 | $6M | 0.53% | new | Timeline | ||
| POETPOET TECHNOLOGIES INC | 540,000 | $5.55M | 0.49% | new | Timeline | ||
| EDUNEW ORIENTAL ED & TECHNOLOGY | 102,700 | $4.71M | 0.42% | -52,600 | Timeline | ||
| SNAPSNAP INC | 900,500 | $4M | 0.35% | -669,500 | Timeline | ||
| BIDUBAIDU INC | 26,200 | $2.99M | 0.26% | new | Timeline | ||
| SNDKSANDISK CORP | 1,205 | $2.74M | 0.24% | -51,260 | Timeline | ||
| SDRLSEADRILL LTD | 61,600 | $2.33M | 0.21% | new | Timeline | ||
| RIGTRANSOCEAN LTD | 445,100 | $2.18M | 0.19% | new | Timeline | ||
| VALVALARIS LTD | 29,800 | $2.16M | 0.19% | new | Timeline | ||
| SMCIPSUPER MICRO COMPUTER INC | 20,000 | $1.04M | 0.09% | new | Timeline | ||
| ASMLASML HLDG NV | 345 | $686K | 0.06% | -20,655 | Timeline | ||
| UMCUNITED MICROELECTRONICS CORP | 17,270 | $470K | 0.04% | new | Timeline | ||
| ORACLE CORPORACLE CORP | 10,000 | $450K | 0.04% | new | |||
| AMATAPPLIED MATLS INC | 400 | $289K | 0.03% | -86,400 | Timeline | ||
| LRCXLAM RESEARCH CORP | 600 | $260K | 0.02% | -139,439 | Timeline | ||
| DDLDINGDONG CAYMAN LTD | 33,000 | $63.7K | 0.01% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| EWYISHARES INC | 579,200 | $71.2M | shares |
| GOOGLALPHABET INC | 148,200 | $42.6M | shares |
| METAMETA PLATFORMS INC | 67,560 | $38.7M | shares |
| LINLINDE PLC | 60,900 | $30.2M | shares |
| DASHDOORDASH INC | 181,440 | $27.2M | shares |
| RBLXROBLOX CORP | 316,900 | $17.9M | shares |
| ARMARM HOLDINGS PLC | 107,400 | $16.2M | shares |
| MKSIMKS INC. | 68,500 | $15.7M | shares |
| SOLSSOLSTICE ADVANCED MATLS INC | 203,200 | $15.5M | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 50,200 | $14.2M | shares |
| COHRCOHERENT CORP | 50,000 | $11.9M | shares |
| WABWABTEC | 41,794 | $10.4M | shares |
| RMBSRAMBUS INC DEL | 120,000 | $10.3M | shares |
| HALHALLIBURTON CO | 200,000 | $7.8M | shares |
| PHPARKER-HANNIFIN CORP | 8,400 | $7.52M | shares |
| NVDANVIDIA CORPORATION | 41,500 | $7.24M | shares |
| UUNITY SOFTWARE INC | 328,865 | $7.22M | shares |
| NDAQNASDAQ INC | 57,000 | $4.84M | shares |
| AEISADVANCED ENERGY INDS | 10,456 | $3.37M | shares |
| FICOFAIR ISAAC CORP | 3,000 | $3.2M | shares |
| ENTGENTEGRIS INC | 10,000 | $1.17M | shares |
| GOOGALPHABET INC | 800 | $229K | shares |
| FTAIFTAI AVIATION LTD | 830 | $203K | shares |
| VNETVNET GROUP INC | 10,900 | $91.5K | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001652062-26-000006 | base | 2026-08-13 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001652062-26-000006 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001652062-26-000004 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001652062-26-000003 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001652062-25-000005 | Quarter ended 2025-09-30 | 2025-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-004920 | Quarter ended 2025-06-30 | 2025-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-003173 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-001482 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-005725 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003909 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-002492 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-001162 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-004272 | Quarter ended 2023-09-30 | 2023-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-003354 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-002333 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-001202 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-003976 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-003062 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-002110 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000922 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-003270 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002557 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-001808 | Quarter ended 2021-03-31 | 2021-05-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-000888 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-003028 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002288 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001499 | Quarter ended 2020-03-31 | 2020-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-000788 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002983 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002272 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001595 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-000816 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002656 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002056 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001387 | Quarter ended 2018-03-31 | 2018-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-000761 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-002365 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-17-001965 | Quarter ended 2017-06-30 | 2017-08-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001912 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001335 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-000276 | Quarter ended 2016-12-31 | 2017-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004670 | Quarter ended 2016-09-30 | 2016-11-08 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-16-004378 | Quarter ended 2016-06-30 | 2016-08-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004052 | Quarter ended 2016-06-30 | 2016-07-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003670 | Quarter ended 2016-03-31 | 2016-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003210 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set |