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Tairen Capital Ltd

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13F filer, CIK 1652062, HONG KONG, Hong Kong

Tairen Capital Ltd reported $924,329,841 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 51.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001652062-26-000004

Period
2026-03-31
Reported value
$924M
Holdings
44
Top 10 weight
51.68%
New
22
Sold out
37

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+261,307$88.3M
EWYnew+579,200$71.2M
TSMadded+156,090$52.8M
METAnew+67,560$38.7M
GLWnew+270,414$36.8M

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

SecurityShares changeApprox. value
SNDKreduced-90,684-$57.6M
GOOGLreduced-187,900-$54M
LITEreduced-52,505-$36.9M
NVDAreduced-207,200-$36.1M
KLACexited-21,020-$25.5M

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, Q1 2026

Share positions as resolved from 13F-HR 0001652062-26-000004, largest first. % of portfolio is the value over $924,329,841, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,000 shares; 2025Q2: 159,500 shares; 2025Q3: 121,356 shares; 2025Q4: not reported; 2026Q1: 261,307 shares 261,307$88.3M9.55%newTimeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579,200 shares 579,200$71.2M7.71%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,614 shares; 2024Q4: not reported; 2025Q1: 290,650 shares; 2025Q2: 185,043 shares; 2025Q3: 158,302 shares; 2025Q4: 6,550 shares; 2026Q1: 162,640 shares 162,640$55M5.95%+156,090Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,499,388 shares; 2024Q4: 101,800 shares; 2025Q1: not reported; 2025Q2: 65,553 shares; 2025Q3: 139,359 shares; 2025Q4: 336,100 shares; 2026Q1: 148,200 shares 148,200$42.6M4.61%-187,900Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,930 shares; 2024Q4: 76,900 shares; 2025Q1: 205,200 shares; 2025Q2: 39,150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,560 shares 67,560$38.7M4.18%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 191,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 107,250 shares; 2026Q1: 54,745 shares 54,745$38.5M4.16%-52,505Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 20,000 shares; 2025Q1: 1,256,800 shares; 2025Q2: 215,300 shares; 2025Q3: 26,400 shares; 2025Q4: 670,000 shares; 2026Q1: 852,600 shares 852,600$37.6M4.07%+182,600Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,414 shares 270,414$36.8M3.98%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 625,500 shares; 2025Q1: 1,569,487 shares; 2025Q2: 283,300 shares; 2025Q3: 447,900 shares; 2025Q4: 526,330 shares; 2026Q1: 516,252 shares 516,252$35.8M3.87%-10,078Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,149 shares; 2026Q1: 52,465 shares 52,465$33.3M3.61%-90,684Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,600 shares; 2025Q2: not reported; 2025Q3: 61,900 shares; 2025Q4: not reported; 2026Q1: 160,400 shares 160,400$32.6M3.53%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 42,780 shares; 2025Q2: 10,510 shares; 2025Q3: 41,800 shares; 2025Q4: 41,800 shares; 2026Q1: 60,900 shares 60,900$30.2M3.27%+19,100Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,350 shares; 2025Q4: not reported; 2026Q1: 140,039 shares 140,039$29.9M3.24%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488,135 shares 488,135$29.8M3.22%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,800 shares 86,800$29.7M3.21%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,000 shares; 2025Q4: 16,470 shares; 2026Q1: 21,000 shares 21,000$27.7M3%+4,530Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,640 shares; 2026Q1: 181,440 shares 181,440$27.2M2.95%+140,800Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 65,000 shares; 2025Q1: 70,500 shares; 2025Q2: not reported; 2025Q3: 240,876 shares; 2025Q4: not reported; 2026Q1: 185,000 shares 185,000$23.2M2.51%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,787 shares; 2025Q4: 325,085 shares; 2026Q1: 316,900 shares 316,900$17.9M1.94%-8,185Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,400 shares 107,400$16.2M1.76%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,500 shares 68,500$15.7M1.7%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,133 shares; 2025Q4: 112,313 shares; 2026Q1: 52,887 shares 52,887$15.7M1.7%-59,426Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 423,000 shares; 2026Q1: 203,200 shares 203,200$15.5M1.67%-219,800Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,200 shares 50,200$14.2M1.53%newTimeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000$12.8M1.39%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,650 shares; 2026Q1: 50,000 shares 50,000$11.9M1.29%-30,650Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 86,000 shares; 2025Q4: 50,794 shares; 2026Q1: 41,794 shares 41,794$10.4M1.13%-9,000Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,073 shares; 2025Q4: not reported; 2026Q1: 120,000 shares 120,000$10.3M1.12%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 337,923 shares; 2025Q2: 500,154 shares; 2025Q3: 99,700 shares; 2025Q4: 483,010 shares; 2026Q1: 187,500 shares 187,500$9.34M1.01%-295,510Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,300 shares; 2025Q4: 155,300 shares; 2026Q1: 155,300 shares 155,300$8.79M0.95%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000$7.8M0.84%newTimeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,700 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400$7.52M0.81%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866,614 shares; 2024Q4: 52,000 shares; 2025Q1: not reported; 2025Q2: 108,246 shares; 2025Q3: 304,524 shares; 2025Q4: 248,700 shares; 2026Q1: 41,500 shares 41,500$7.24M0.78%-207,200Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400,000 shares; 2025Q4: 1,070,000 shares; 2026Q1: 1,570,000 shares 1,570,000$7.22M0.78%+500,000Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 479,000 shares; 2025Q2: 626,800 shares; 2025Q3: 240,206 shares; 2025Q4: 443,765 shares; 2026Q1: 328,865 shares 328,865$7.22M0.78%-114,900Timeline
ROOTROOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 162,724 shares; 2025Q3: 160,798 shares; 2025Q4: 160,798 shares; 2026Q1: 160,798 shares 160,798$7.1M0.77%0Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,000 shares 57,000$4.84M0.52%newTimeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,456 shares 10,456$3.37M0.37%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,050 shares; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000$3.2M0.35%newTimeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$1.17M0.13%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151,341 shares; 2024Q4: 81,400 shares; 2025Q1: not reported; 2025Q2: 64,911 shares; 2025Q3: 46,651 shares; 2025Q4: 27,620 shares; 2026Q1: 800 shares 800$229K0.02%-26,820Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares 830$203K0.02%newTimeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,900 shares 10,900$91.5K0.01%newTimeline
DDLDINGDONG CAYMAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares 33,000$84.8K0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KLACKLA CORP21,020$25.5Mshares
CLSCELESTICA INC86,100$25.5Mshares
SNPSSYNOPSYS INC52,708$24.8Mshares
PGRPROGRESSIVE CORP99,777$22.7Mshares
LULULULULEMON ATHLETICA INC105,600$21.9Mshares
HUBSHUBSPOT INC53,068$21.3Mshares
AVGOBROADCOM INC60,212$20.8Mshares
PDDPDD HOLDINGS INC177,200$20.1Mshares
SPOTSPOTIFY TECHNOLOGY S A34,100$19.8Mshares
DDOGDATADOG INC144,800$19.7Mshares
ICEINTERCONTINENTAL EXCHANGE IN116,827$18.9Mshares
ANETARISTA NETWORKS INC130,000$17Mshares
SHOPSHOPIFY INC103,233$16.6Mshares
MDBMONGODB INC27,600$11.6Mshares
VEEVVEEVA SYS INC50,792$11.3Mshares
HDHOME DEPOT INC32,800$11.3Mshares
VRSKVERISK ANALYTICS INC48,100$10.8Mshares
TSEMTOWER SEMICONDUCTOR LTD90,000$10.6Mshares
APPAPPLOVIN CORP15,080$10.2Mshares
FIGFIGMA INC260,200$9.72Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI66,300$9.54Mshares
ALABASTERA LABS INC55,213$9.19Mshares
SESEA LTD71,300$9.1Mshares
FLSFLOWSERVE CORP80,000$5.55Mshares
PEVERPURE INC80,000$5.36Mshares
ELLAUDER ESTEE COS INC46,600$4.88Mshares
DOCSDOXIMITY INC100,000$4.43Mshares
GWREGUIDEWIRE SOFTWARE INC18,000$3.62Mshares
FLRFLUOR CORP83,275$3.3Mshares
MRVLMARVELL TECHNOLOGY INC26,736$2.27Mshares
ASAMER SPORTS INC26,150$977Kshares
BTIBRITISH AMERN TOB PLC16,290$922Kshares
SMTCSEMTECH CORP8,100$597Kshares
TTMITTM TECHNOLOGIES INC8,000$552Kshares
STXSEAGATE TECHNOLOGY HLDNGS PL1,820$501Kshares
AMKRAMKOR TECHNOLOGY INC6,500$257Kshares
PONYPONY AI INC15,760$229Kshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001652062-26-000004 base2026-05-15acceptance time not in the bulk data set