Tairen Capital Ltd
CIK 1652062 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- TSM19.10%
- AMD8.78%
- LITE8.11%
- MRVL7.60%
- GLW6.64%
- INTC5.79%
- QCOM4.96%
- CVX4.65%
- HOOD4.54%
- CLS3.48%
Share classes counted separately73.65%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSMWeight increased · +13.15 pp5.95% → 19.10%Shares +290.16K (+178.41%)
- MUWeight decreased · -6.31 pp9.55% → 3.24%Shares -229.50K (-87.83%)
- AMDWeight increased · +5.25 pp3.53% → 8.78%Shares +10.70K (+6.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $216.24M | 19.10% | 452.80K shares | 5.95% → 19.10%+13.15 pp +290.16K (+178.41%) | Added | ▾ |
| 02 | AMDADVANCED MICRO DEVICES View history and evidence | $99.39M | 8.78% | 171.10K shares | 3.53% → 8.78%+5.25 pp +10.70K (+6.67%) | Added | ▾ |
| 03 | LITELUMENTUM HOLDINGS INC View history and evidence | $91.78M | 8.11% | 106.96K shares | 4.16% → 8.11%+3.95 pp +52.22K (+95.38%) | Added | ▾ |
| 04 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $86.05M | 7.60% | 288.88K shares | Prior unavailable +288.88K | New | ▾ |
| 05 | GLWCORNING INC View history and evidence | $75.14M | 6.64% | 294.17K shares | 3.98% → 6.64%+2.66 pp +23.75K (+8.78%) | Added | ▾ |
| 06 | INTCINTEL CORP View history and evidence | $65.53M | 5.79% | 469.34K shares | 4.07% → 5.79%+1.72 pp -383.26K (-44.95%) | Reduced | ▾ |
| 07 | QCOMQUALCOMM INC View history and evidence | $56.12M | 4.96% | 303.69K shares | Prior unavailable +303.69K | New | ▾ |
| 08 | CVXCHEVRON CORP View history and evidence | $52.61M | 4.65% | 317.40K shares | Prior unavailable +317.40K | New | ▾ |
| 09 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $51.44M | 4.54% | 512.95K shares | 3.87% → 4.54%+0.67 pp -3.30K (-0.64%) | Reduced | ▾ |
| 10 | CLSCELESTICA INC View history and evidence | $39.40M | 3.48% | 108.00K shares | Prior unavailable +108.00K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EWY ISHARES MSCI SOUTH KOREA ETF | Non-derivative | -579,200 | -$71.25M | SEC filing ↗ | SEC filing ↗ |
| GOOGL ALPHABET INC-CL A | Non-derivative | -148,200 | -$42.62M | SEC filing ↗ | SEC filing ↗ |
| META META PLATFORMS INC-CLASS A | Non-derivative | -67,560 | -$38.65M | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1652062 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1132050564
}Research all 44 reported holdings.
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