Tairen Capital Ltd Top Holdings and 13F Report (2025) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $1.51 billion in total holdings as of March 31, 2025.Tairen Capital Ltd owns shares of 88 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 79.12% of the portfolio was purchased this quarter.About 22.33% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 69 new stocks and bought additional shares in 32 stocks.Tairen Capital Ltd sold shares of 6 stocks and completely divested from 27 stocks this quarter.Largest Holdings Amazon.com $143,256,267Meta Platforms $118,269,072Microsoft $100,716,011Snowflake $66,762,526Robinhood Markets $65,322,049 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $48,247,900 Holding697435105 - Palo Alto Networks $45,526,752 Holding46438F101 - ISHARES BITCOIN TRUST ETF $34,527,056 Holding609839105 - Monolithic Power Systems $28,924,763 HoldingG7997R103 - Seagate Technology $23,889,554 Holding Largest Purchases this Quarter Amazon.com 700,900 shares (about $133.35M)Meta Platforms 128,300 shares (about $73.95M)Microsoft 134,197 shares (about $50.38M)Taiwan Semiconductor Manufacturing 290,650 shares (about $48.25M)Snowflake 316,287 shares (about $46.23M) Largest Sales this Quarter Salesforce 171,889 shares (about $46.13M)Veeva Systems 196,469 shares (about $45.51M)Airbnb 91,300 shares (about $10.91M)Autodesk 4,200 shares (about $1.10M)monday.com 1,600 shares (about $389.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTairen Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$143,256,267$133,353,234 ▲1,346.6%752,9509.5%Retail/WholesaleMETAMeta Platforms$118,269,072$73,946,988 ▲166.8%205,2007.8%Computer and TechnologyMSFTMicrosoft$100,716,011$50,376,212 ▲100.1%268,2976.7%Computer and TechnologySNOWSnowflake$66,762,526$46,228,508 ▲225.1%456,7774.4%Computer and TechnologyHOODRobinhood Markets$65,322,049$39,288,739 ▲150.9%1,569,4874.3%FinanceFUTUFutu$50,209,225$21,800,959 ▲76.7%490,5643.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$48,247,900$48,247,900 ▲New Holding290,6503.2%Computer and TechnologyPANWPalo Alto Networks$45,526,752$45,526,752 ▲New Holding266,8003.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$34,527,056$34,527,056 ▲New Holding737,6002.3%SHS BEN INTAVGOBroadcom$34,205,949$33,887,832 ▲10,652.6%204,3002.3%Computer and TechnologyTWLOTwilio$32,728,180$32,287,585 ▲7,328.2%334,2682.2%Computer and TechnologyMPWRMonolithic Power Systems$28,924,763$28,924,763 ▲New Holding49,8721.9%Computer and TechnologyINTCIntel$28,541,928$28,087,728 ▲6,184.0%1,256,8001.9%Computer and TechnologySHWSherwin-Williams$25,195,804$20,656,334 ▲455.0%72,1551.7%Basic MaterialsDECKDeckers Outdoor$23,983,245$20,852,565 ▲666.1%214,5001.6%Retail/WholesaleSTXSeagate Technology$23,889,554$23,889,554 ▲New Holding281,2191.6%Computer and TechnologyONONON$23,056,287$15,589,887 ▲208.8%524,9611.5%Retail/WholesaleGSThe Goldman Sachs Group$23,053,438$23,053,438 ▲New Holding42,2001.5%FinanceTCOMTrip.com Group$21,485,144$21,237,182 ▲8,564.7%337,9231.4%Consumer DiscretionaryNTRANatera$20,067,069$18,553,982 ▲1,226.2%141,9071.3%MedicalLINDE PLC$19,920,079$15,263,679 ▲327.8%42,7801.3%SHSWDCWestern Digital$19,829,379$19,829,379 ▲New Holding490,4621.3%Computer and TechnologyREDDIT INC$19,626,790$19,626,790 ▲New Holding187,1001.3%CL AAAPLApple$19,525,227$19,525,227 ▲New Holding87,9001.3%Computer and TechnologyAMBAAmbarella$19,282,430$19,282,430 ▲New Holding383,1201.3%Computer and TechnologyHCAHCA Healthcare$19,110,643$19,110,643 ▲New Holding55,3051.3%MedicalPHParker-Hannifin$17,445,295$17,445,295 ▲New Holding28,7001.2%IndustrialsIBKRInteractive Brokers Group$16,492,764$16,492,764 ▲New Holding99,6001.1%FinanceDUOLINGO INC$15,967,967$15,967,967 ▲New Holding51,4201.1%CL A COMDDOGDatadog$15,873,600$12,778,248 ▲412.8%160,0001.0%Computer and TechnologyMUMicron Technology$15,727,090$15,727,090 ▲New Holding181,0001.0%Computer and TechnologyMDBMongoDB$15,049,320$6,296,860 ▲71.9%85,8001.0%Computer and TechnologyAAPAdvance Auto Parts$14,728,727$6,265,209 ▲74.0%375,6371.0%Retail/WholesaleJPMJPMorgan Chase & Co.$14,471,474$14,471,474 ▲New Holding58,9951.0%FinanceTPRTapestry$14,018,631$14,018,631 ▲New Holding199,1000.9%Retail/WholesaleHDHome Depot$12,827,150$12,827,150 ▲New Holding35,0000.8%Retail/WholesaleTTDTrade Desk$12,202,560$12,202,560 ▲New Holding223,0000.8%Computer and TechnologyAMER SPORTS INC$11,654,280$8,526,870 ▲272.6%436,0000.8%COM SHSVEEVVeeva Systems$11,322,306$45,508,114 ▼-80.1%48,8810.7%MedicalCRMSalesforce$11,166,728$46,128,132 ▼-80.5%41,6110.7%Computer and TechnologyESTCElastic$10,745,727$7,181,727 ▲201.5%120,6030.7%Computer and TechnologyBLOCK INC$10,230,339$9,127,440 ▲827.6%188,3000.7%CL ALILi Auto$10,076,724$1,216,404 ▲13.7%399,8700.7%Auto/Tires/TrucksHTHTH World Group$9,992,700$9,992,700 ▲New Holding270,0000.7%Consumer DiscretionaryRACEFerrari$9,516,051$9,516,051 ▲New Holding22,2400.6%Auto/Tires/TrucksUUnity Software$9,383,610$8,404,110 ▲858.0%479,0000.6%Computer and TechnologyBABAAlibaba Group$9,322,215$727,265 ▲8.5%70,5000.6%Retail/WholesaleNTESNetEase$9,020,526$9,020,526 ▲New Holding87,6460.6%Computer and TechnologyASHRXtrackers Harvest CSI 300 China A-Shares ETF$8,739,006$8,739,006 ▲New Holding328,9050.6%ETFULTAUlta Beauty$8,705,325$8,705,325 ▲New Holding23,7500.6%Retail/WholesaleROOTRoot$7,606,080$7,606,080 ▲New Holding57,0000.5%FinanceZIZoomInfo Technologies$7,449,480$5,849,480 ▲365.6%744,9480.5%Computer and TechnologyHWMHowmet Aerospace$7,228,426$7,228,426 ▲New Holding55,7190.5%AerospaceMSMorgan Stanley$7,105,203$7,105,203 ▲New Holding60,9000.5%FinanceBILLBILL$7,067,060$2,868,125 ▲68.3%154,0000.5%Computer and TechnologySHOPShopify$6,893,656$6,893,656 ▲New Holding72,2000.5%Computer and TechnologyWIXWix.com$6,694,332$4,864,476 ▲265.8%40,9740.4%Computer and TechnologyNOWServiceNow$6,528,348$6,528,348 ▲New Holding8,2000.4%Computer and TechnologyBIRKENSTOCK HOLDING PLC$6,419,000$5,502,000 ▲600.0%140,0000.4%COM SHSAFRMAffirm$6,326,600$6,326,600 ▲New Holding140,0000.4%Business ServicesADSKAutodesk$5,602,520$1,099,560 ▼-16.4%21,4000.4%Computer and TechnologyMNSOMINISO Group$5,513,163$1,479,200 ▲36.7%298,1700.4%Retail/WholesaleIQVIQVIA$5,289,000$5,289,000 ▲New Holding30,0000.3%MedicalANSSANSYS$4,829,1230.0%15,2550.3%Computer and TechnologyBKNGBooking$4,722,083$4,722,083 ▲New Holding1,0250.3%Retail/WholesaleHUBSHubSpot$4,513,191$4,084,724 ▲953.3%7,9000.3%Computer and TechnologyARISTA NETWORKS INC$4,455,100$4,455,100 ▲New Holding57,5000.3%COM SHSMNDYmonday.com$4,328,248$389,056 ▼-8.2%17,8000.3%Computer and TechnologyTEMPUS AI INC$3,820,608$3,820,608 ▲New Holding79,2000.3%CL AGWREGuidewire Software$3,747,200$299,776 ▲8.7%20,0000.2%Computer and TechnologySNPSSynopsys$3,430,8000.0%8,0000.2%Computer and TechnologyABNBAirbnb$3,428,502$10,906,698 ▼-76.1%28,7000.2%Consumer DiscretionaryPFEPfizer$3,294,2000.0%130,0000.2%MedicalNUNU$2,853,888$2,853,888 ▲New Holding278,7000.2%FinanceCELESTICA INC$2,364,300$2,364,300 ▲New Holding30,0000.2%COMGLBEGlobal-E Online$2,139,000$2,139,000 ▲New Holding60,0000.1%Retail/WholesaleCFLTConfluent$1,875,200$168,815 ▲9.9%80,0000.1%Computer and TechnologyDIREXION SHS ETF TR$1,574,157$1,574,157 ▲New Holding54,3000.1%DAILY SEMICONDUCCDNSCadence Design Systems$1,271,6500.0%5,0000.1%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,018,203$1,018,203 ▲New Holding11,1000.1%ETFAMDAdvanced Micro Devices$883,564$883,564 ▲New Holding8,6000.1%Computer and TechnologyAESAES$621,000$621,000 ▲New Holding50,0000.0%UtilitiesDTDynatrace$471,500$471,500 ▲New Holding10,0000.0%Computer and TechnologyTEAMAtlassian$297,094$297,094 ▲New Holding1,4000.0%Computer and TechnologySVIX-1x Short VIX Futures ETF$254,250$254,250 ▲New Holding12,5000.0%FinanceCYBRCyberArk Software$236,600$236,600 ▲New Holding7000.0%Computer and TechnologyCOSTCostco Wholesale$236,445$236,445 ▲New Holding2500.0%Retail/WholesaleTSLATesla$207,328$64,790 ▼-23.8%8000.0%Auto/Tires/TrucksPDDPDD$0$69,069,877 ▼-100.0%00.0%Retail/WholesaleBABoeing$0$19,470,000 ▼-100.0%00.0%AerospaceGOOGLAlphabet$0$19,270,740 ▼-100.0%00.0%Computer and TechnologyLITELumentum$0$16,088,682 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$15,501,816 ▼-100.0%00.0%Computer and TechnologyELEstée Lauder Companies$0$15,370,900 ▼-100.0%00.0%Consumer StaplesPGRProgressive$0$14,376,600 ▼-100.0%00.0%FinanceNFLXNetflix$0$13,369,800 ▼-100.0%00.0%Consumer DiscretionarySPOTSpotify Technology$0$13,063,496 ▼-100.0%00.0%Business ServicesNVDANVIDIA$0$6,983,080 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$6,682,470 ▼-100.0%00.0%Computer and TechnologyFSLRFirst Solar$0$4,406,000 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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