Tairen Capital Ltd Top Holdings and 13F Report (2025) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $978.56 million in total holdings as of June 30, 2025.Tairen Capital Ltd owns shares of 68 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 41.83% of the portfolio was purchased this quarter.About 130.88% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 88 new stocks and bought additional shares in 15 stocks.Tairen Capital Ltd sold shares of 28 stocks and completely divested from 41 stocks this quarter.Largest Holdings ISHARES BITCOIN TRUST ETF $144,743,287Taiwan Semiconductor Manufacturing $41,910,389Snowflake $33,875,421Mastercard $31,861,998Trip.com Group $29,329,031 Largest New Holdings this Quarter 57636Q104 - Mastercard $31,861,998 Holding743315103 - Progressive $21,627,669 Holding92826C839 - Visa $21,617,219 Holding68389X105 - Oracle $20,833,471 Holding19260Q107 - Coinbase Global $20,401,322 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 1,627,100 shares (about $99.59M)Mastercard 56,700 shares (about $31.86M)Progressive 81,045 shares (about $21.63M)Visa 60,885 shares (about $21.62M)monday.com 67,300 shares (about $21.16M) Largest Sales this Quarter Amazon.com 678,734 shares (about $148.91M)Microsoft 251,943 shares (about $125.32M)Meta Platforms 166,050 shares (about $122.56M)Robinhood Markets 1,286,187 shares (about $120.43M)Snowflake 305,392 shares (about $68.34M) 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 PortfolioSectorISHARES BITCOIN TRUST ETF$144,743,287$99,594,791 ▲220.6%2,364,70014.8%SHS BEN INTTSMTaiwan Semiconductor Manufacturing$41,910,389$23,918,929 ▼-36.3%185,0434.3%Computer and TechnologySNOWSnowflake$33,875,421$68,337,567 ▼-66.9%151,3853.5%Computer and TechnologyMAMastercard$31,861,998$31,861,998 ▲New Holding56,7003.3%Business ServicesTCOMTrip.com Group$29,329,031$9,513,226 ▲48.0%500,1543.0%Consumer DiscretionaryMETAMeta Platforms$28,896,224$122,559,847 ▼-80.9%39,1503.0%Computer and TechnologyGSThe Goldman Sachs Group$28,310,000$1,557,050 ▼-5.2%40,0002.9%FinanceSHWSherwin-Williams$27,010,414$2,235,274 ▲9.0%78,6652.8%Basic MaterialsMNDYmonday.com$26,762,248$21,164,504 ▲378.1%85,1002.7%Computer and TechnologyHOODRobinhood Markets$26,525,379$120,425,689 ▼-81.9%283,3002.7%FinanceNTRANatera$23,973,7690.0%141,9072.4%MedicalPGRProgressive$21,627,669$21,627,669 ▲New Holding81,0452.2%FinanceVVisa$21,617,219$21,617,219 ▲New Holding60,8852.2%Business ServicesAMER SPORTS INC$21,381,179$4,481,819 ▲26.5%551,6302.2%COM SHSIBKRInteractive Brokers Group$21,255,276$15,736,440 ▲285.1%383,6002.2%FinanceORCLOracle$20,833,471$20,833,471 ▲New Holding95,2912.1%Computer and TechnologyROOTRoot$20,823,790$13,529,500 ▲185.5%162,7242.1%FinanceCOINCoinbase Global$20,401,322$20,401,322 ▲New Holding58,2082.1%FinanceMUMicron Technology$19,658,375$2,649,875 ▼-11.9%159,5002.0%Computer and TechnologyAAPLApple$19,162,878$1,128,435 ▲6.3%93,4002.0%Computer and TechnologyFLUTTER ENTMT PLC$18,774,432$18,774,432 ▲New Holding65,7001.9%SHSFUTUFutu$18,176,381$42,452,423 ▼-70.0%147,0701.9%Business ServicesNVDANVIDIA$17,101,786$17,101,786 ▲New Holding108,2461.7%Computer and TechnologyCFLTConfluent$16,882,596$14,888,196 ▲746.5%677,2001.7%Computer and TechnologyAMZNAmazon.com$16,282,248$148,907,450 ▼-90.1%74,2161.7%Retail/WholesaleUUnity Software$15,168,560$3,576,760 ▲30.9%626,8001.6%Computer and TechnologyBIRKENSTOCK HOLDING PLC$13,583,516$6,698,316 ▲97.3%276,2001.4%COM SHSBLOCK INC$12,791,2190.0%188,3001.3%CL ADDOGDatadog$11,888,205$9,604,595 ▼-44.7%88,5001.2%Computer and TechnologyAAPAdvance Auto Parts$11,674,104$5,789,260 ▼-33.2%251,1101.2%Retail/WholesaleGOOGLAlphabet$11,552,405$11,552,405 ▲New Holding65,5531.2%Computer and TechnologyVEEVVeeva Systems$11,519,200$2,557,550 ▼-18.2%40,0001.2%MedicalGOOGAlphabet$11,514,562$11,514,562 ▲New Holding64,9111.2%Computer and TechnologyPDDPDD$10,235,748$10,235,748 ▲New Holding97,8001.0%Retail/WholesaleTWLOTwilio$9,988,346$31,581,220 ▼-76.0%80,3181.0%Computer and TechnologyAMBAAmbarella$9,645,490$15,665,333 ▼-61.9%146,0001.0%Computer and TechnologyTPRTapestry$9,147,343$8,335,627 ▼-47.7%104,1720.9%Retail/WholesaleHCAHCA Healthcare$8,583,356$12,603,991 ▼-59.5%22,4050.9%MedicalMSFTMicrosoft$8,134,643$125,318,965 ▼-93.9%16,3540.8%Computer and TechnologyDOCUDocusign$7,867,747$7,867,747 ▲New Holding101,0110.8%Computer and TechnologyMNSOMINISO Group$6,892,079$1,459,422 ▲26.9%378,2700.7%Retail/WholesaleAVGOBroadcom$6,808,555$49,506,740 ▼-87.9%24,7000.7%Computer and TechnologyGWREGuidewire Software$6,710,325$2,001,325 ▲42.5%28,5000.7%Computer and TechnologyOKTAOkta$6,478,056$6,478,056 ▲New Holding64,8000.7%Computer and TechnologyPHParker-Hannifin$5,867,148$14,178,941 ▼-70.7%8,4000.6%IndustrialsWIXWix.com$5,605,681$887,059 ▼-13.7%35,3760.6%Computer and TechnologyANSSANSYS$5,357,8610.0%15,2550.5%Computer and TechnologyESTCElastic$5,059,800$5,110,651 ▼-50.2%60,0000.5%Computer and TechnologyLINDE PLC$4,931,082$15,140,439 ▼-75.4%10,5100.5%SHSJPMJPMorgan Chase & Co.$4,928,470$12,174,770 ▼-71.2%17,0000.5%FinanceINTCIntel$4,822,720$23,329,600 ▼-82.9%215,3000.5%Computer and TechnologyIQVIQVIA$4,727,7000.0%30,0000.5%MedicalASHRXtrackers Harvest CSI 300 China A-Shares ETF$4,681,800$4,376,244 ▼-48.3%170,0000.5%ETFSTXSeagate Technology$4,329,900$36,258,438 ▼-89.3%30,0000.4%Computer and TechnologyTEMPUS AI INC$3,698,028$1,334,340 ▼-26.5%58,2000.4%CL ADOCSDoximity$3,422,772$3,422,772 ▲New Holding55,8000.3%MedicalMRVLMarvell Technology$3,330,754$3,330,754 ▲New Holding43,0330.3%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,669,343$1,651,140 ▲162.2%29,1000.3%ETFCYBRCyberArk Software$2,075,088$1,790,272 ▲628.6%5,1000.2%Computer and TechnologyCELESTICA INC$1,951,375$2,731,925 ▼-58.3%12,5000.2%COMTTMITTM Technologies$849,056$849,056 ▲New Holding20,8000.1%Computer and TechnologyCRDOCredo Technology Group$824,051$824,051 ▲New Holding8,9000.1%Computer and TechnologyCIRCLE INTERNET GROUP INC$678,025$678,025 ▲New Holding3,7400.1%COM CL ACDNSCadence Design Systems$474,243$1,066,507 ▼-69.2%1,5390.0%Computer and TechnologyWABWabtec$257,501$257,501 ▲New Holding1,2300.0%TransportationBRBroadridge Financial Solutions$224,803$224,803 ▲New Holding9250.0%Computer and TechnologyRSGRepublic Services$221,949$221,949 ▲New Holding9000.0%Business ServicesMSCIMSCI$207,626$207,626 ▲New Holding3600.0%FinancePANWPalo Alto Networks$0$45,526,752 ▼-100.0%00.0%Computer and TechnologyMPWRMonolithic Power Systems$0$28,924,763 ▼-100.0%00.0%Computer and TechnologyDECKDeckers Outdoor$0$23,983,245 ▼-100.0%00.0%Retail/WholesaleONONON$0$23,056,287 ▼-100.0%00.0%Retail/WholesaleWDCWestern Digital$0$19,829,379 ▼-100.0%00.0%Computer and TechnologyREDDIT INC$0$19,626,790 ▼-100.0%00.0%CL ADUOLINGO INC$0$15,967,967 ▼-100.0%00.0%CL A COMMDBMongoDB$0$15,049,320 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$12,827,150 ▼-100.0%00.0%Retail/WholesaleTTDTrade Desk$0$12,202,560 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$11,166,728 ▼-100.0%00.0%Computer and TechnologyLILi Auto$0$10,076,724 ▼-100.0%00.0%Auto/Tires/TrucksHTHTH World Group$0$9,992,700 ▼-100.0%00.0%Consumer DiscretionaryRACEFerrari$0$9,516,051 ▼-100.0%00.0%Auto/Tires/TrucksBABAAlibaba Group$0$9,322,215 ▼-100.0%00.0%Retail/WholesaleNTESNetEase$0$9,020,526 ▼-100.0%00.0%Computer and TechnologyULTAUlta Beauty$0$8,705,325 ▼-100.0%00.0%Retail/WholesaleZIZoomInfo Technologies$0$7,449,480 ▼-100.0%00.0%Computer and TechnologyHWMHowmet Aerospace$0$7,228,426 ▼-100.0%00.0%AerospaceMSMorgan Stanley$0$7,105,203 ▼-100.0%00.0%FinanceBILLBILL$0$7,067,060 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$6,893,656 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$6,528,348 ▼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$6,326,600 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$5,602,520 ▼-100.0%00.0%Computer and TechnologyBKNGBooking$0$4,722,083 ▼-100.0%00.0%Retail/WholesaleHUBSHubSpot$0$4,513,191 ▼-100.0%00.0%Computer and TechnologyARISTA NETWORKS INC$0$4,455,100 ▼-100.0%00.0%COM SHSSNPSSynopsys$0$3,430,800 ▼-100.0%00.0%Computer and TechnologyABNBAirbnb$0$3,428,502 ▼-100.0%00.0%Consumer DiscretionaryPFEPfizer$0$3,294,200 ▼-100.0%00.0%MedicalNUNU$0$2,853,888 ▼-100.0%00.0%FinanceShowing 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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