Tairen Capital Ltd Top Holdings and 13F Report (2026) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $1.13 billion in total holdings as of June 30, 2026.Tairen Capital Ltd owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 52.97% of the portfolio was purchased this quarter.About 87.38% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 44 new stocks and bought additional shares in 6 stocks.Tairen Capital Ltd sold shares of 11 stocks and completely divested from 24 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $216,243,696Advanced Micro Devices $99,393,701Lumentum $91,778,098Marvell Technology $86,054,463Corning $75,139,588 Largest New Holdings this Quarter 573874104 - Marvell Technology $86,054,463 Holding747525103 - Qualcomm $56,119,060 Holding166764100 - Chevron $52,612,224 Holding15101Q207 - CELESTICA INC $39,398,400 Holding11135F101 - Broadcom $37,457,690 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 290,160 shares (about $138.57M)Marvell Technology 288,880 shares (about $86.05M)Qualcomm 303,691 shares (about $56.12M)Chevron 317,400 shares (about $52.61M)Lumentum 52,215 shares (about $44.80M) Largest Sales this Quarter Micron Technology 229,502 shares (about $264.91M)SANDISK CORP 51,260 shares (about $116.55M)Applied Materials 86,400 shares (about $62.47M)LAM RESEARCH CORP 139,439 shares (about $60.42M)Intel 383,260 shares (about $53.51M) 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 PortfolioSectorTSMTaiwan Semiconductor Manufacturing$216,243,696$138,571,711 â–²178.4%452,80019.1%TechnologyAMDAdvanced Micro Devices$99,393,701$6,215,737 â–²6.7%171,1008.8%TechnologyLITELumentum$91,778,098$44,803,603 â–²95.4%106,9608.1%TechnologyMRVLMarvell Technology$86,054,463$86,054,463 â–²New Holding288,8807.6%TechnologyGLWCorning$75,139,588$6,067,740 â–²8.8%294,1696.6%TechnologyINTCIntel$65,533,944$53,514,594 â–¼-45.0%469,3405.8%TechnologyQCOMQualcomm$56,119,060$56,119,060 â–²New Holding303,6915.0%TechnologyCVXChevron$52,612,224$52,612,224 â–²New Holding317,4004.6%EnergyHOODRobinhood Markets$51,438,827$330,924 â–¼-0.6%512,9524.5%FinanceCELESTICA INC$39,398,400$39,398,400 â–²New Holding108,0003.5%COMAVGOBroadcom$37,457,690$37,457,690 â–²New Holding99,1603.3%TechnologyMUMicron Technology$36,712,193$264,911,860 â–¼-87.8%31,8053.2%TechnologyBKRBaker Hughes$32,411,723$5,320,230 â–²19.6%583,9952.9%EnergyCIENCiena$17,032,243$17,032,243 â–²New Holding34,7201.5%TechnologyNOKNokia$16,147,418$16,147,418 â–²New Holding1,215,9201.4%TechnologyTERTeradyne$15,482,880$10,105,966 â–¼-39.5%32,0001.4%TechnologyX-ENERGY INC$11,676,960$11,676,960 â–²New Holding636,0001.0%COM CL ASLBSLB$11,622,5000.0%250,0001.0%EnergyTCOMTrip.com Group$10,925,204$3,455,204 â–²46.3%274,2271.0%Consumer DiscretionaryAXTIAXT$10,091,200$10,091,200 â–²New Holding140,0000.9%TechnologySITMSiTime$9,319,500$9,319,500 â–²New Holding12,5000.8%TechnologyROOTRoot$8,991,8240.0%160,7980.8%FinanceBABAAlibaba Group$8,446,240$9,310,060 â–¼-52.4%88,0000.7%Consumer DiscretionaryKLICKulicke and Soffa Industries$8,398,255$8,398,255 â–²New Holding62,7860.7%TechnologyBWXTBWX Technologies$7,786,000$7,786,000 â–²New Holding40,0000.7%IndustrialsSUPER MICRO COMPUTER INC$6,989,339$6,989,339 â–²New Holding238,3000.6%COM NEWONTOOnto Innovation$6,622,875$6,622,875 â–²New Holding17,5000.6%TechnologyINNIO NV$6,293,671$6,293,671 â–²New Holding159,1320.6%ORDINARY SHARESSMTCSemtech$6,004,635$6,004,635 â–²New Holding37,1000.5%TechnologyPOETPOET Technologies$5,551,200$5,551,200 â–²New Holding540,0000.5%TechnologyEDUNew Oriental Education & Technology Group$4,714,957$2,414,866 â–¼-33.9%102,7000.4%Consumer DiscretionarySNAPSnap$3,998,220$2,972,580 â–¼-42.6%900,5000.4%Communication ServicesBIDUBaidu$2,994,398$2,994,398 â–²New Holding26,2000.3%Communication ServicesSANDISK CORP$2,739,845$116,551,415 â–¼-97.7%1,2050.2%COMSDRLSeadrill$2,329,712$2,329,712 â–²New Holding61,6000.2%EnergyRIGTransocean$2,176,539$2,176,539 â–²New Holding445,1000.2%EnergyVALValaris$2,163,480$2,163,480 â–²New Holding29,8000.2%EnergySUPER MICRO COMPUTER INC$1,039,200$1,039,200 â–²New Holding20,0000.1%7 DEP CM SR A WIASMLASML$686,357$41,091,895 â–¼-98.4%3450.1%TechnologyUMCUnited Microelectronics$469,917$469,917 â–²New Holding17,2700.0%TechnologyORACLE CORP$449,500$449,500 â–²New Holding10,0000.0%6.5 DEP CUM SR DAMATApplied Materials$289,200$62,467,200 â–¼-99.5%4000.0%TechnologyLAM RESEARCH CORP$259,998$60,423,102 â–¼-99.6%6000.0%COM NEWDDLDingdong (Cayman)$63,6900.0%33,0000.0%Consumer StaplesEWYiShares MSCI South Korea ETF$0$71,247,392 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$42,616,392 â–¼-100.0%00.0%Communication ServicesMETAMeta Platforms$0$38,653,103 â–¼-100.0%00.0%Communication ServicesLINDE PLC$0$30,191,784 â–¼-100.0%00.0%SHSDOORDASH INC$0$27,243,216 â–¼-100.0%00.0%CL ARBLXRoblox$0$17,923,864 â–¼-100.0%00.0%Communication ServicesARM HOLDINGS PLC$0$16,247,472 â–¼-100.0%00.0%SPONSORED ADSMKSIMKS$0$15,741,985 â–¼-100.0%00.0%TechnologySOLSTICE ADVANCED MATLS INC$0$15,475,712 â–¼-100.0%00.0%COM SHSKEYSKeysight Technologies$0$14,174,974 â–¼-100.0%00.0%TechnologyCOHRCoherent$0$11,910,500 â–¼-100.0%00.0%TechnologyWABWabtec$0$10,444,739 â–¼-100.0%00.0%IndustrialsRMBSRambus$0$10,323,600 â–¼-100.0%00.0%TechnologyHALHalliburton$0$7,798,000 â–¼-100.0%00.0%EnergyPHParker-Hannifin$0$7,520,016 â–¼-100.0%00.0%IndustrialsNVDANVIDIA$0$7,237,600 â–¼-100.0%00.0%TechnologyUUnity Software$0$7,215,298 â–¼-100.0%00.0%TechnologyNDAQNasdaq$0$4,838,730 â–¼-100.0%00.0%FinanceAEISAdvanced Energy Industries$0$3,374,256 â–¼-100.0%00.0%TechnologyFICOFair Isaac$0$3,202,620 â–¼-100.0%00.0%TechnologyENTGEntegris$0$1,172,400 â–¼-100.0%00.0%TechnologyGOOGAlphabet$0$229,488 â–¼-100.0%00.0%Communication ServicesFTAI AVIATION LTD$0$203,350 â–¼-100.0%00.0%SHSVNETVNET Group$0$91,451 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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