Tairen Capital Ltd Top Holdings and 13F Report (2026) About Tairen Capital LtdInvestment ActivityTairen Capital Ltd has $417.39 million in total holdings as of September 30, 2026.Tairen Capital Ltd owns shares of 25 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 79.64% of the portfolio was purchased this quarter.About 247.55% of the portfolio was sold this quarter.This quarter, Tairen Capital Ltd has purchased 44 new stocks and bought additional shares in 0 stocks.Tairen Capital Ltd sold shares of 3 stocks and completely divested from 37 stocks this quarter.Largest Holdings Robinhood Markets $32,331,600TEMPUS AI INC $32,194,890DOORDASH INC $32,139,605IQVIA $29,788,580Illumina $28,626,928 Largest New Holdings this Quarter 88023B103 - TEMPUS AI INC $32,194,890 Holding25809K105 - DOORDASH INC $32,139,605 Holding46266C105 - IQVIA $29,788,580 Holding452327109 - Illumina $28,626,928 Holding82509L107 - SHOPIFY INC $27,109,240 Holding Largest Purchases this Quarter TEMPUS AI INC 393,100 shares (about $32.19M)DOORDASH INC 175,100 shares (about $32.14M)IQVIA 110,800 shares (about $29.79M)Illumina 104,600 shares (about $28.63M)SHOPIFY INC 182,800 shares (about $27.11M) Largest Sales this Quarter Marvell Technology 229,980 shares (about $60.76M)Intel 238,199 shares (about $28.64M)Robinhood Markets 225,560 shares (about $25.38M) 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 PortfolioSectorHOODRobinhood Markets$32,331,600$25,375,500 ▼-44.0%287,3927.7%FinanceTEMPUS AI INC$32,194,890$32,194,890 ▲New Holding393,1007.7%CL ADOORDASH INC$32,139,605$32,139,605 ▲New Holding175,1007.7%CL AIQVIQVIA$29,788,580$29,788,580 ▲New Holding110,8007.1%HealthcareILMNIllumina$28,626,928$28,626,928 ▲New Holding104,6006.9%HealthcareINTCIntel$27,790,082$28,638,665 ▼-50.8%231,1416.7%TechnologySHOPIFY INC$27,109,240$27,109,240 ▲New Holding182,8006.5%CL A SUB VTG SHSTMOThermo Fisher Scientific$26,694,177$26,694,177 ▲New Holding39,5446.4%HealthcareMETAMeta Platforms$23,408,810$23,408,810 ▲New Holding32,2805.6%Communication ServicesAAPLApple$22,998,361$22,998,361 ▲New Holding69,0605.5%TechnologyGLDSPDR Gold Shares$20,184,520$20,184,520 ▲New Holding53,0004.8%ETFTSLATesla$15,789,045$15,789,045 ▲New Holding44,5003.8%Consumer DiscretionaryMRVLMarvell Technology$15,561,969$60,763,016 ▼-79.6%58,9003.7%TechnologyMSTRStrategy$13,135,122$13,135,122 ▲New Holding85,8003.1%TechnologySDGRSchrodinger$9,653,818$9,653,818 ▲New Holding310,9122.3%HealthcareLINDE PLC$9,493,000$9,493,000 ▲New Holding20,0002.3%SHSMSFTMicrosoft$9,395,815$9,395,815 ▲New Holding18,3192.3%TechnologyAAgilent Technologies$8,615,500$8,615,500 ▲New Holding50,0002.1%HealthcareBRKRBruker$8,417,500$8,417,500 ▲New Holding130,0002.0%HealthcareCRLCharles River Laboratories International$8,378,284$8,378,284 ▲New Holding28,4002.0%HealthcareROOTRoot$7,414,3960.0%160,7981.8%FinanceTWSTTwist Bioscience$6,376,920$6,376,920 ▲New Holding33,0001.5%HealthcareSUPER MICRO COMPUTER INC$1,374,6000.0%20,0000.3%7 DEP CM SR A WIORACLE CORP$442,4000.0%10,0000.1%6.5 DEP CUM SR DDDLDingdong (Cayman)$70,2900.0%33,0000.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$0$216,243,696 ▼-100.0%00.0%TechnologyAMDAdvanced Micro Devices$0$99,393,701 ▼-100.0%00.0%TechnologyLITELumentum$0$91,778,098 ▼-100.0%00.0%TechnologyGLWCorning$0$75,139,588 ▼-100.0%00.0%TechnologyQCOMQualcomm$0$56,119,060 ▼-100.0%00.0%TechnologyCVXChevron$0$52,612,224 ▼-100.0%00.0%EnergyCELESTICA INC$0$39,398,400 ▼-100.0%00.0%COMAVGOBroadcom$0$37,457,690 ▼-100.0%00.0%TechnologyMUMicron Technology$0$36,712,193 ▼-100.0%00.0%TechnologyBKRBaker Hughes$0$32,411,723 ▼-100.0%00.0%EnergyCIENCiena$0$17,032,243 ▼-100.0%00.0%TechnologyNOKNokia$0$16,147,418 ▼-100.0%00.0%TechnologyTERTeradyne$0$15,482,880 ▼-100.0%00.0%TechnologyX-ENERGY INC$0$11,676,960 ▼-100.0%00.0%COM CL ASLBSLB$0$11,622,500 ▼-100.0%00.0%EnergyTCOMTrip.com Group$0$10,925,204 ▼-100.0%00.0%Consumer DiscretionaryAXTIAXT$0$10,091,200 ▼-100.0%00.0%TechnologySITMSiTime$0$9,319,500 ▼-100.0%00.0%TechnologyBABAAlibaba Group$0$8,446,240 ▼-100.0%00.0%Consumer DiscretionaryKLICKulicke and Soffa Industries$0$8,398,255 ▼-100.0%00.0%TechnologyBWXTBWX Technologies$0$7,786,000 ▼-100.0%00.0%IndustrialsSUPER MICRO COMPUTER INC$0$6,989,339 ▼-100.0%00.0%COM NEWONTOOnto Innovation$0$6,622,875 ▼-100.0%00.0%TechnologyINNIO NV$0$6,293,671 ▼-100.0%00.0%ORDINARY SHARESSMTCSemtech$0$6,004,635 ▼-100.0%00.0%TechnologyPOETPOET Technologies$0$5,551,200 ▼-100.0%00.0%TechnologyEDUNew Oriental Education & Technology Group$0$4,714,957 ▼-100.0%00.0%Consumer DiscretionarySNAPSnap$0$3,998,220 ▼-100.0%00.0%Communication ServicesBIDUBaidu$0$2,994,398 ▼-100.0%00.0%Communication ServicesSANDISK CORP$0$2,739,845 ▼-100.0%00.0%COMSDRLSeadrill$0$2,329,712 ▼-100.0%00.0%EnergyRIGTransocean$0$2,176,539 ▼-100.0%00.0%EnergyVALValaris$0$2,163,480 ▼-100.0%00.0%EnergyASMLASML$0$686,357 ▼-100.0%00.0%TechnologyUMCUnited Microelectronics$0$469,917 ▼-100.0%00.0%TechnologyAMATApplied Materials$0$289,200 ▼-100.0%00.0%TechnologyLAM RESEARCH CORP$0$259,998 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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