Tairen Capital Ltd
Tairen Capital Ltd reported 44 positions worth $1.13B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: TSM (19.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $216.2M | 19.10% | 452,800 | — | — | |
| ▸ 2 | AMD | SH | $99.4M | 8.78% | 171,100 | — | — | |
| ▸ 3 | LITE | SH | $91.8M | 8.11% | 106,960 | — | — | |
| ▸ 4 | MRVL | SH | $86.1M | 7.60% | 288,880 | — | — | |
| ▸ 5 | GLW | SH | $75.1M | 6.64% | 294,169 | — | — | |
| ▸ 6 | INTC | SH | $65.5M | 5.79% | 469,340 | — | — | |
| ▸ 7 | QCOM | SH | $56.1M | 4.96% | 303,691 | — | — | |
| ▸ 8 | CVX | SH | $52.6M | 4.65% | 317,400 | — | — | |
| ▸ 9 | HOOD | SH | $51.4M | 4.54% | 512,952 | — | — | |
| ▸ 10 | CLS | SH | $39.4M | 3.48% | 108,000 | — | — |
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Frequently Asked Questions
What stocks does Tairen Capital Ltd hold as of Q2 2026?
Tairen Capital Ltd reported 44 positions worth $1.13B in its Q2 2026 13F filing. Largest positions: TSM (19.1%), AMD (8.8%), LITE (8.1%), MRVL (7.6%) and GLW (6.6%).
What did Tairen Capital Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tairen Capital Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.