Tairen Capital Ltd
CIK 0001652062 · HONG KONG, K3 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.13B
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
19.1%
AMD
ADVANCED MICRO DEVICES INC
8.8%
LITE
LUMENTUM HLDGS INC
8.1%
MRVL
MARVELL TECHNOLOGY INC
7.6%
GLW
CORNING INC
6.6%
INTC
INTEL CORP
5.8%
QCOM
QUALCOMM INC
5.0%
CVX
CHEVRON CORPORATION
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.