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Tairen Capital Ltd

CIK 1652062 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Tairen Capital Ltd reported 44 US-listed holdings worth $1.13 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (19.1%), Advanced Micro Devices Inc. (8.8%) and Lumentum Holdings Inc. (8.1%). Against the quarter before, it opened 24 positions, added to 6, trimmed 11 and sold out of 24.

Reported holdings$1.13B+22.5% on Q1 2026
Positions44as many as Q1 2026
The largest ten73.6%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toTrimmed
TSM19.1%AMD8.8%LITE8.1%MRVL7.6%GLW6.6%INTC5.8%QCOM5.0%CVX4.6%HOOD4.5%CLS3.5%AVGO3.3%MU3.2%BKR2.9%30 more15.4%

The 14 largest of its 44 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.82 billion in 59 positions$2.82BQ3 24Q4 2024: $680.2 million in 69 positions$680MQ4 24Q1 2025: $1.51 billion in 88 positions$1.51BQ1 25Q2 2025: $978.6 million in 68 positions$979MQ2 25Q3 2025: $925.4 million in 66 positions$925MQ3 25Q4 2025: $960.9 million in 59 positions$961MQ4 25Q1 2026: $924.3 million in 44 positions$924MQ1 26Q2 2026: $1.13 billion in 44 positions$1.13BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 24Added 6Held 3Trimmed 11Sold out 24
Opened: 24Added: 6Held: 3Trimmed: 11Sold out: 24

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 24

  1. Marvell Technology, Inc. MRVL$86.1 million
  2. Qualcomm Inc. QCOM$56.1 million
  3. Chevron Corp. CVX$52.6 million
  4. Celestica Inc. CLS$39.4 million
  5. Broadcom Inc. AVGO$37.5 million
  6. Ciena Corp. CIEN$17.0 million
  7. Nokia Corporation NOK$16.1 million
  8. X Energy Inc. XE$11.7 million

and 16 more in the table below

Added to 6

  1. Taiwan Semiconductor Manufacturing Company Limited TSM+290,160 shares · +178%
  2. Lumentum Holdings Inc. LITE+52,215 shares · +95%
  3. Advanced Micro Devices Inc. AMD+10,700 shares · +7%
  4. Corning Inc. GLW+23,755 shares · +9%
  5. Baker Hughes Co. BKR+95,860 shares · +20%
  6. Trip.com Group Limited TCOM+86,727 shares · +46%

Trimmed 11

  1. Micron Technology Inc. MU-229,502 shares · -88%
  2. Sandisk Corp. SNDK-51,260 shares · -98%
  3. Applied Materials Inc. AMAT-86,400 shares · -100%
  4. Lam Research Corp. LRCX-139,439 shares · -100%
  5. Intel Corp. INTC-383,260 shares · -45%
  6. ASML Holding N.V. ASML-20,655 shares · -98%
  7. Teradyne, Inc. TER-20,887 shares · -39%
  8. Alibaba Group Holding Limited BABA-97,000 shares · -52%

and 3 more in the table below

Sold out of 24

  1. iShares Inc. EWY$71.2 million last quarter
  2. Alphabet Inc. GOOGL$42.6 million last quarter
  3. Meta Platforms, Inc. META$38.7 million last quarter
  4. Linde plc LIN$30.2 million last quarter
  5. DoorDash, Inc. DASH$27.2 million last quarter
  6. Roblox Corp. RBLX$17.9 million last quarter
  7. Arm Holdings plc ARM$16.2 million last quarter
  8. MKS Inc. MKSI$15.7 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Taiwan Semiconductor Manufacturing Company Limited TSM452,800$216.2 million19.10%+290,160
Advanced Micro Devices Inc. AMD171,100$99.4 million8.78%+10,700
Lumentum Holdings Inc. LITE106,960$91.8 million8.11%+52,215
Marvell Technology, Inc. MRVL288,880$86.1 million7.60%new
Corning Inc. GLW294,169$75.1 million6.64%+23,755
Intel Corp. INTC469,340$65.5 million5.79%-383,260
Qualcomm Inc. QCOM303,691$56.1 million4.96%new
Chevron Corp. CVX317,400$52.6 million4.65%new
Robinhood Markets, Inc. HOOD512,952$51.4 million4.54%-3,300
Celestica Inc. CLS108,000$39.4 million3.48%new
Broadcom Inc. AVGO99,160$37.5 million3.31%new
Micron Technology Inc. MU31,805$36.7 million3.24%-229,502
Baker Hughes Co. BKR583,995$32.4 million2.86%+95,860
Ciena Corp. CIEN34,720$17.0 million1.50%new
Nokia Corporation NOK1,215,920$16.1 million1.43%new
Teradyne, Inc. TER32,000$15.5 million1.37%-20,887
X Energy Inc. XE636,000$11.7 million1.03%new
SLB Limited SLB250,000$11.6 million1.03%no change
Trip.com Group Limited TCOM274,227$10.9 million0.97%+86,727
Axt Inc. AXTI140,000$10.1 million0.89%new
Sitime Corp. SITM12,500$9.3 million0.82%new
Root Inc. ROOT160,798$9.0 million0.79%no change
Alibaba Group Holding Limited BABA88,000$8.4 million0.75%-97,000
Kulicke & Soffa Industries Inc. KLIC62,786$8.4 million0.74%new
BWX Technologies, Inc. BWXT40,000$7.8 million0.69%new
Super Micro Computer, Inc. SMCI238,300$7.0 million0.62%new
Onto Innovation Inc. ONTO17,500$6.6 million0.59%new
Innio NV INIO159,132$6.3 million0.56%new
Semtech Corp. SMTC37,100$6.0 million0.53%new
Poet Technologies Inc. POET540,000$5.6 million0.49%new
New Oriental Ed & Technology EDU102,700$4.7 million0.42%-52,600
Snap Inc. SNAP900,500$4.0 million0.35%-669,500
Baidu, Inc. BIDU26,200$3.0 million0.26%new
Sandisk Corp. SNDK1,205$2.7 million0.24%-51,260
Seadrill 2021 Ltd SDRL61,600$2.3 million0.21%new
Transocean Ltd RIG445,100$2.2 million0.19%new
Valaris Ltd. VAL29,800$2.2 million0.19%new
Super Micro Computer Inc. SMCIP20,000$1.0 million0.09%new
ASML Holding N.V. ASML345$686,3570.06%-20,655
United Microelectronics Corporation UMC17,270$469,9170.04%new
Oracle Corp. ORCLPRD10,000$449,5000.04%new
Applied Materials Inc. AMAT400$289,2000.03%-86,400
Lam Research Corp. LRCX600$259,9980.02%-139,439
Dingdong Cayman Ltd DDL33,000$63,6900.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 24 it sold out of are in the box above.