Tairen-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "TEM",
  "MPWR",
  "AES",
  "GLBE",
  "ONON",
  "SNOW",
  "MU",
  "ABNB",
  "BABA",
  "AFRM",
  "TEAM",
  "AVGO",
  "CLS",
  "MNSO",
  "DT",
  "AMBA",
  "U",
  "BIRK",
  "IBKR",
  "HD",
  null,
  "HUBS",
  "HWM",
  "BKNG",
  "META",
  "ROOT",
  "IQV",
  "LIN",
  "MSFT",
  "MS",
  null,
  "DUOL",
  "GWRE",
  "NU",
  "ANSS",
  "ANET",
  "PANW",
  "AAPL",
  "GS",
  "INTC",
  "PFE",
  "MDB",
  "NOW",
  "SHW",
  "SHOP",
  "STX",
  null,
  "SNPS",
  "TPR",
  "TWLO",
  "AAP",
  "AS",
  null,
  "ULTA",
  "TSM",
  "ADSK",
  "AMD",
  "NTRA",
  "DECK",
  null,
  "HTHT",
  "RACE",
  "AMZN",
  "HCA",
  "LI",
  null,
  "NTES",
  "VEEV",
  "WDC",
  "WIX",
  "GTM",
  "ESTC",
  "MNDY",
  "TTD",
  "TCOM",
  "CRM",
  "RDDT",
  "BILL",
  null,
  "CDNS",
  "CFLT",
  "COST",
  "CYBR",
  "DDOG",
  "TSLA",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 88
Total Value: 1512538984
Accession Number: 0001085146-25-003173
Form Type: 13F-HR
CIK: tairen-capital
Manager Name: Tairen-Capital

Data Enrichment

92% identified

81 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:753.0K

Value:$143.3M

% of Portfolio:9.5% ($143.3M/$1.5B)

Meta Platforms, Inc.

META|30303M102

Shares:205.2K

Value:$118.3M

% of Portfolio:7.8% ($118.3M/$1.5B)

MICROSOFT CORP

MSFT|594918104

Shares:268.3K

Value:$100.7M

% of Portfolio:6.7% ($100.7M/$1.5B)

Snowflake Inc.

SNOW|833445109

Shares:456.8K

Value:$66.8M

% of Portfolio:4.4% ($66.8M/$1.5B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:1.6M

Value:$65.3M

% of Portfolio:4.3% ($65.3M/$1.5B)

36118L106

Shares:490.6K

Value:$50.2M

% of Portfolio:3.3% ($50.2M/$1.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:290.6K

Value:$48.2M

% of Portfolio:3.2% ($48.2M/$1.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:266.8K

Value:$45.5M

% of Portfolio:3.0% ($45.5M/$1.5B)

46438F101

Shares:737.6K

Value:$34.5M

% of Portfolio:2.3% ($34.5M/$1.5B)

Broadcom Inc.

AVGO|11135F101

Shares:204.3K

Value:$34.2M

% of Portfolio:2.3% ($34.2M/$1.5B)

TWILIO INC

TWLO|90138F102

Shares:334.3K

Value:$32.7M

% of Portfolio:2.2% ($32.7M/$1.5B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:49.9K

Value:$28.9M

% of Portfolio:1.9% ($28.9M/$1.5B)

INTEL CORP

INTC|458140100

Shares:1.3M

Value:$28.5M

% of Portfolio:1.9% ($28.5M/$1.5B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:72.2K

Value:$25.2M

% of Portfolio:1.7% ($25.2M/$1.5B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:214.5K

Value:$24.0M

% of Portfolio:1.6% ($24.0M/$1.5B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:281.2K

Value:$23.9M

% of Portfolio:1.6% ($23.9M/$1.5B)

On Holding AG

ONON|H5919C104

Shares:525.0K

Value:$23.1M

% of Portfolio:1.5% ($23.1M/$1.5B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:42.2K

Value:$23.1M

% of Portfolio:1.5% ($23.1M/$1.5B)

Trip.com Group Ltd

TCOM|89677Q107

Shares:337.9K

Value:$21.5M

% of Portfolio:1.4% ($21.5M/$1.5B)

Natera, Inc.

NTRA|632307104

Shares:141.9K

Value:$20.1M

% of Portfolio:1.3% ($20.1M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	753.0K	QoQ +1346.58% (+700.9K) YoY +444.13% (+614.6K)	All Managers (Combined)	$143.3M	9.5% ($143.3M/$1.5B)	QoQ +1154.51% (+$131.8M) YoY +473.93% (+$118.3M)
Meta Platforms, Inc.(METAcusip30303M102)	205.2K	QoQ +166.84% (+128.3K) YoY NEW(+205.2K)	All Managers (Combined)	$118.3M	7.8% ($118.3M/$1.5B)	QoQ +162.67% (+$73.2M) YoY NEW(+$118.3M)
MICROSOFT CORP(MSFTcusip594918104)	268.3K	QoQ +100.07% (+134.2K) YoY +63.54% (+104.2K)	All Managers (Combined)	$100.7M	6.7% ($100.7M/$1.5B)	QoQ +78.18% (+$44.2M) YoY +45.92% (+$31.7M)
Snowflake Inc.(SNOWcusip833445109)	456.8K	QoQ +225.13% (+316.3K) YoY +174.76% (+290.5K)	All Managers (Combined)	$66.8M	4.4% ($66.8M/$1.5B)	QoQ +207.75% (+$45.1M) YoY +148.50% (+$39.9M)
Robinhood Markets, Inc.(HOODcusip770700102)	1.6M	QoQ +150.91% (+944.0K) YoY NEW(+1.6M)	All Managers (Combined)	$65.3M	4.3% ($65.3M/$1.5B)	QoQ +180.27% (+$42.0M) YoY NEW(+$65.3M)
(cusip36118L106)✕	490.6K	QoQ +76.74% (+213.0K) YoY NEW(+490.6K)	All Managers (Combined)	$50.2M	3.3% ($50.2M/$1.5B)	QoQ +126.14% (+$28.0M) YoY NEW(+$50.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	290.6K	QoQ NEW(+290.6K) YoY +172.65% (+184.0K)	All Managers (Combined)	$48.2M	3.2% ($48.2M/$1.5B)	QoQ NEW(+$48.2M) YoY +232.67% (+$33.7M)
Palo Alto Networks Inc(PANWcusip697435105)	266.8K	QoQ NEW(+266.8K) YoY NEW(+266.8K)	All Managers (Combined)	$45.5M	3.0% ($45.5M/$1.5B)	QoQ NEW(+$45.5M) YoY NEW(+$45.5M)
(cusip46438F101)✕	737.6K	QoQ NEW(+737.6K) YoY NEW(+737.6K)	All Managers (Combined)	$34.5M	2.3% ($34.5M/$1.5B)	QoQ NEW(+$34.5M) YoY NEW(+$34.5M)
Broadcom Inc.(AVGOcusip11135F101)	204.3K	QoQ +10652.63% (+202.4K) YoY NEW(+204.3K)	All Managers (Combined)	$34.2M	2.3% ($34.2M/$1.5B)	QoQ +7665.32% (+$33.8M) YoY NEW(+$34.2M)
TWILIO INC(TWLOcusip90138F102)	334.3K	QoQ +7328.17% (+329.8K) YoY NEW(+334.3K)	All Managers (Combined)	$32.7M	2.2% ($32.7M/$1.5B)	QoQ +6629.20% (+$32.2M) YoY NEW(+$32.7M)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	49.9K	QoQ NEW(+49.9K) YoY NEW(+49.9K)	All Managers (Combined)	$28.9M	1.9% ($28.9M/$1.5B)	QoQ NEW(+$28.9M) YoY NEW(+$28.9M)
INTEL CORP(INTCcusip458140100)	1.3M	QoQ +6184.00% (+1.2M) YoY NEW(+1.3M)	All Managers (Combined)	$28.5M	1.9% ($28.5M/$1.5B)	QoQ +7017.68% (+$28.1M) YoY NEW(+$28.5M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	72.2K	QoQ +455.03% (+59.2K) YoY NEW(+72.2K)	All Managers (Combined)	$25.2M	1.7% ($25.2M/$1.5B)	QoQ +470.15% (+$20.8M) YoY NEW(+$25.2M)
DECKERS OUTDOOR CORP(DECKcusip243537107)	214.5K	QoQ +666.07% (+186.5K) YoY NEW(+214.5K)	All Managers (Combined)	$24.0M	1.6% ($24.0M/$1.5B)	QoQ +321.75% (+$18.3M) YoY NEW(+$24.0M)
Seagate Technology Holdings plc(STXcusipG7997R103)	281.2K	QoQ NEW(+281.2K) YoY NEW(+281.2K)	All Managers (Combined)	$23.9M	1.6% ($23.9M/$1.5B)	QoQ NEW(+$23.9M) YoY NEW(+$23.9M)
On Holding AG(ONONcusipH5919C104)	525.0K	QoQ +208.80% (+355.0K) YoY +303.81% (+395.0K)	All Managers (Combined)	$23.1M	1.5% ($23.1M/$1.5B)	QoQ +147.62% (+$13.7M) YoY +401.28% (+$18.5M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	42.2K	QoQ NEW(+42.2K) YoY NEW(+42.2K)	All Managers (Combined)	$23.1M	1.5% ($23.1M/$1.5B)	QoQ NEW(+$23.1M) YoY NEW(+$23.1M)
Trip.com Group Ltd(TCOMcusip89677Q107)	337.9K	QoQ +8564.69% (+334.0K) YoY NEW(+337.9K)	All Managers (Combined)	$21.5M	1.4% ($21.5M/$1.5B)	QoQ +7923.61% (+$21.2M) YoY NEW(+$21.5M)
Natera, Inc.(NTRAcusip632307104)	141.9K	QoQ +1226.23% (+131.2K) YoY NEW(+141.9K)	All Managers (Combined)	$20.1M	1.3% ($20.1M/$1.5B)	QoQ +1084.72% (+$18.4M) YoY NEW(+$20.1M)