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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LINDE PLC

LIN|G54950103

Shares:42.8K

Value:$19.9M

% of Portfolio:1.3% ($19.9M/$1.5B)

WESTERN DIGITAL CORP

WDC|958102105

Shares:490.5K

Value:$19.8M

% of Portfolio:1.3% ($19.8M/$1.5B)

Reddit, Inc.

RDDT|75734B100

Shares:187.1K

Value:$19.6M

% of Portfolio:1.3% ($19.6M/$1.5B)

Apple Inc.

AAPL|037833100

Shares:87.9K

Value:$19.5M

% of Portfolio:1.3% ($19.5M/$1.5B)

AMBARELLA INC

AMBA|G037AX101

Shares:383.1K

Value:$19.3M

% of Portfolio:1.3% ($19.3M/$1.5B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:55.3K

Value:$19.1M

% of Portfolio:1.3% ($19.1M/$1.5B)

Parker-Hannifin Corp

PH|701094104

Shares:28.7K

Value:$17.4M

% of Portfolio:1.2% ($17.4M/$1.5B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:99.6K

Value:$16.5M

% of Portfolio:1.1% ($16.5M/$1.5B)

Duolingo, Inc.

DUOL|26603R106

Shares:51.4K

Value:$16.0M

% of Portfolio:1.1% ($16.0M/$1.5B)

Datadog, Inc.

DDOG|23804L103

Shares:160.0K

Value:$15.9M

% of Portfolio:1.0% ($15.9M/$1.5B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:181.0K

Value:$15.7M

% of Portfolio:1.0% ($15.7M/$1.5B)

MongoDB, Inc.

MDB|60937P106

Shares:85.8K

Value:$15.0M

% of Portfolio:1.0% ($15.0M/$1.5B)

ADVANCE AUTO PARTS INC

AAP|00751Y106

Shares:375.6K

Value:$14.7M

% of Portfolio:1.0% ($14.7M/$1.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:59.0K

Value:$14.5M

% of Portfolio:1.0% ($14.5M/$1.5B)

TAPESTRY, INC.

TPR|876030107

Shares:199.1K

Value:$14.0M

% of Portfolio:0.9% ($14.0M/$1.5B)

HOME DEPOT, INC.

HD|437076102

Shares:35.0K

Value:$12.8M

% of Portfolio:0.8% ($12.8M/$1.5B)

Trade Desk, Inc.

TTD|88339J105

Shares:223.0K

Value:$12.2M

% of Portfolio:0.8% ($12.2M/$1.5B)

Amer Sports, Inc.

AS|G0260P102

Shares:436.0K

Value:$11.7M

% of Portfolio:0.8% ($11.7M/$1.5B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:48.9K

Value:$11.3M

% of Portfolio:0.7% ($11.3M/$1.5B)

Salesforce, Inc.

CRM|79466L302

Shares:41.6K

Value:$11.2M

% of Portfolio:0.7% ($11.2M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	42.8K	QoQ +327.80% (+32.8K) YoY NEW(+42.8K)	All Managers (Combined)	$19.9M	1.3% ($19.9M/$1.5B)	QoQ +375.79% (+$15.7M) YoY NEW(+$19.9M)
WESTERN DIGITAL CORP(WDCcusip958102105)	490.5K	QoQ NEW(+490.5K) YoY NEW(+490.5K)	All Managers (Combined)	$19.8M	1.3% ($19.8M/$1.5B)	QoQ NEW(+$19.8M) YoY NEW(+$19.8M)
Reddit, Inc.(RDDTcusip75734B100)	187.1K	QoQ NEW(+187.1K) YoY NEW(+187.1K)	All Managers (Combined)	$19.6M	1.3% ($19.6M/$1.5B)	QoQ NEW(+$19.6M) YoY NEW(+$19.6M)
Apple Inc.(AAPLcusip037833100)	87.9K	QoQ NEW(+87.9K) YoY NEW(+87.9K)	All Managers (Combined)	$19.5M	1.3% ($19.5M/$1.5B)	QoQ NEW(+$19.5M) YoY NEW(+$19.5M)
AMBARELLA INC(AMBAcusipG037AX101)	383.1K	QoQ NEW(+383.1K) YoY NEW(+383.1K)	All Managers (Combined)	$19.3M	1.3% ($19.3M/$1.5B)	QoQ NEW(+$19.3M) YoY NEW(+$19.3M)
HCA Healthcare, Inc.(HCAcusip40412C101)	55.3K	QoQ NEW(+55.3K) YoY NEW(+55.3K)	All Managers (Combined)	$19.1M	1.3% ($19.1M/$1.5B)	QoQ NEW(+$19.1M) YoY NEW(+$19.1M)
Parker-Hannifin Corp(PHcusip701094104)	28.7K	QoQ NEW(+28.7K) YoY NEW(+28.7K)	All Managers (Combined)	$17.4M	1.2% ($17.4M/$1.5B)	QoQ NEW(+$17.4M) YoY NEW(+$17.4M)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	99.6K	QoQ NEW(+99.6K) YoY +55.71% (+35.6K)	All Managers (Combined)	$16.5M	1.1% ($16.5M/$1.5B)	QoQ NEW(+$16.5M) YoY +130.81% (+$9.3M)
Duolingo, Inc.(DUOLcusip26603R106)	51.4K	QoQ NEW(+51.4K) YoY NEW(+51.4K)	All Managers (Combined)	$16.0M	1.1% ($16.0M/$1.5B)	QoQ NEW(+$16.0M) YoY NEW(+$16.0M)
Datadog, Inc.(DDOGcusip23804L103)	160.0K	QoQ +412.82% (+128.8K) YoY +107.79% (+83.0K)	All Managers (Combined)	$15.9M	1.0% ($15.9M/$1.5B)	QoQ +256.05% (+$11.4M) YoY +66.78% (+$6.4M)
MICRON TECHNOLOGY INC(MUcusip595112103)	181.0K	QoQ NEW(+181.0K) YoY -77.87% (-637.2K)	All Managers (Combined)	$15.7M	1.0% ($15.7M/$1.5B)	QoQ NEW(+$15.7M) YoY -83.69% (-$80.7M)
MongoDB, Inc.(MDBcusip60937P106)	85.8K	QoQ +71.94% (+35.9K) YoY +615.00% (+73.8K)	All Managers (Combined)	$15.0M	1.0% ($15.0M/$1.5B)	QoQ +29.54% (+$3.4M) YoY +249.68% (+$10.7M)
ADVANCE AUTO PARTS INC(AAPcusip00751Y106)	375.6K	QoQ +74.02% (+159.8K) YoY NEW(+375.6K)	All Managers (Combined)	$14.7M	1.0% ($14.7M/$1.5B)	QoQ +44.29% (+$4.5M) YoY NEW(+$14.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	59.0K	QoQ NEW(+59.0K) YoY NEW(+59.0K)	All Managers (Combined)	$14.5M	1.0% ($14.5M/$1.5B)	QoQ NEW(+$14.5M) YoY NEW(+$14.5M)
TAPESTRY, INC.(TPRcusip876030107)	199.1K	QoQ NEW(+199.1K) YoY NEW(+199.1K)	All Managers (Combined)	$14.0M	0.9% ($14.0M/$1.5B)	QoQ NEW(+$14.0M) YoY NEW(+$14.0M)
HOME DEPOT, INC.(HDcusip437076102)	35.0K	QoQ NEW(+35.0K) YoY NEW(+35.0K)	All Managers (Combined)	$12.8M	0.8% ($12.8M/$1.5B)	QoQ NEW(+$12.8M) YoY NEW(+$12.8M)
Trade Desk, Inc.(TTDcusip88339J105)	223.0K	QoQ NEW(+223.0K) YoY NEW(+223.0K)	All Managers (Combined)	$12.2M	0.8% ($12.2M/$1.5B)	QoQ NEW(+$12.2M) YoY NEW(+$12.2M)
Amer Sports, Inc.(AScusipG0260P102)	436.0K	QoQ +272.64% (+319.0K) YoY NEW(+436.0K)	All Managers (Combined)	$11.7M	0.8% ($11.7M/$1.5B)	QoQ +256.25% (+$8.4M) YoY NEW(+$11.7M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	48.9K	QoQ -80.07% (-196.5K) YoY NEW(+48.9K)	All Managers (Combined)	$11.3M	0.7% ($11.3M/$1.5B)	QoQ -78.05% (-$40.3M) YoY NEW(+$11.3M)
Salesforce, Inc.(CRMcusip79466L302)	41.6K	QoQ -80.51% (-171.9K) YoY NEW(+41.6K)	All Managers (Combined)	$11.2M	0.7% ($11.2M/$1.5B)	QoQ -84.35% (-$60.2M) YoY NEW(+$11.2M)