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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Elastic N.V.

ESTC|N14506104

Shares:120.6K

Value:$10.7M

% of Portfolio:0.7% ($10.7M/$1.5B)

852234103

Shares:188.3K

Value:$10.2M

% of Portfolio:0.7% ($10.2M/$1.5B)

Li Auto Inc.

LI|50202M102

Shares:399.9K

Value:$10.1M

% of Portfolio:0.7% ($10.1M/$1.5B)

H World Group Ltd

HTHT|44332N106

Shares:270.0K

Value:$10.0M

% of Portfolio:0.7% ($10.0M/$1.5B)

Ferrari N.V.

RACE|N3167Y103

Shares:22.2K

Value:$9.5M

% of Portfolio:0.6% ($9.5M/$1.5B)

Unity Software Inc.

U|91332U101

Shares:479.0K

Value:$9.4M

% of Portfolio:0.6% ($9.4M/$1.5B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:70.5K

Value:$9.3M

% of Portfolio:0.6% ($9.3M/$1.5B)

NetEase, Inc.

NTES|64110W102

Shares:87.6K

Value:$9.0M

% of Portfolio:0.6% ($9.0M/$1.5B)

233051879

Shares:328.9K

Value:$8.7M

% of Portfolio:0.6% ($8.7M/$1.5B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:23.8K

Value:$8.7M

% of Portfolio:0.6% ($8.7M/$1.5B)

Root, Inc.

ROOT|77664L207

Shares:57.0K

Value:$7.6M

% of Portfolio:0.5% ($7.6M/$1.5B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:744.9K

Value:$7.4M

% of Portfolio:0.5% ($7.4M/$1.5B)

Howmet Aerospace Inc.

HWM|443201108

Shares:55.7K

Value:$7.2M

% of Portfolio:0.5% ($7.2M/$1.5B)

MORGAN STANLEY

MS|617446448

Shares:60.9K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.5B)

BILL Holdings, Inc.

BILL|090043100

Shares:154.0K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.5B)

SHOPIFY INC.

SHOP|82509L107

Shares:72.2K

Value:$6.9M

% of Portfolio:0.5% ($6.9M/$1.5B)

Wix.com Ltd.

WIX|M98068105

Shares:41.0K

Value:$6.7M

% of Portfolio:0.4% ($6.7M/$1.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:8.2K

Value:$6.5M

% of Portfolio:0.4% ($6.5M/$1.5B)

Birkenstock Holding plc

BIRK|M2029K104

Shares:140.0K

Value:$6.4M

% of Portfolio:0.4% ($6.4M/$1.5B)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:140.0K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elastic N.V.(ESTCcusipN14506104)	120.6K	QoQ +201.50% (+80.6K) YoY NEW(+120.6K)	All Managers (Combined)	$10.7M	0.7% ($10.7M/$1.5B)	QoQ +171.13% (+$6.8M) YoY NEW(+$10.7M)
(cusip852234103)✕	188.3K	QoQ +827.58% (+168.0K) YoY NEW(+188.3K)	All Managers (Combined)	$10.2M	0.7% ($10.2M/$1.5B)	QoQ +492.96% (+$8.5M) YoY NEW(+$10.2M)
Li Auto Inc.(LIcusip50202M102)	399.9K	QoQ +13.72% (+48.3K) YoY NEW(+399.9K)	All Managers (Combined)	$10.1M	0.7% ($10.1M/$1.5B)	QoQ +19.46% (+$1.6M) YoY NEW(+$10.1M)
H World Group Ltd(HTHTcusip44332N106)	270.0K	QoQ NEW(+270.0K) YoY NEW(+270.0K)	All Managers (Combined)	$10.0M	0.7% ($10.0M/$1.5B)	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
Ferrari N.V.(RACEcusipN3167Y103)	22.2K	QoQ NEW(+22.2K) YoY NEW(+22.2K)	All Managers (Combined)	$9.5M	0.6% ($9.5M/$1.5B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
Unity Software Inc.(Ucusip91332U101)	479.0K	QoQ +858.00% (+429.0K) YoY +239.17% (+337.8K)	All Managers (Combined)	$9.4M	0.6% ($9.4M/$1.5B)	QoQ +735.21% (+$8.3M) YoY +148.85% (+$5.6M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	70.5K	QoQ +8.46% (+5.5K) YoY NEW(+70.5K)	All Managers (Combined)	$9.3M	0.6% ($9.3M/$1.5B)	QoQ +69.14% (+$3.8M) YoY NEW(+$9.3M)
NetEase, Inc.(NTEScusip64110W102)	87.6K	QoQ NEW(+87.6K) YoY -89.47% (-745.4K)	All Managers (Combined)	$9.0M	0.6% ($9.0M/$1.5B)	QoQ NEW(+$9.0M) YoY -89.53% (-$77.2M)
(cusip233051879)✕	328.9K	QoQ NEW(+328.9K) YoY NEW(+328.9K)	All Managers (Combined)	$8.7M	0.6% ($8.7M/$1.5B)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	23.8K	QoQ NEW(+23.8K) YoY NEW(+23.8K)	All Managers (Combined)	$8.7M	0.6% ($8.7M/$1.5B)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
Root, Inc.(ROOTcusip77664L207)	57.0K	QoQ NEW(+57.0K) YoY NEW(+57.0K)	All Managers (Combined)	$7.6M	0.5% ($7.6M/$1.5B)	QoQ NEW(+$7.6M) YoY NEW(+$7.6M)
ZoomInfo Technologies Inc.(GTMcusip98980F104)	744.9K	QoQ +365.59% (+584.9K) YoY NEW(+744.9K)	All Managers (Combined)	$7.4M	0.5% ($7.4M/$1.5B)	QoQ +342.99% (+$5.8M) YoY NEW(+$7.4M)
Howmet Aerospace Inc.(HWMcusip443201108)	55.7K	QoQ NEW(+55.7K) YoY NEW(+55.7K)	All Managers (Combined)	$7.2M	0.5% ($7.2M/$1.5B)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
MORGAN STANLEY(MScusip617446448)	60.9K	QoQ NEW(+60.9K) YoY NEW(+60.9K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.5B)	QoQ NEW(+$7.1M) YoY NEW(+$7.1M)
BILL Holdings, Inc.(BILLcusip090043100)	154.0K	QoQ +68.30% (-62.5K) YoY NEW(+154.0K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.5B)	QoQ -8.82% (-$683.9K) YoY NEW(+$7.1M)
SHOPIFY INC.(SHOPcusip82509L107)	72.2K	QoQ NEW(+72.2K) YoY -45.48% (-60.3K)	All Managers (Combined)	$6.9M	0.5% ($6.9M/$1.5B)	QoQ NEW(+$6.9M) YoY -32.55% (-$3.3M)
Wix.com Ltd.(WIXcusipM98068105)	41.0K	QoQ +265.83% (+29.8K) YoY +309.74% (+31.0K)	All Managers (Combined)	$6.7M	0.4% ($6.7M/$1.5B)	QoQ +178.58% (+$4.3M) YoY +386.93% (+$5.3M)
ServiceNow, Inc.(NOWcusip81762P102)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$6.5M	0.4% ($6.5M/$1.5B)	QoQ NEW(+$6.5M) YoY NEW(+$6.5M)
Birkenstock Holding plc(BIRKcusipM2029K104)	140.0K	QoQ +600.00% (+120.0K) YoY NEW(+140.0K)	All Managers (Combined)	$6.4M	0.4% ($6.4M/$1.5B)	QoQ +466.44% (+$5.3M) YoY NEW(+$6.4M)
Affirm Holdings, Inc.(AFRMcusip00827B106)	140.0K	QoQ NEW(+140.0K) YoY NEW(+140.0K)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.5B)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)