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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Autodesk, Inc.

ADSK|052769106

Shares:21.4K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.5B)

MINISO Group Holding Ltd

MNSO|66981J102

Shares:298.2K

Value:$5.5M

% of Portfolio:0.4% ($5.5M/$1.5B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:30.0K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$1.5B)

ANSYS INC

ANSS|03662Q105

Shares:15.3K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:1.0K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.5B)

HUBSPOT INC

HUBS|443573100

Shares:7.9K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.5B)

Arista Networks, Inc.

ANET|040413205

Shares:57.5K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.5B)

monday.com Ltd.

MNDY|M7S64H106

Shares:17.8K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.5B)

Tempus AI, Inc.

TEM|88023B103

Shares:79.2K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.5B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:20.0K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$1.5B)

SYNOPSYS INC

SNPS|871607107

Shares:8.0K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.5B)

Airbnb, Inc.

ABNB|009066101

Shares:28.7K

Value:$3.4M

% of Portfolio:0.2% ($3.4M/$1.5B)

PFIZER INC

PFE|717081103

Shares:130.0K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$1.5B)

Nu Holdings Ltd.

NU|G6683N103

Shares:278.7K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.5B)

CELESTICA INC

CLS|15101Q207

Shares:30.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.5B)

Global-E Online Ltd.

GLBE|M5216V106

Shares:60.0K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.5B)

Confluent, Inc.

CFLT|20717M103

Shares:80.0K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$1.5B)

25460G112

Shares:54.3K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.5B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:5.0K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.5B)

78468R663

Shares:11.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Autodesk, Inc.(ADSKcusip052769106)	21.4K	QoQ -16.40% (-4.2K) YoY NEW(+21.4K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.5B)	QoQ -25.95% (-$2.0M) YoY NEW(+$5.6M)
MINISO Group Holding Ltd(MNSOcusip66981J102)	298.2K	QoQ +36.66% (+80.0K) YoY NEW(+298.2K)	All Managers (Combined)	$5.5M	0.4% ($5.5M/$1.5B)	QoQ +5.77% (+$301.1K) YoY NEW(+$5.5M)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$5.3M	0.3% ($5.3M/$1.5B)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
ANSYS INC(ANSScusip03662Q105)	15.3K	QoQ 0.00% (-0) YoY -94.21% (-248.4K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.5B)	QoQ -6.15% (-$316.8K) YoY -94.72% (-$86.7M)
Booking Holdings Inc.(BKNGcusip09857L108)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.5B)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
HUBSPOT INC(HUBScusip443573100)	7.9K	QoQ +953.33% (+7.2K) YoY +295.00% (+5.9K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.5B)	QoQ +763.63% (+$4.0M) YoY +260.15% (+$3.3M)
Arista Networks, Inc.(ANETcusip040413205)	57.5K	QoQ NEW(+57.5K) YoY NEW(+57.5K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.5B)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
monday.com Ltd.(MNDYcusipM7S64H106)	17.8K	QoQ -8.24% (-1.6K) YoY +408.57% (+14.3K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.5B)	QoQ -5.23% (-$239.3K) YoY +447.50% (+$3.5M)
Tempus AI, Inc.(TEMcusip88023B103)	79.2K	QoQ NEW(+79.2K) YoY NEW(+79.2K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.5B)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Guidewire Software, Inc.(GWREcusip40171V100)	20.0K	QoQ +8.69% (+1.6K) YoY NEW(+20.0K)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$1.5B)	QoQ +20.80% (+$645.3K) YoY NEW(+$3.7M)
SYNOPSYS INC(SNPScusip871607107)	8.0K	QoQ 0.00% (-0) YoY -76.30% (-25.8K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.5B)	QoQ -11.64% (-$452.1K) YoY -82.22% (-$15.9M)
Airbnb, Inc.(ABNBcusip009066101)	28.7K	QoQ -76.08% (-91.3K) YoY +474.00% (+23.7K)	All Managers (Combined)	$3.4M	0.2% ($3.4M/$1.5B)	QoQ -78.25% (-$12.3M) YoY +315.67% (+$2.6M)
PFIZER INC(PFEcusip717081103)	130.0K	QoQ 0.00% (-0) YoY NEW(+130.0K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$1.5B)	QoQ -4.48% (-$154.7K) YoY NEW(+$3.3M)
Nu Holdings Ltd.(NUcusipG6683N103)	278.7K	QoQ NEW(+278.7K) YoY NEW(+278.7K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.5B)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
CELESTICA INC(CLScusip15101Q207)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.5B)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Global-E Online Ltd.(GLBEcusipM5216V106)	60.0K	QoQ NEW(+60.0K) YoY NEW(+60.0K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.5B)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Confluent, Inc.(CFLTcusip20717M103)	80.0K	QoQ +9.89% (-7.2K) YoY NEW(+80.0K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$1.5B)	QoQ -7.87% (-$160.2K) YoY NEW(+$1.9M)
(cusip25460G112)✕	54.3K	QoQ NEW(+54.3K) YoY NEW(+54.3K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.5B)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.5B)	QoQ -15.35% (-$230.7K) YoY NEW(+$1.3M)
(cusip78468R663)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.5B)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)