Tairen Capital Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Tairen Capital Ltd disclosed 59 US equity positions worth $2.8bn in its Q3 2024 13F filing. The largest position was PDD at 23.6% of the reported book, followed by GOOGL and NVDA.
What did Tairen Capital Ltd own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PDD PDD HOLDINGS INC | Consumer Cyclical | 23.6% | $665.1m | 5,515,377 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 15.1% | $427.7m | 2,499,388 | – | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 13.5% | $380.6m | 2,866,614 | – | |
| 4 | GOOG ALPHABET INC | Communication Services | 13.2% | $371.5m | 2,151,341 | – | |
| 5 | META META PLATFORMS INC | Communication Services | 6.8% | $192.9m | 339,930 | – | |
| 6 | TSLA TESLA INC | Consumer Cyclical | 5.8% | $163.8m | 655,488 | – | |
| 7 | ANET ARISTA NETWORKS INC | Technology | 4.2% | $119.6m | 309,399 | – | |
| 8 | NFLX NETFLIX INC | Communication Services | 4.1% | $116.5m | 154,056 | – | |
| 9 | FUTU FUTU HLDGS LTD | Financial Services | 1.9% | $53.8m | 565,976 | – | |
| 10 | ADBE ADOBE INC | Technology | 1.5% | $41.8m | 87,500 | – | |
| 11 | SNOW SNOWFLAKE INC | Technology | 1.4% | $38.2m | 333,100 | – | |
| 12 | BA BOEING CO | Industrials | 1.3% | $36.0m | 241,000 | – | |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.8% | $22.8m | 119,614 | – | |
| 14 | ABNB AIRBNB INC | Consumer Cyclical | 0.8% | $22.0m | 163,400 | – | |
| 15 | INTU INTUIT | Technology | 0.8% | $21.4m | 35,000 | – | |
| 16 | VEEV VEEVA SYS INC | Healthcare | 0.7% | $19.4m | 93,000 | – | |
| 17 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.6% | $17.3m | 45,000 | – | |
| 18 | NOW SERVICENOW INC | Technology | 0.6% | $16.7m | 17,900 | – | |
| 19 | ENPH ENPHASE ENERGY INC | Technology | 0.3% | $8.5m | 102,871 | – | |
| 20 | NET CLOUDFLARE INC | Technology | 0.2% | $5.8m | 66,000 | – | |
| 21 | PGR PROGRESSIVE CORP | Financial Services | 0.2% | $5.7m | 23,400 | – | |
| 22 | CRM SALESFORCE INC | Technology | 0.2% | $5.5m | 19,000 | – | |
| 23 | EL LAUDER ESTEE COS INC | Consumer Defensive | 0.2% | $5.4m | 77,800 | – | |
| 24 | BILL BILL HOLDINGS INC | Technology | 0.2% | $4.7m | 80,473 | – | |
| 25 | UBER UBER TECHNOLOGIES INC | Technology | 0.2% | $4.7m | 65,000 | – | |
| 26 | TWLO TWILIO INC | Technology | 0.2% | $4.5m | 55,900 | – | |
| 27 | DDOG DATADOG INC | Technology | 0.1% | $4.1m | 32,900 | – | |
| 28 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.1% | $4.0m | 170,000 | – | |
| 29 | ELF E L F BEAUTY INC | Consumer Defensive | 0.1% | $3.7m | 35,000 | – | |
| 30 | PFE PFIZER INC | Healthcare | 0.1% | $3.7m | 130,000 | – | |
| 31 | SNAP SNAP INC | Communication Services | 0.1% | $3.6m | 300,000 | – | |
| 32 | BZ KANZHUN LIMITED | Communication Services | 0.1% | $2.9m | 200,000 | – | |
| 33 | XYZ BLOCK INC | Technology | 0.1% | $2.5m | 35,000 | – | |
| 34 | BEKE KE HLDGS INC | Real Estate | 0.1% | $2.4m | 108,200 | – | |
| 35 | CHWY CHEWY INC | Consumer Cyclical | 0.1% | $2.3m | 85,000 | – | |
| 36 | FSLR FIRST SOLAR INC | Technology | 0.1% | $1.9m | 10,000 | – | |
| 37 | MNDY MONDAY COM LTD | Technology | 0.1% | $1.9m | 6,500 | – | |
| 38 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 0.1% | $1.5m | 41,851 | – | |
| 39 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.1% | $1.5m | 15,000 | – | |
| 40 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 0.0% | $1.4m | 70,000 | – | |
| 41 | 8QR CONFLUENT INC | 0.0% | $1.3m | 50,000 | – | ||
| 42 | DECK DECKERS OUTDOOR CORP | Consumer Cyclical | 0.0% | $1.3m | 8,000 | – | |
| 43 | ESTC ELASTIC N V | Technology | 0.0% | $1.1m | 14,000 | – | |
| 44 | HUBS HUBSPOT INC | Technology | 0.0% | $1.1m | 2,000 | – | |
| 45 | OKTA OKTA INC | Technology | 0.0% | $1.1m | 15,000 | – | |
| 46 | DT DYNATRACE INC | Technology | 0.0% | $1.1m | 20,000 | – | |
| 47 | ETSY ETSY INC | Consumer Cyclical | 0.0% | $1.0m | 20,000 | – | |
| 48 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.0% | $884.0k | 80,000 | – | |
| 49 | LITE LUMENTUM HLDGS INC | Technology | 0.0% | $760.1k | 11,900 | – | |
| 50 | S SENTINELONE INC | Technology | 0.0% | $670.5k | 26,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.