Tairen Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tairen Capital LTD disclosed 44 US equity positions worth $924.3m in its Q1 2026 13F filing. The largest position was MU at 9.6% of the reported book, followed by EWY and TSM.
What did Tairen Capital LTD own in Q1 2026? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MU MICRON TECHNOLOGY INC | Technology | 9.6% | $88.3m | 261,307 | – | |
| 2 | EWY ISHARES INC | 7.7% | $71.2m | 579,200 | – | ||
| 3 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5.9% | $55.0m | 162,640 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 4.6% | $42.6m | 148,200 | – | |
| 5 | META META PLATFORMS INC | Communication Services | 4.2% | $38.7m | 67,560 | – | |
| 6 | LITE LUMENTUM HLDGS INC | Technology | 4.2% | $38.5m | 54,745 | – | |
| 7 | INTC INTEL CORP | Technology | 4.1% | $37.6m | 852,600 | – | |
| 8 | GLW CORNING INC | Technology | 4.0% | $36.8m | 270,414 | – | |
| 9 | HOOD ROBINHOOD MKTS INC | Financial Services | 3.9% | $35.8m | 516,252 | – | |
| 10 | SNDK SANDISK CORP | Technology | 3.6% | $33.3m | 52,465 | – | |
| 11 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.5% | $32.6m | 160,400 | – | |
| 12 | LIN LINDE PLC | Basic Materials | 3.3% | $30.2m | 60,900 | – | |
| 13 | LRCX LAM RESEARCH CORP | Technology | 3.2% | $29.9m | 140,039 | – | |
| 14 | BKR BAKER HUGHES COMPANY | Energy | 3.2% | $29.8m | 488,135 | – | |
| 15 | AMAT APPLIED MATLS INC | Technology | 3.2% | $29.7m | 86,800 | – | |
| 16 | ASML ASML HLDG NV | Technology | 3.0% | $27.7m | 21,000 | – | |
| 17 | DASH DOORDASH INC | Consumer Cyclical | 2.9% | $27.2m | 181,440 | – | |
| 18 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.5% | $23.2m | 185,000 | – | |
| 19 | RBLX ROBLOX CORP | Communication Services | 1.9% | $17.9m | 316,900 | – | |
| 20 | ARM ARM HOLDINGS PLC | Technology | 1.8% | $16.2m | 107,400 | – | |
| 21 | MKSI MKS INC. | Technology | 1.7% | $15.7m | 68,500 | – | |
| 22 | TER TERADYNE INC | Technology | 1.7% | $15.7m | 52,887 | – | |
| 23 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 1.7% | $15.5m | 203,200 | – | |
| 24 | KEYS KEYSIGHT TECHNOLOGIES INC | Technology | 1.5% | $14.2m | 50,200 | – | |
| 25 | SLB SLB LIMITED | Energy | 1.4% | $12.8m | 250,000 | – | |
| 26 | COHR COHERENT CORP | Technology | 1.3% | $11.9m | 50,000 | – | |
| 27 | WAB WABTEC | Industrials | 1.1% | $10.4m | 41,794 | – | |
| 28 | RMBS RAMBUS INC DEL | Technology | 1.1% | $10.3m | 120,000 | – | |
| 29 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.0% | $9.3m | 187,500 | – | |
| 30 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.0% | $8.8m | 155,300 | – | |
| 31 | HAL HALLIBURTON CO | Energy | 0.8% | $7.8m | 200,000 | – | |
| 32 | PH PARKER-HANNIFIN CORP | Industrials | 0.8% | $7.5m | 8,400 | – | |
| 33 | NVDA NVIDIA CORPORATION | Technology | 0.8% | $7.2m | 41,500 | – | |
| 34 | SNAP SNAP INC | Communication Services | 0.8% | $7.2m | 1,570,000 | – | |
| 35 | U UNITY SOFTWARE INC | Technology | 0.8% | $7.2m | 328,865 | – | |
| 36 | ROOT ROOT INC | Financial Services | 0.8% | $7.1m | 160,798 | – | |
| 37 | NDAQ NASDAQ INC | Financial Services | 0.5% | $4.8m | 57,000 | – | |
| 38 | AEIS ADVANCED ENERGY INDS | Industrials | 0.4% | $3.4m | 10,456 | – | |
| 39 | FICO FAIR ISAAC CORP | Technology | 0.3% | $3.2m | 3,000 | – | |
| 40 | ENTG ENTEGRIS INC | Technology | 0.1% | $1.2m | 10,000 | – | |
| 41 | GOOG ALPHABET INC | Communication Services | 0.0% | $229.5k | 800 | – | |
| 42 | FTAI AVIATION LTD | 0.0% | $203.3k | 830 | – | ||
| 43 | VNET VNET GROUP INC | Technology | 0.0% | $91.5k | 10,900 | – | |
| 44 | DDL DINGDONG CAYMAN LTD | 0.0% | $84.8k | 33,000 | – |
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.