Tairen Capital Ltd: 13F holdings
CIK 16520622026Q2
| Positions | 44 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 44 (+0 vs prior quarter) |
|---|
| Reported value | $1.1bn (+22.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 452,800 | $216.2m | 19.1% |
| AMD ADVANCED MICRO DEVICES INC | 171,100 | $99.4m | 8.8% |
| LITE LUMENTUM HLDGS INC | 106,960 | $91.8m | 8.1% |
| MRVL MARVELL TECHNOLOGY INC | 288,880 | $86.1m | 7.6% |
| GLW CORNING INC | 294,169 | $75.1m | 6.6% |
| INTC INTEL CORP | 469,340 | $65.5m | 5.8% |
| QCOM QUALCOMM INC | 303,691 | $56.1m | 5.0% |
| CVX CHEVRON CORPORATION | 317,400 | $52.6m | 4.6% |
| HOOD ROBINHOOD MKTS INC | 512,952 | $51.4m | 4.5% |
| CLS CELESTICA INC | 108,000 | $39.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1652062")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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