Tairen Capital Ltd — Q2 2021 13F Holdings

Name: Tairen Capital Ltd — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001652062

Total reported value

$924.3M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PDD	Pdd Holdings INC	Stock-Consumer Disc	42.85%	-2.09%	EXIT
2	AMD	Advanced Micro Devices	Stock-Tech	17.96%	+3.53%	NEW
3	BNTX	Biontech Se-adr	Stock-Other	11.11%	—	—
4	ZTO	Zto Express Cayman Inc-adr	Stock-Other	5.77%	—	-46.21%
5	SE	Sea Ltd-adr	Stock-Comm Services	2.89%	-0.95%	EXIT
6	✓		Stock-Other	2.55%	—	—
7	✓	Cree INC	Stock-Other	2.39%	—	+236.22%
8	MSFT	Microsoft CORP	Stock-Tech	2.14%	—	+14.21%
9	SNOW	Snowflake INC	Stock-Tech	1.96%	—	-42.70%
10	AAPL	Apple INC	Stock-Tech	1.60%	—	—
11	CSCO	Cisco Systems INC	Stock-Tech	1.60%	—	-47.09%
12	ALGN	Align Technology INC	Stock-Healthcare	1.20%	—	—
13	JKS	Jinkosolar Holding Co-adr	Stock-Other	1.17%	—	—
14	SHOP	Shopify INC - Class A	Stock-Tech	1.00%	-1.73%	EXIT
15	TME	Tencent Music Entertainm-adr	Stock-Comm Services	0.91%	—	—
16	DASH	Doordash INC - A	Stock-Consumer Disc	0.70%	+1.99%	—
17	NVDA	Nvidia CORP	Stock-Tech	0.60%	-4.05%	+329.60%
18	KLIC	Kulicke & Soffa Industries	Stock-Tech	0.51%	—	—
19	HTHT	H World Group Ltd-adr	Stock-Other	0.41%	—	—
20	COIN	Coinbase Global INC -class A	Stock-Financials	0.16%	—	—
21	DOCU	Docusign INC	Stock-Tech	0.14%	—	—
22	META	Meta Platforms Inc-class A	Stock-Comm Services	0.11%	+4.18%	NEW
23	WDAY	Workday Inc-class A	Stock-Tech	0.08%	—	-97.60%
24	✓	Agfy	Stock-Other	0.08%	—	—
25	ASML	ASML Holding N.V.	Stock-Tech	0.07%	+1.17%	-76.92%
26	MRVL	Marvell Technology INC	Stock-Tech	0.07%	—	—

Position changes disclosed by Tairen Capital Ltd for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PDD	Pdd Holdings INC	—	EXIT	Sold out
2	JD	Jd.com Inc-adr	—	EXIT	Sold out
3	ZTO	Zto Express Cayman Inc-adr	—	EXIT	Sold out
4	EL	Estee Lauder Companies-cl A	—	EXIT	Sold out
5	AMAT	Applied Materials INC	—	EXIT	Sold out
6	DQ	Daqo New Energy Corp-adr	—	EXIT	Sold out
7	YSG	Yatsen Holding Limited	—	EXIT	Sold out
8	AVGO	Broadcom INC	—	EXIT	Sold out
9	WDAY	Workday Inc-class A	—	EXIT	Sold out
10	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
11	BIDU	Baidu INC - Spon Adr	—	EXIT	Sold out
12	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
13	AMZN	Amazon.com INC	—	EXIT	Sold out
14	SNOW	Snowflake INC	—	EXIT	Sold out
15	MU	Micron Technology INC	—	EXIT	Sold out
16	CSCO	Cisco Systems INC	—	EXIT	Sold out
17	GOTU	Gaotu Techedu INC	—	EXIT	Sold out
18	✓	Hh&l Acquisition Co	—	EXIT	Sold out
19	MRVL	Marvell Technology, Inc.	—	EXIT	Sold out
20	MSFT	Microsoft CORP	—	EXIT	Sold out
21	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
22	GOOS	Canada Goose Holdings INC	—	EXIT	Sold out
23	META	Meta Platforms Inc-class A	—	EXIT	Sold out
24	WDC	Western Digital CORP	—	EXIT	Sold out
25	LRCXEUR	Lam Research CORP	—	EXIT	Sold out
26	✓	Cree INC	—	EXIT	Sold out
27	CSIQ	Canadian Solar INC	—	EXIT	Sold out
28	ASML	ASML Holding N.V.	—	EXIT	Sold out
29	KLAC	Kla CORP	—	EXIT	Sold out
30	NVDA	Nvidia CORP	—	EXIT	Sold out
31	MCHP	Microchip Technology INC	—	EXIT	Sold out