Tairen Capital Ltd
CIK 1652062
13F filing for Q2 2026・No. 2,377
- Holdings
- US$1.13B
- Quarter change
- +US$207.72M
- Entries
- 44
- Net bought (estimate)
- −US$66.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 24
- Cut 10
- Added 7
- Corporate actions 0
- Unchanged 3
Largest holdings
44 stocks worth US$1.13B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Added | 452,800 | US$216.24M | 19.10% |
| AMDAMDCOM | Added | 171,100 | US$99.39M | 8.78% |
| LITELUMENTUM HLDGS INCCOM | Added | 106,960 | US$91.78M | 8.11% |
| MRVLMARVELL TECHNOLOGY INCCOM | New | 288,880 | US$86.05M | 7.60% |
| GLWCORNING INCCOM | Added | 294,169 | US$75.14M | 6.64% |
| INTCINTEL CORPCOM | AddedSplit 1:2 | 469,340 | US$65.53M | 5.79% |
| QCOMQUALCOMM INCCOM | New | 303,691 | US$56.12M | 4.96% |
| CVXCHEVRON CORPORATIONCOM | New | 317,400 | US$52.61M | 4.65% |
| HOODROBINHOOD MKTS INCCOM CL A | Cut | 512,952 | US$51.44M | 4.54% |
| CLSCELESTICA INCCOM | New | 108,000 | US$39.4M | 3.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.