Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tairen Capital Ltd (CIK 1652062) reported $924.3M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MU ($88.3M, 9.55%), EWY ($71.2M, 7.71%), TSM ($55.0M, 5.95%), GOOGL ($42.6M, 4.61%), META ($38.7M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $88.3M | 9.55% | 261,307 | New |
| 2 | EWY | ISHARES INC | $71.2M | 7.71% | 579,200 | New |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.0M | 5.95% | 162,640 | Added |
| 4 | GOOGL | ALPHABET INC | $42.6M | 4.61% | 148,200 | Trimmed |
| 5 | META | META PLATFORMS INC | $38.7M | 4.18% | 67,560 | New |
| 6 | LITE | LUMENTUM HLDGS INC | $38.5M | 4.16% | 54,745 | Trimmed |
| 7 | INTC | INTEL CORP | $37.6M | 4.07% | 852,600 | Added |
| 8 | GLW | CORNING INC | $36.8M | 3.98% | 270,414 | New |
| 9 | HOOD | ROBINHOOD MKTS INC | $35.8M | 3.87% | 516,252 | Trimmed |
| 10 | SNDK | SANDISK CORP | $33.3M | 3.61% | 52,465 | Trimmed |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $32.6M | 3.53% | 160,400 | New |
| 12 | LIN | LINDE PLC | $30.2M | 3.27% | 60,900 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $29.9M | 3.24% | 140,039 | New |
| 14 | BKR | BAKER HUGHES COMPANY | $29.8M | 3.22% | 488,135 | New |
| 15 | AMAT | APPLIED MATLS INC | $29.7M | 3.21% | 86,800 | New |
| 16 | ASML | ASML HLDG NV | $27.7M | 3.00% | 21,000 | Added |
| 17 | DASH | DOORDASH INC | $27.2M | 2.95% | 181,440 | Added |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $23.2M | 2.51% | 185,000 | New |
| 19 | RBLX | ROBLOX CORP | $17.9M | 1.94% | 316,900 | Trimmed |
| 20 | ARM | ARM HOLDINGS PLC | $16.2M | 1.76% | 107,400 | New |
| 21 | MKSI | MKS INC. | $15.7M | 1.70% | 68,500 | New |
| 22 | TER | TERADYNE INC | $15.7M | 1.70% | 52,887 | Trimmed |
| 23 | SOLSTICE ADVANCED MATLS INC | $15.5M | 1.67% | 203,200 | Trimmed | |
| 24 | KEYS | KEYSIGHT TECHNOLOGIES INC | $14.2M | 1.53% | 50,200 | New |
| 25 | SLB | SLB LIMITED | $12.8M | 1.39% | 250,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31