Titelia

Holdings of Tairen Capital Ltd

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Net assets
-
Positions
41 in 6 countries
Top ten
54.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Micron Technology Inc 261,30788.3M $
2iShares MSCI South Korea ETF 579,20071.2M $
3Taiwan Semiconductor Manufacturing Co Ltd 162,64055M $
4Alphabet Inc 148,20042.6M $
5Meta Platforms Inc 67,56038.7M $
6Lumentum Holdings Inc 54,74538.5M $
7Intel Corp 852,60037.6M $
8Corning Inc 270,41436.8M $
9Robinhood Markets Inc 516,25235.8M $
10Sandisk Corp/DE 52,46533.3M $
11Advanced Micro Devices Inc 160,40032.6M $
12Lam Research Corp 140,03929.9M $
13Baker Hughes Co 488,13529.8M $
14Applied Materials Inc 86,80029.7M $
15ASML Holding NV 21,00027.7M $
16DoorDash Inc 181,44027.2M $
17Alibaba Group Holding Ltd 185,00023.2M $
18ROBLOX Corp 316,90017.9M $
19ARM Holdings PLC 107,40016.2M $
20MKS Inc 68,50015.7M $
21Teradyne Inc 52,88715.7M $
22Solstice Advanced Materials Inc 203,20015.5M $
23Keysight Technologies Inc 50,20014.2M $
24Coherent Corp 50,00011.9M $
25Westinghouse Air Brake Technologies Corp 41,79410.4M $
26Rambus Inc 120,00010.3M $
27Trip.com Group Ltd 187,5009.3M $
28New Oriental Education & Technology Group Inc 155,3008.8M $
29Halliburton Co 200,0007.8M $
30Parker-Hannifin Corp 8,4007.5M $
31NVIDIA Corp 41,5007.2M $
32Snap Inc 1,570,0007.2M $
33Unity Software Inc 328,8657.2M $
34Root Inc/OH 160,7987.1M $
35Nasdaq Inc 57,0004.8M $
36Advanced Energy Industries Inc 10,4563.4M $
37Fair Isaac Corp 3,0003.2M $
38Entegris Inc 10,0001.2M $
39Alphabet Inc 800229.5K $
40Vnet Group Inc 10,90091.5K $
41DingDong Cayman Ltd 33,00084.8K $

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Sector breakdown

  • Technology 50.5 %
  • Communication 11.3 %
  • Consumer discretionary 5.7 %
  • Financials 4.6 %
  • Industrials 2.4 %
  • Energy 0.9 %
  • Unattributed 24.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 86.7 %
  • Taiwan 6.2 %
  • Netherlands 3.1 %
  • United Kingdom 1.8 %
  • Singapore 1.1 %
  • Cayman Islands 1.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States36764M $86.71 %
2Taiwan155M $6.24 %
3Netherlands127.7M $3.15 %
4United Kingdom116.2M $1.84 %
5Singapore19.3M $1.06 %
6Cayman Islands18.8M $1.00 %
Cite this page

Titelia. "Holdings of Tairen Capital Ltd". https://titelia.com/en/funds/US13F1652062