Tairen Capital Ltd [Rocket]

Holdings

Tairen Capital Ltd

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Meta Platforms, Inc.	FB	Common	979,437	749,929	281,078,830,000	232,436,904,000	8.85		Hist	06/30/2023
Marvell Technology, Inc.	MRVL	COMMON STOCK	3,941,159	3,941,159	235,602,485,000	235,602,485,000	7.41	0.46	Hist	06/30/2023
Broadcom Ltd	AVGO	COM	257,366	257,366	223,246,989,000	223,246,989,000	7.03		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	506,947	375,728	214,448,720,000	178,000,018,000	6.75	0.02	Hist	06/30/2023
ORACLE CORP	ORCL	Common	1,735,003	1,735,003	206,621,507,000	206,621,507,000	6.50	0.06	Hist	06/30/2023
MongoDB, Inc.	MDB	COM	500,453	493,651	205,681,178,000	204,095,496,000	6.47		Hist	06/30/2023
PDD Holdings Inc.	PDD	SPONSORED ADS	2,553,749	554,168	176,566,206,000	24,798,008,000	5.56		Hist	06/30/2023
COHERENT CORP.	COHR	Stock	3,328,940	3,328,940	169,709,361,000	169,709,361,000	5.34	2.39	Hist	06/30/2023
MONOLITHIC POWER SYSTEMS INC	MPWR	Common	295,819	295,819	159,810,298,000	159,810,298,000	5.03	0.62	Hist	06/30/2023
Tesla, Inc.	TSLA	COM	590,000	525,800	154,444,300,000	141,125,368,000	4.86		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	441,244	256,597	150,261,232,000	97,027,502,000	4.73	0.01	Hist	06/30/2023
Apple Inc.	AAPL	Common	663,500	663,500	128,699,095,000	128,699,095,000	4.05		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	1,045,097	1,045,097	125,098,111,000	125,098,111,000	3.94		Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	1,060,411	823,848	120,791,417,000	97,605,877,000	3.80	0.07	Hist	06/30/2023
Palo Alto Networks Inc	PANW	COM	472,019	310,518	120,605,575,000	88,347,365,000	3.80	0.15	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	944,651	944,651	114,274,431,000	114,274,431,000	3.60		Hist	06/30/2023
DAQO NEW ENERGY CORP.	DQ	Common	1,857,871	713,418	73,757,479,000	20,151,300,000	2.32		Hist	06/30/2023
Snowflake Inc.	SNOW	Common	376,555	355,106	66,266,149,000	62,956,783,000	2.09		Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	SPONSORED ADS	485,671	485,671	49,013,917,000	49,013,917,000	1.54		Hist	06/30/2023
MACOM Technology Solutions Holdings, Inc.	MTSI	COM	731,102	731,102	47,909,114,000	47,909,114,000	1.51	1.03	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	362,029	347,029	47,194,100,000	45,644,750,000	1.49		Hist	06/30/2023
Credo Technology Group Holding Ltd	CRDO	COM	1,305,100	1,305,100	22,630,434,000	22,630,434,000	0.71	0.88	Hist	06/30/2023
ADOBE INC.	ADBE	Common	37,952	-14,210	18,558,148,000	-1,543,522,000	0.58	0.01	Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	27,496	27,496	17,676,079,000	17,676,079,000	0.56	0.02	Hist	06/30/2023
Okta, Inc.	OKTA	CL A	168,052	-138,787	11,654,406,000	-14,807,389,000	0.37		Hist	06/30/2023
Unity Software Inc.	U	COM	237,556	237,556	10,314,682,000	10,314,682,000	0.32	0.06	Hist	06/30/2023
WESTERN DIGITAL CORP	WDC	Common	212,443	212,443	8,057,963,000	8,057,963,000	0.25	0.07	Hist	06/30/2023
Workday, Inc.	WDAY	Common	30,509	10,787	6,891,678,000	2,818,296,000	0.22		Hist	06/30/2023
Zscaler, Inc.	ZS	COM	20,391	166	2,983,203,000	620,316,000	0.09	0.01	Hist	06/30/2023
TERADATA CORP /DE/	TDC	Common	53,489	47,450	2,856,847,000	2,613,596,000	0.09	0.05	Hist	06/30/2023
Block, Inc.	SQ	Common	34,000	-66,351	2,263,380,000	-4,625,716,000	0.07		Hist	06/30/2023
Dynatrace, Inc.	DT	COM	34,322	10,213	1,766,553,000	746,742,000	0.06	0.01	Hist	06/30/2023
Trip.com Group Ltd	CTRP	Common	13,750	-1,893,256	481,250,000	-71,355,666,000	0.02	0.00	Hist	06/30/2023
NEW RELIC, INC.	NEWR	COM	3,302	3,302	216,083,000	216,083,000	0.01	0.00	Hist	06/30/2023
TAL Education Group	TAL	SPONSORED ADS	0	-1,132,528	0	-7,259,504,000	0.00	0.00	Hist	06/30/2023
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