§ 13F · FUND PROFILE
Tairen Capital Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $979M (13F)Positions · 68Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$470M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 261K | $88M | 9.6% | NEW |
| 2 | EWY | ISHARES INC | 579K | $71M | 7.7% | NEW |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 163K | $55M | 5.9% | +2383% |
| 4 | GOOGL | ALPHABET INC | 148K | $43M | 4.6% | −56% |
| 5 | META | META PLATFORMS INC | 68K | $39M | 4.2% | NEW |
| 6 | LITE | LUMENTUM HLDGS INC | 55K | $38M | 4.2% | −49% |
| 7 | INTC | INTEL CORP | 853K | $38M | 4.1% | +27% |
| 8 | GLW | CORNING INC | 270K | $37M | 4.0% | NEW |
| 9 | HOOD | ROBINHOOD MKTS INC | 516K | $36M | 3.9% | −2% |
| 10 | SNDK | SANDISK CORP | 52K | $33M | 3.6% | −63% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAIREN SIGNAL
AC read
Tairen Capital Ltd is a Other fund managing $979 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed