§ 13F · FUND PROFILE
Tairen Capital Ltd.
AUM · $1.1B (13F)Positions · 44Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$395M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 453K | $216M | 19.1% | +178% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 171K | $99M | 8.8% | +7% |
| 3 | LITE | LUMENTUM HLDGS INC | 107K | $92M | 8.1% | +95% |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 289K | $86M | 7.6% | NEW |
| 5 | GLW | CORNING INC | 294K | $75M | 6.6% | +9% |
| 6 | INTC | INTEL CORP | 469K | $66M | 5.8% | −45% |
| 7 | QCOM | QUALCOMM INC | 304K | $56M | 5.0% | NEW |
| 8 | CVX | CHEVRON CORPORATION | 317K | $53M | 4.6% | NEW |
| 9 | HOOD | ROBINHOOD MKTS INC | 513K | $51M | 4.5% | −1% |
| 10 | CLS | CELESTICA INC | 108K | $39M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAIREN SIGNAL
AC read
Tairen Capital Ltd is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 44 positions.
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