# Tairen Capital Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1652062. Source: https://holderbook.com/funds/1652062-tairen-capital-ltd/

- Reported value: $1.1B
- Positions: 44
- Weight of the ten largest: 73.6%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $216.2M | 452,800 | 19.1% | 6 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $99.4M | 171,100 | 8.8% | 2 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $91.8M | 106,960 | 8.1% | 4 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $86.1M | 288,880 | 7.6% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $75.1M | 294,169 | 6.6% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $65.5M | 469,340 | 5.8% | 8 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $56.1M | 303,691 | 5.0% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $52.6M | 317,400 | 4.6% | 1 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $51.4M | 512,952 | 4.5% | 8 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $39.4M | 108,000 | 3.5% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $37.5M | 99,160 | 3.3% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $36.7M | 31,805 | 3.2% | 2 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $32.4M | 583,995 | 2.9% | 2 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $17.0M | 34,720 | 1.5% | 1 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $16.1M | 1,215,920 | 1.4% | 1 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $15.5M | 32,000 | 1.4% | 4 |
| X-ENERGY INC | [XE](https://holderbook.com/stocks/XE/) | $11.7M | 636,000 | 1.0% | 1 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $11.6M | 250,000 | 1.0% | 2 |
| TRIP COM GROUP LTD | [TCOM](https://holderbook.com/stocks/TCOM/) | $10.9M | 274,227 | 1.0% | 7 |
| AXT INC | [AXTI](https://holderbook.com/stocks/AXTI/) | $10.1M | 140,000 | 0.9% | 1 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $9.3M | 12,500 | 0.8% | 1 |
| ROOT INC | [ROOT](https://holderbook.com/stocks/ROOT/) | $9.0M | 160,798 | 0.8% | 6 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $8.4M | 88,000 | 0.7% | 2 |
| KULICKE & SOFFA INDS INC | [KLIC](https://holderbook.com/stocks/KLIC/) | $8.4M | 62,786 | 0.7% | 1 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $7.8M | 40,000 | 0.7% | 1 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $7.0M | 238,300 | 0.6% | 1 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $6.6M | 17,500 | 0.6% | 1 |
| INNIO NV | [INIO](https://holderbook.com/stocks/INIO/) | $6.3M | 159,132 | 0.6% | 1 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $6.0M | 37,100 | 0.5% | 1 |
| POET TECHNOLOGIES INC | [POET](https://holderbook.com/stocks/POET/) | $5.6M | 540,000 | 0.5% | 1 |
| NEW ORIENTAL ED & TECHNOLOGY | [EDU](https://holderbook.com/stocks/EDU/) | $4.7M | 102,700 | 0.4% | 4 |
| SNAP INC | [SNAP](https://holderbook.com/stocks/SNAP/) | $4.0M | 900,500 | 0.4% | 4 |
| BAIDU INC | [BIDU](https://holderbook.com/stocks/BIDU/) | $3.0M | 26,200 | 0.3% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $2.7M | 1,205 | 0.2% | 3 |
| SEADRILL LTD | [SDRL](https://holderbook.com/stocks/SDRL/) | $2.3M | 61,600 | 0.2% | 1 |
| TRANSOCEAN LTD | [RIG](https://holderbook.com/stocks/RIG/) | $2.2M | 445,100 | 0.2% | 1 |
| VALARIS LTD | [VAL](https://holderbook.com/stocks/VAL/) | $2.2M | 29,800 | 0.2% | 1 |
| SUPER MICRO COMPUTER INC | [SMCIP](https://holderbook.com/stocks/SMCIP/) | $1.0M | 20,000 | 0.1% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $686.4K | 345 | 0.1% | 4 |
| UNITED MICROELECTRONICS CORP | [UMC](https://holderbook.com/stocks/UMC/) | $469.9K | 17,270 | 0.0% | 1 |
| ORACLE CORP | [ORCLPRD](https://holderbook.com/stocks/ORCLPRD/) | $449.5K | 10,000 | 0.0% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $289.2K | 400 | 0.0% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $260.0K | 600 | 0.0% | 2 |
| DINGDONG CAYMAN LTD | [DDL](https://holderbook.com/stocks/DDL/) | $63.7K | 33,000 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +78.0% | +14.8% | +63.1% | 100% |
| Q1 2026 | +0.1% | -4.6% | +4.7% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +9.7% | +7.8% | +1.9% | 100% |
| Q2 2025 | +28.2% | +10.5% | +17.7% | 100% |
| Q1 2025 | -3.1% | -4.6% | +1.4% | 100% |
| Q4 2024 | +3.6% | +2.1% | +1.4% | 101% |
| Q3 2024 | -1.8% | +5.4% | -7.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 44 |
| Q1 2026 | $924.3M | 44 |
| Q4 2025 | $960.9M | 59 |
| Q3 2025 | $925.4M | 66 |
| Q2 2025 | $978.6M | 68 |
| Q1 2025 | $1.5B | 88 |
| Q4 2024 | $680.2M | 69 |
| Q3 2024 | $2.8B | 59 |
| Q2 2024 | $2.8B | 26 |
| Q1 2024 | $1.6B | 37 |
| Q4 2023 | $1.4B | 30 |
| Q3 2023 | $711.3M | 22 |