Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
PDD HOLDINGS INC | 2,263,437 | +1,478,149 | $331,163 |
PDD | 2,263,437 | +1,478,149 | $331,163 |
NETEASE INC | 1,763,709 | +1,763,709 | $164,307 |
NTES | 1,763,709 | +1,763,709 | $164,307 |
MICROSOFT CORP | 335,790 | +17,330 | $126,270 |
MSFT | 335,790 | +17,330 | $126,270 |
SERVICENOW INC | 150,808 | +144,520 | $106,544 |
NOW | 150,808 | +144,520 | $106,544 |
SALESFORCE INC | 371,494 | +371,494 | $97,755 |
CRM | 371,494 | +371,494 | $97,755 |
SNOWFLAKE INC | 402,718 | -107,825 | $80,141 |
SNOW | 402,718 | -107,825 | $80,141 |
ADOBE INC | 125,728 | +64,846 | $75,009 |
ADBE | 125,728 | +64,846 | $75,009 |
META PLATFORMS INC | 195,193 | -75,752 | $69,091 |
META | 195,193 | -75,752 | $69,091 |
DISNEY WALT CO | 663,900 | +663,900 | $59,944 |
DIS | 663,900 | +663,900 | $59,944 |
DAQO NEW ENERGY CORP | 1,856,009 | -307,354 | $49,370 |
DQ | 1,856,009 | -307,354 | $49,370 |
QUALCOMM INC | 333,947 | +333,947 | $48,299 |
QCOM | 333,947 | +333,947 | $48,299 |
UBER TECHNOLOGIES INC | 723,557 | +723,557 | $44,549 |
UBER | 723,557 | +723,557 | $44,549 |
MONGODB INC | 85,949 | -43,930 | $35,140 |
MDB | 85,949 | -43,930 | $35,140 |
COHERENT CORP | 610,545 | -1,361,571 | $26,577 |
COHR | 610,545 | -1,361,571 | $26,577 |
ARISTA NETWORKS INC | 105,500 | +105,500 | $24,846 |
ANET | 105,500 | +105,500 | $24,846 |
AMAZON COM INC | 128,759 | +128,759 | $19,564 |
AMZN | 128,759 | +128,759 | $19,564 |
ORACLE CORP | 162,703 | -289,347 | $17,154 |
ORCL | 162,703 | -289,347 | $17,154 |
ALPHABET INC | 112,870 | -7,618 | $15,907 |
GOOG | 112,870 | -7,618 | $15,907 |
BLOCK INC | 144,000 | +110,000 | $11,138 |
SQ | 144,000 | +110,000 | $11,138 |
FIVE9 INC | 74,164 | +74,164 | $5,836 |
FIVN | 74,164 | +74,164 | $5,836 |
HUBSPOT INC | 8,456 | +8,456 | $4,909 |
HUBS | 8,456 | +8,456 | $4,909 |
ZSCALER INC | 21,131 | -11,333 | $4,682 |
ZS | 21,131 | -11,333 | $4,682 |
BILL HOLDINGS INC | 24,821 | +24,821 | $2,025 |
BILL | 24,821 | +24,821 | $2,025 |
WIX COM LTD | 15,539 | +15,539 | $1,912 |
WIX | 15,539 | +15,539 | $1,912 |
HASHICORP INC | 56,402 | +56,402 | $1,333 |
HCP | 56,402 | +56,402 | $1,333 |
CONFLUENT INC | 49,377 | +49,377 | $1,155 |
CFLT | 49,377 | +49,377 | $1,155 |
CYBERARK SOFTWARE LTD | 4,539 | +4,539 | $994 |
CYBR | 4,539 | +4,539 | $994 |
MONDAY COM LTD | 4,799 | +4,799 | $901 |
MNDY | 4,799 | +4,799 | $901 |
ALPHABET INC | 6,054 | -249,404 | $846 |
GOOGL | 6,054 | -249,404 | $846 |
See Full List: All Stocks Held By Tairen Capital Ltd
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Tairen Capital Ltd
Size ($ in 1000's)
At 12/31/2023: $1,427,856 At 09/30/2023: $711,303 Tairen Capital Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tairen Capital Ltd 13F filings. Link to 13F filings: SEC filings |