Tairen Capital
$1.1B 13F equity value
68 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 452,800 | $216M | 19.1% |
| AMD | ADVANCED MICRO DEVICES INC | 171,100 | $99M | 8.8% |
| LITE | LUMENTUM HLDGS INC | 106,960 | $92M | 8.1% |
| MRVL | MARVELL TECHNOLOGY INC | 288,880 | $86M | 7.6% |
| GLW | CORNING INC | 294,169 | $75M | 6.6% |
| INTC | INTEL CORP | 469,340 | $66M | 5.8% |
| QCOM | QUALCOMM INC | 303,691 | $56M | 5.0% |
| CVX | CHEVRON CORPORATION | 317,400 | $53M | 4.6% |
| HOOD | ROBINHOOD MKTS INC | 512,952 | $51M | 4.5% |
| CLS | CELESTICA INC | 108,000 | $39M | 3.5% |
Track Tairen Capital's 13F portfolio: $1.1B in reported holdings, 68 positions. Top holdings and quarterly changes on SentiSense.
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