Tairen Capital
$1.1B 13F equity value
68 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tairen Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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