Funds › Tairen Capital Ltd
Tairen Capital Ltd
13F for Q3 2026, filed Nov 12, 2026. 25 positions worth $417.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | HOOD Robinhood Markets, Inc. | 287,392 | $32.3M | 7.7% | -44.0% | 13F ↗ |
| 2 | TEM Tempus AI, Inc. | 393,100 | $32.2M | 7.7% | New | 13F ↗ |
| 3 | DASH DoorDash, Inc. | 175,100 | $32.1M | 7.7% | New | 13F ↗ |
| 4 | IQV IQVIA Holdings, Inc. | 110,800 | $29.8M | 7.1% | New | 13F ↗ |
| 5 | ILMN Illumina, Inc. | 104,600 | $28.6M | 6.9% | New | 13F ↗ |
| 6 | INTC Intel Corporation | 231,141 | $27.8M | 6.7% | -50.8% | 13F ↗ |
| 7 | SHOP Shopify Inc. | 182,800 | $27.1M | 6.5% | New | 13F ↗ |
| 8 | TMO Thermo Fisher Scientific Inc | 39,544 | $26.7M | 6.4% | New | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 32,280 | $23.4M | 5.6% | New | 13F ↗ |
| 10 | AAPL Apple Inc. | 69,060 | $23.0M | 5.5% | New | 13F ↗ |
| 11 | GLD SPDR Gold Shares · Gold Shs | 53,000 | $20.2M | 4.8% | New | 13F ↗ |
| 12 | TSLA Tesla, Inc. | 44,500 | $15.8M | 3.8% | New | 13F ↗ |
| 13 | MRVL Marvell Technology, Inc. | 58,900 | $15.6M | 3.7% | -79.6% | 13F ↗ |
| 14 | MSTR Strategy Inc | 85,800 | $13.1M | 3.1% | New | 13F ↗ |
| 15 | SDGR Schrodinger, Inc. | 310,912 | $9.7M | 2.3% | New | 13F ↗ |
| 16 | LIN Linde plc | 20,000 | $9.5M | 2.3% | New | 13F ↗ |
| 17 | MSFT Microsoft Corporation | 18,319 | $9.4M | 2.3% | New | 13F ↗ |
| 18 | A Agilent Technologies, Inc. | 50,000 | $8.6M | 2.1% | New | 13F ↗ |
| 19 | BRKR Bruker Corporation | 130,000 | $8.4M | 2.0% | New | 13F ↗ |
| 20 | CRL Charles River Laboratories International, Inc. | 28,400 | $8.4M | 2.0% | New | 13F ↗ |
| 21 | ROOT Root, Inc. | 160,798 | $7.4M | 1.8% | Unchanged | 13F ↗ |
| 22 | TWST Twist Bioscience Corporation | 33,000 | $6.4M | 1.5% | New | 13F ↗ |
| 23 | Super Micro Computer Inc 7 Dep Cm Sr A Wi | 20,000 | $1.4M | 0.3% | Unchanged | 13F ↗ |
| 24 | Oracle Corp 6.5 Dep Cum Sr D | 10,000 | $442.4K | 0.1% | Unchanged | 13F ↗ |
| 25 | DDL Dingdong (Cayman) Limited | 33,000 | $70.3K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
18 new, 0 added to, 3 trimmed, 37 exited, 4 unchanged. By estimated dollars.
New positions (18)
| TEM Tempus AI, Inc. | 393,100 | New | $32.2M |
| DASH DoorDash, Inc. | 175,100 | New | $32.1M |
| IQV IQVIA Holdings, Inc. | 110,800 | New | $29.8M |
| ILMN Illumina, Inc. | 104,600 | New | $28.6M |
| SHOP Shopify Inc. | 182,800 | New | $27.1M |
| TMO Thermo Fisher Scientific Inc | 39,544 | New | $26.7M |
| META Meta Platforms, Inc. | 32,280 | New | $23.4M |
| AAPL Apple Inc. | 69,060 | New | $23.0M |
| GLD SPDR Gold Shares · Gold Shs | 53,000 | New | $20.2M |
| TSLA Tesla, Inc. | 44,500 | New | $15.8M |
Added to (0)
None this quarter.
Trimmed (3)
Exited (37)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 452,800 | Exited | -$216.2M |
| AMD Advanced Micro Devices, Inc. | 171,100 | Exited | -$99.4M |
| LITE Lumentum Holdings Inc. | 106,960 | Exited | -$91.8M |
| GLW Corning Incorporated | 294,169 | Exited | -$75.1M |
| QCOM QUALCOMM Incorporated | 303,691 | Exited | -$56.1M |
| CVX Chevron Corporation | 317,400 | Exited | -$52.6M |
| CLS Celestica, Inc. | 108,000 | Exited | -$39.4M |
| AVGO Broadcom Inc. | 99,160 | Exited | -$37.5M |
| MU Micron Technology, Inc. | 31,805 | Exited | -$36.7M |
| BKR Baker Hughes Company | 583,995 | Exited | -$32.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 25 | $417.4M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 44 | $1.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 44 | $924.3M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 59 | $960.9M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 66 | $925.4M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 68 | $978.6M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 88 | $1.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer