StockDriftsStockDriftsTop 41 Tairen Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 19.1% | 452.8K | $216.2M | +178.41%(+290.16K) | $367.23(+16.24%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 8.78% | 171.1K | $99.4M | +6.67%(+10.70K) | $197.41(+159.49%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 8.11% | 107.0K | $91.8M | +95.38%(+52.22K) | $484.05(+95.81%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 7.6% | 288.9K | $86.1M | new | $182.34(+28.63%) | 2026-06-30 | |
| GLW | CORNING INC | 6.64% | 294.2K | $75.1M | +8.78%(+23.75K) | $118.24(+43.49%) | 2026-06-30 | |
| INTC | INTEL CORP | 5.79% | 469.3K | $65.5M | -44.95%(-383.26K) | $35.93(+187.82%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 4.96% | 303.7K | $56.1M | new | $153.88(+5.39%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.65% | 317.4K | $52.6M | new | $188.24(+6.97%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 4.54% | 513.0K | $51.4M | -0.64%(-3.30K) | $74.98(+24.51%) | 2026-06-30 | |
| CLS | CELESTICA INC | 3.48% | 108.0K | $39.4M | new | $277.00(+20.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +54.86% | +271.36% | +20.71% | +156.31% |
| Top 20 Holdings Unweighted | +54.18% | +266.53% | +26.59% | +225.11% |
Tairen Capital LTD reports $1.13B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are TSM (19.1%), AMD (8.8%) and LITE (8.1%). The top 20 holdings account for 91.07% of reported assets. Its disclosed equity book has returned +271.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tairen Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652062). View Tairen Capital LTD’s 13F filings on SEC