StockDriftsStockDriftsTop 44 Tairen Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 9.55% | 261.3K | $88.3M | new | $209.35(+312.72%) | 2026-03-31 | |
| EWY | ISHARES INC | 7.71% | 579.2K | $71.2M | new | $110.12(+62.43%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.95% | 162.6K | $55.0M | +2383.05%(+156.09K) | $314.05(+28.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.61% | 148.2K | $42.6M | -55.91%(-187.90K) | $242.56(+63.58%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.18% | 67.6K | $38.7M | new | $548.00(+12.09%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.16% | 54.7K | $38.5M | -48.96%(-52.51K) | $224.26(+332.85%) | 2026-03-31 | |
| INTC | INTEL CORP | 4.07% | 852.6K | $37.6M | +27.25%(+182.60K) | $35.93(+202.71%) | 2026-03-31 | |
| GLW | CORNING INC | 3.98% | 270.4K | $36.8M | new | $111.76(+71.62%) | 2026-03-31 | |
| HOOD | ROBINHOOD MKTS INC | 3.87% | 516.3K | $35.8M | -1.91%(-10.08K) | $74.98(+2.89%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 3.61% | 52.5K | $33.3M | -63.35%(-90.68K) | $174.79(+705.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.27% | +111.06% |
| Top 20 Holdings Unweighted | +31.96% | +129.81% |
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