Tairen Capital Ltd 13F Holdings · Q2 2026
Tairen Capital Ltd reported 44 securities worth $1.13B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (19.10%), AMD (8.78%), LITE (8.11%). Among its top 25 positions this quarter: 12 new, 6 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $216.2M | 19.10% | 452,800 | Added |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $99.4M | 8.78% | 171,100 | Added |
| 3 | LITE | LUMENTUM HLDGS INC | $91.8M | 8.11% | 106,960 | Added |
| 4 | MRVL | MARVELL TECHNOLOGY INC | $86.1M | 7.60% | 288,880 | New |
| 5 | GLW | CORNING INC | $75.1M | 6.64% | 294,169 | Added |
| 6 | INTC | INTEL CORP | $65.5M | 5.79% | 469,340 | Trimmed |
| 7 | QCOM | QUALCOMM INC | $56.1M | 4.96% | 303,691 | New |
| 8 | CVX | CHEVRON CORPORATION | $52.6M | 4.65% | 317,400 | New |
| 9 | HOOD | ROBINHOOD MKTS INC | $51.4M | 4.54% | 512,952 | Trimmed |
| 10 | CLS | CELESTICA INC | $39.4M | 3.48% | 108,000 | New |
| 11 | AVGO | BROADCOM INC | $37.5M | 3.31% | 99,160 | New |
| 12 | MU | MICRON TECHNOLOGY INC | $36.7M | 3.24% | 31,805 | Trimmed |
| 13 | BKR | BAKER HUGHES COMPANY | $32.4M | 2.86% | 583,995 | Added |
| 14 | CIEN | CIENA CORP | $17.0M | 1.50% | 34,720 | New |
| 15 | NOK | NOKIA CORP | $16.1M | 1.43% | 1.2M | New |
| 16 | TER | TERADYNE INC | $15.5M | 1.37% | 32,000 | Trimmed |
| 17 | SLB | SLB LIMITED | $11.6M | 1.03% | 250,000 | Hold |
| 18 | XE | X-ENERGY INC | $11.7M | 1.03% | 636,000 | New |
| 19 | TCOM | TRIP COM GROUP LTD | $10.9M | 0.97% | 274,227 | Added |
| 20 | AXTI | AXT INC | $10.1M | 0.89% | 140,000 | New |
| 21 | SITM | SITIME CORP | $9.3M | 0.82% | 12,500 | New |
| 22 | ROOT | ROOT INC | $9.0M | 0.79% | 160,798 | Hold |
| 23 | BABA | ALIBABA GROUP HLDG LTD | $8.4M | 0.75% | 88,000 | Trimmed |
| 24 | KLIC | KULICKE & SOFFA INDS INC | $8.4M | 0.74% | 62,786 | New |
| 25 | BWXT | BWX TECHNOLOGIES INC | $7.8M | 0.69% | 40,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR