Tairen Capital Ltd

Tairen Capital Ltd latest Q4_2020 13F filings reported $605,379,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is -34.46%. This fund has 17 securities concentrations of 100% weights.

Tairen Capital Ltd largest holding is Pinduoduo Inc. American Depositary Shares with weight of 33.60% and $203,381,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR17$605,379,000-34.46%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
PINDUODUO INCPDDINCR$203,38174.62%33.60%$177.67-127.12%1,144,713
JD COM INC ADRJDBUY$178,8480.00%29.54%$87.900.00%2,034,674
ZTO EXPRESS CAYMAN INCZTOINCR$45,83034.04%7.57%$29.16-62.47%1,571,677
MINISO GROUP HLDG LTDMNSOBUY$36,9120.00%6.10%$26.390.00%1,398,702
SEA LTDSEINCR$26,1156.61%4.31%$199.05-117.49%131,200
ADVANCED MICRO DEVICESAMDDECR$18,278-48.78%3.02%$91.71-154.20%199,306
APPLE INCAAPLDECR$18,261-72.45%3.02%$132.69-175.96%137,625
AMAZON COM INCAMZNDECR$14,656-72.84%2.42%$3256.89-173.74%4,500
CREE INCCREEBUY$12,8570.00%2.12%$105.900.00%121,407
KE HLDGS INCBEKEINCR$9,397142.32%1.55%$61.5441.35%152,700
SHOPIFY INCSHOPDECR$8,508-90.41%1.41%$1131.99-191.34%7,516
WORKDAY INCWDAYBUY$8,4480.00%1.40%$239.610.00%35,257
TAIWAN SEMICONDUCTOR MFG LTDTSMBUY$8,1780.00%1.35%$109.040.00%75,000
ERICSSONERICDECR$6,121-88.36%1.01%$11.95-189.39%512,178
UBER TECHNOLOGIES INCUBERBUY$5,7640.00%0.95%$51.000.00%113,013
ZAI LAB LTDZLABINCR$2,923346.26%0.48%$135.3274.32%21,600
MICRON TECHNOLOGY INCMUBUY$9020.00%0.15%$75.170.00%12,000
ALIBABA GROUP HOLDINGBABASOLD$00.00%-100.00%$0.000.00%0
FACEBOOK INCFBSOLD$00.00%-100.00%$0.000.00%0
MICROSOFT CORPMSFTSOLD$00.00%-100.00%$0.000.00%0
NETEASE INCNTESSOLD$00.00%-100.00%$0.000.00%0
NIO INCNIOSOLD$00.00%-100.00%$0.000.00%0
NOKIA CORPNOKSOLD$00.00%-100.00%$0.000.00%0
ROKU INCROKUSOLD$00.00%-100.00%$0.000.00%0
SKYWORKS SOLUTIONS INCSWKSSOLD$00.00%-100.00%$0.000.00%0
SNOWFLAKE INCSNOWSOLD$00.00%-100.00%$0.000.00%0
SQUARE INCSQSOLD$00.00%-100.00%$0.000.00%0
TEXAS INSTRUMENTS INCTXNSOLD$00.00%-100.00%$0.000.00%0
THE TRADE DESK INCTTDSOLD$00.00%-100.00%$0.000.00%0
UNITED PARCEL SERVICEUPSSOLD$00.00%-100.00%$0.000.00%0
XPENG INCXPEVSOLD$00.00%-100.00%$0.000.00%0