Tairen Capital’s Estee Lauder EL Stock Holding History

Tairen Capital’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-46,600	Closed	-$4.88M	–	54
2025 Q4	$4.88M	Buy	+46,600	New	+$4.52M	0.51%	47
2025 Q1	–	Sell	-205,000	Closed	-$15.4M	–	95
2024 Q4	$15.4M	Buy	205,000 +127,200	+163%	+$10M	2.26%	14
2024 Q3	$5.36M	Buy	+77,800	New	+$7.38M	0.19%	23
2021 Q2	–	Sell	-159,874	Closed	-$46.5M	–	33
2021 Q1	$46.5M	Buy	+159,874	New	+$43.8M	5.31%	4
2019 Q4	–	Sell	-185,174	Closed	-$36.8M	–	31
2019 Q3	$36.8M	Buy	+185,174	New	+$35.4M	5.42%	6

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Tairen Capital's EL Position: Q1 2026 in Review

Tairen Capital sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 46,600 shares — an estimated $4.88M sold.

Tairen Capital first reported a position in EL in Q3 2019 and held it in 5 quarters. The position peaked at $46.5M in Q1 2021. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Tairen Capital reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 46,600 Estee Lauder shares in Q1 2026, an estimated $4.88M.
Tairen Capital first reported a position in Estee Lauder in Q3 2019 and held it in 5 quarters.
Tairen Capital's Estee Lauder position peaked at $46.5M in Q1 2021.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.