Tairen Capital’s Unity U Stock Holding History

Tairen Capital’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.22M	Sell	328,865 -114,900	-26%	-$3.19M	0.78%	35
2025 Q4	$19.6M	Buy	443,765 +203,559	+85%	+$8.3M	2.04%	21
2025 Q3	$9.62M	Sell	240,206 -386,594	-62%	-$14.3M	1.04%	36
2025 Q2	$15.2M	Buy	626,800 +147,800	+31%	+$3.25M	1.55%	26
2025 Q1	$9.38M	Buy	479,000 +429,000	+858%	+$9.69M	0.62%	46
2024 Q4	$1.12M	Buy	+50,000	New	+$1.11M	0.17%	55
2024 Q3	–	Sell	-141,227	Closed	-$2.3M	–	74
2024 Q2	$2.3M	Hold	141,227	–	–	0.08%	20
2024 Q1	$3.77M	Buy	+141,227	New	+$4.44M	0.23%	31
2023 Q4	–	Sell	-160,000	Closed	-$5.02M	–	37
2023 Q3	$5.02M	Sell	160,000 -77,556	-33%	-$2.99M	0.71%	15
2023 Q2	$10.3M	Buy	+237,556	New	+$7.61M	0.32%	26

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tairen Capital's U Position: Q1 2026 in Review

Tairen Capital reduced its Unity (U) stake by 26% in Q1 2026, selling an estimated $3.19M and leaving 328,865 shares worth $7.22M. The position accounts for 0.78% of the portfolio, ranked #35.

Tairen Capital first reported a position in U in Q2 2023 and has held it in 10 quarters since. The position peaked at $19.6M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Tairen Capital held 328,865 shares of Unity worth $7.22M as of Q1 2026.
Tairen Capital sold 114,900 Unity shares in Q1 2026, an estimated $3.19M.
Unity made up 0.78% of Tairen Capital's portfolio in Q1 2026, its #35 holding.
Tairen Capital first reported a position in Unity in Q2 2023 and has held it in 10 quarters since.
Tairen Capital's Unity position peaked at $19.6M in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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