TC

Tairen Capital Portfolio holdings

AUM $979M
1-Year Est. Return 28.75%
This Quarter Est. Return
1 Year Est. Return
+28.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.79B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$589M
2
+$409M
3
+$315M
4
PDD icon
Pinduoduo
PDD
+$238M
5
ASML icon
ASML
ASML
+$158M

Top Sells

1
+$116M
2
+$107M
3
+$103M
4
MU icon
Micron Technology
MU
+$96.5M
5
ANSS
Ansys
ANSS
+$91.5M

Sector Composition

1 Technology 57.92%
2 Consumer Discretionary 37.99%
3 Communication Services 3.91%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.01%
+8,050
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