TC

Tairen Capital Portfolio holdings

AUM $979M
This Quarter Return
+19.07%
1 Year Return
+28.75%
3 Year Return
+246.96%
5 Year Return
+735.42%
10 Year Return
AUM
$248M
AUM Growth
Cap. Flow
+$146M
Cap. Flow %
59.13%
Top 10 Hldgs %
80.97%
Holding
30
New
23
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.71%
2 Technology 15.14%
3 Communication Services 7.25%
4 Utilities 4.06%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QIHU
1
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
$29.3M 11.83% +402,245 New +$29.3M
BABA icon
2
Alibaba
BABA
$322B
$23.1M 9.31% +283,622 New +$23.1M
AMZN icon
3
Amazon
AMZN
$2.44T
$21.7M 8.76% +32,100 New +$21.7M
WUBA
4
DELISTED
58.COM INC
WUBA
$19.1M 7.7% +289,109 New +$19.1M
MR
5
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$10M 4.06% +370,253 New +$10M
RCL icon
6
Royal Caribbean
RCL
$98.7B
$7.59M 3.07% +75,000 New +$7.59M
META icon
7
Meta Platforms (Facebook)
META
$1.86T
$6.84M 2.76% +65,369 New +$6.84M
AAPL icon
8
Apple
AAPL
$3.45T
$5M 2.02% +47,500 New +$5M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$2.58T
$4.86M 1.96% +6,400 New +$4.86M
DANG
10
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
$3.87M 1.56% +538,619 New +$3.87M
ATHM icon
11
Autohome
ATHM
$3.42B
$3.49M 1.41% +99,900 New +$3.49M
EJ
12
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
$2.09M 0.84% +331,949 New +$2.09M
MTBL
13
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$1.84M 0.74% +499,895 New +$1.84M
HMIN
14
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
$1.6M 0.65% +46,902 New +$1.6M
JOYY
15
JOYY Inc. American Depositary Shares
JOYY
$2.78B
$1.48M 0.6% +23,673 New +$1.48M
VNET
16
VNET Group
VNET
$2.33B
$1.35M 0.55% +64,000 New +$1.35M
YRD
17
Yiren Digital
YRD
$503M
$723K 0.29% +76,470 New +$723K
TAL icon
18
TAL Education Group
TAL
$6.46B
$697K 0.28% +15,000 New +$697K
ANTE
19
AirNet Technology Inc. Ordinary Share
ANTE
$129M
$555K 0.22% +99,200 New +$555K
WB icon
20
Weibo
WB
$2.81B
$480K 0.19% +24,600 New +$480K
SINA
21
DELISTED
Sina Corp
SINA
$395K 0.16% +8,000 New +$395K
MOMO
22
Hello Group
MOMO
$1.33B
$240K 0.1% +15,000 New +$240K
BONA
23
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
$132K 0.05% +10,000 New +$132K