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
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.1M
3
+$21.7M
4
WUBA
58.com Inc
WUBA
+$19.1M
5
MR
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
+$10M

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 Change
in Stake 		Capital Flow
1
$29.3M 11.83%
+402,245
2
$23.1M 9.31%
+283,622
3
$21.7M 8.76%
+642,000
4
$19.1M 7.7%
+289,109
5
$10M 4.06%
+370,253
6
$7.59M 3.07%
+75,000
7
$6.84M 2.76%
+65,369
8
$5M 2.02%
+190,000
9
$4.86M 1.96%
+128,000
10
$3.87M 1.56%
+538,619
11
$3.49M 1.41%
+99,900
12
$2.09M 0.84%
+331,949
13
$1.84M 0.74%
+333,263
14
$1.6M 0.65%
+46,902
15
$1.48M 0.6%
+23,673
16
$1.35M 0.55%
+64,000
17
$723K 0.29%
+76,470
18
$697K 0.28%
+90,000
19
$555K 0.22%
+4,960
20
$480K 0.19%
+24,600
21
$395K 0.16%
+8,000
22
$240K 0.1%
+15,000
23
$132K 0.05%
+10,000