SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Tairen Capital Ltd

CIK 0001652062 · 26F, NO. 8 QUEEN'S ROAD CENTRAL, HONG KONG, K3, 000000 · 852 28152820

Reported Value
$437M
Q2 2022
Positions
28
Filings on Record
30
2019–present window
Filed
Aug 15, 2022
original filing

Summary

Tairen Capital Ltd reported $437M in U.S.-listed holdings across 28 positions for Q2 2022.

The portfolio is heavily concentrated: MSFT alone accounts for 40.3% of reported value.

Compared with Q1 2022, the fund opened 9 new positions and exited 21.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $275MQ4 ’18Q1 ’19: $894MQ2 ’19: $518MQ3 ’19: $680MQ4 ’19: $650MQ4 ’19Q1 ’20: $922MQ2 ’20: $1.3BQ3 ’20: $924MQ4 ’20: $605MQ4 ’20Q1 ’21: $876MQ2 ’21: $572MQ3 ’21: $399MQ4 ’21: $650MQ4 ’21Q1 ’22: $789MQ2 ’22: $437MQ3 ’22: $879MQ4 ’22: $857.5BQ4 ’22Q1 ’23: $661MQ2 ’23: $3.2BQ3 ’23: $711MQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.6BQ2 ’24: $2.8BQ3 ’24: $2.8BQ4 ’24: $680MQ4 ’24Q1 ’25: $1.5BQ2 ’25: $979MQ3 ’25: $925MQ4 ’25: $961MQ4 ’25Q1 ’26: $924Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.9%ADR: 16.7%Other: 8.6%ETP: 5.8%
  • Common Stock · 68.9% · $301M
  • ADR · 16.7% · $73M
  • Other · 8.6% · $38M
  • ETP · 5.8% · $26M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$924M44May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$961M59Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$925M66Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$979M68Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B88May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$680M69Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.8B59Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.8B26Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.6B37May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B30Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$711M22Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.2B34Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$661M29May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$857.5B29Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$879M30Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$437M28Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$789M40May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$650M48Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$399M39Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$572M26Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$876M31May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$605M17Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$924M24Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.3B25Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$922M15May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$650M25Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$680M40Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$518M30Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$894M31May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$275M24Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.