Tairen Capital Ltd — 13F holdings

Tairen Capital Ltd reported 44 holdings worth $1.13B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $216M (19.1%)
2. AMD ADVANCED MICRO DEVICES INC — $99.4M (8.8%)
3. LITE LUMENTUM HLDGS INC — $91.8M (8.1%)
4. MRVL MARVELL TECHNOLOGY INC — $86.1M (7.6%)
5. GLW CORNING INC — $75.1M (6.6%)
6. INTC INTEL CORP — $65.5M (5.8%)
7. QCOM QUALCOMM INC — $56.1M (5.0%)
8. CVX CHEVRON CORP NEW — $52.6M (4.6%)
9. HOOD ROBINHOOD MKTS INC — $51.4M (4.5%)
10. CLS CELESTICA INC — $39.4M (3.5%)