Tairen Capital Ltd

HONG KONG, K3 · CIK 1652062 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2020 · other (specify)

Private funds1 (1 hedge) · $1.6bn gross assets
Websitetairencapital.com
Form ADV · 2026-03-18SEC adviser record

Legal entityTAIREN CAPITAL LIMITED (HK)

Kindhedge funds, futures
Others nearbyHong Kong

As an employer

Offices in1 country
Private fundshedge 1

$1.1bn reported value +22.5% vs Q1 2026

44positions

73.6%in top 10

24 new 6 added 11 reduced 24 sold out vs Q1 2026

Also in the report of:

Anther Capital Ltd – $499.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	452,800	$216.2m19.10%	19.10%	Added +290.2k	+290,160 178.4%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	171,100	$99.4m8.78%	8.78%	Added +10.7k	+10,700 6.7%
3	LUMENTUM HLDGS INC COM LITE	LITE	106,960	$91.8m8.11%	8.11%	Added +52.2k	+52,215 95.4%
4	MARVELL TECHNOLOGY INC COM MRVL	MRVL	288,880	$86.1m7.60%	7.60%	New
5	CORNING INC COM GLW	GLW	294,169	$75.1m6.64%	6.64%	Added +23.8k	+23,755 8.8%
6	INTEL CORP COM INTC	INTC	469,340	$65.5m5.79%	5.79%	Reduced -383.3k	-383,260 -45.0%
7	QUALCOMM INC COM QCOM	QCOM	303,691	$56.1m4.96%	4.96%	New
8	CHEVRON CORP NEW COM CVX	CVX	317,400	$52.6m4.65%	4.65%	New
9	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	512,952	$51.4m4.54%	4.54%	Reduced -3.3k	-3,300 -0.6%
10	CELESTICA INC COM CLS	CLS	108,000	$39.4m3.48%	3.48%	New
11	BROADCOM INC COM AVGO	AVGO	99,160	$37.5m3.31%	3.31%	New
12	MICRON TECHNOLOGY INC COM MU	MU	31,805	$36.7m3.24%	3.24%	Reduced -229.5k	-229,502 -87.8%
13	BAKER HUGHES COMPANY CL A BKR	BKR	583,995	$32.4m2.86%	2.86%	Added +95.9k	+95,860 19.6%
14	CIENA CORP COM NEW CIEN	CIEN	34,720	$17.0m1.50%	1.50%	New
15	NOKIA CORP SPONSORED ADR NOK	NOK	1,215,920	$16.1m1.43%	1.43%	New
16	TERADYNE INC COM TER	TER	32,000	$15.5m1.37%	1.37%	Reduced -20.9k	-20,887 -39.5%
17	X-ENERGY INC COM CL A XE	XE	636,000	$11.7m1.03%	1.03%	New
18	SCHLUMBERGER LTD COM STK SLB	SLB	250,000	$11.6m1.03%	1.03%	Unchanged
19	TRIP COM GROUP LTD ADS TCOM	TCOM	274,227	$10.9m0.97%	0.97%	Added +86.7k	+86,727 46.2%
20	AXT INC COM AXTI	AXTI	140,000	$10.1m0.89%	0.89%	New
21	SITIME CORP COM SITM	SITM	12,500	$9.3m0.82%	0.82%	New
22	ROOT INC CL A NEW ROOT	ROOT	160,798	$9.0m0.79%	0.79%	Unchanged
23	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	88,000	$8.4m0.75%	0.75%	Reduced -97.0k	-97,000 -52.4%
24	KULICKE & SOFFA INDS INC COM KLIC	KLIC	62,786	$8.4m0.74%	0.74%	New
25	BWX TECHNOLOGIES INC COM BWXT	BWXT	40,000	$7.8m0.69%	0.69%	New
26	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	238,300	$7.0m0.62%	0.62%	New
27	ONTO INNOVATION INC COM ONTO	ONTO	17,500	$6.6m0.59%	0.59%	New
28	INNIO NV ORDINARY SHARES INIO	INIO	159,132	$6.3m0.56%	0.56%	New
29	SEMTECH CORP COM SMTC	SMTC	37,100	$6.0m0.53%	0.53%	New
30	POET TECHNOLOGIES INC COM NEW POET	POET	540,000	$5.6m0.49%	0.49%	New
31	NEW ORIENTAL ED & TECHNOLOGY SPON ADR EDU	EDU	102,700	$4.7m0.42%	0.42%	Reduced -52.6k	-52,600 -33.9%
32	SNAP INC CL A SNAP	SNAP	900,500	$4.0m0.35%	0.35%	Reduced -669.5k	-669,500 -42.6%
33	BAIDU INC SPON ADR REP A BIDU	BIDU	26,200	$3.0m0.26%	0.26%	New
34	SANDISK CORP COM SNDK	SNDK	1,205	$2.7m0.24%	0.24%	Reduced -51.3k	-51,260 -97.7%
35	SEADRILL LTD COM SDRL	SDRL	61,600	$2.3m0.21%	0.21%	New
36	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	445,100	$2.2m0.19%	0.19%	New
37	VALARIS LTD CL A VAL	VAL	29,800	$2.2m0.19%	0.19%	New
38	SUPER MICRO COMPUTER INC 7 DEP CM SR A WI SMCI 7 06.01.29	SMCI 7 06.01.29	20,000	$1.0m0.09%	0.09%	New
39	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	345	$686.4k0.06%	0.06%	Reduced -20.7k	-20,655 -98.4%
40	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	17,270	$469.9k0.04%	0.04%	New
41	ORACLE CORP 6.5 DEP CUM SR D ORCL 6.5 01.15.29 D	ORCL 6.5 01.15.29 D	10,000	$449.5k0.04%	0.04%	New
42	APPLIED MATLS INC COM AMAT	AMAT	400	$289.2k0.03%	0.03%	Reduced -86.4k	-86,400 -99.5%
43	LAM RESEARCH CORP COM NEW LRCX	LRCX	600	$260.0k0.02%	0.02%	Reduced -139.4k	-139,439 -99.6%
44	DINGDONG CAYMAN LTD ADS DDL	DDL	33,000	$63.7k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES INC EWY	EWY	579,200	$71.2m579.2k shares
ALPHABET INC GOOGL	GOOGL	148,200	$42.6m148.2k shares
META PLATFORMS INC META	META	67,560	$38.7m67.6k shares
LINDE PLC LIN	LIN	60,900	$30.2m60.9k shares
DOORDASH INC DASH	DASH	181,440	$27.2m181.4k shares
ROBLOX CORP RBLX	RBLX	316,900	$17.9m316.9k shares
ARM HOLDINGS PLC ARM	ARM	107,400	$16.2m107.4k shares
MKS INC. MKSI	MKSI	68,500	$15.7m68.5k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	203,200	$15.5m203.2k shares
KEYSIGHT TECHNOLOGIES INC KEYS	KEYS	50,200	$14.2m50.2k shares
COHERENT CORP COHR	COHR	50,000	$11.9m50.0k shares
WABTEC WAB	WAB	41,794	$10.4m41.8k shares
RAMBUS INC DEL RMBS	RMBS	120,000	$10.3m120.0k shares
HALLIBURTON CO HAL	HAL	200,000	$7.8m200.0k shares
PARKER-HANNIFIN CORP PH	PH	8,400	$7.5m8.4k shares
NVIDIA CORPORATION NVDA	NVDA	41,500	$7.2m41.5k shares
UNITY SOFTWARE INC U	U	328,865	$7.2m328.9k shares
NASDAQ INC NDAQ	NDAQ	57,000	$4.8m57.0k shares
ADVANCED ENERGY INDS AEIS	AEIS	10,456	$3.4m10.5k shares
FAIR ISAAC CORP FICO	FICO	3,000	$3.2m3.0k shares
ENTEGRIS INC ENTG	ENTG	10,000	$1.2m10.0k shares
ALPHABET INC GOOG	GOOG	800	$229.5k800 shares
FTAI AVIATION LTD FTAI	FTAI	830	$203.3k830 shares
VNET GROUP INC VNET	VNET	10,900	$91.5k10.9k shares