Tairen Capital Ltd holds a focused book of 44 stocks worth $924.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Alphabet Inc-CL A. Their largest long position is Micron Technology Inc at 10% of the equity book.
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Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $88.3M | 261.3K | 9.6% | ▲New New position | |
| 2 | Ishares Inc MSCI STH KOR ETF | $71.2M | 579.2K | 7.7% | ▲New New position | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $55.0M | 162.6K | 5.9% | ▲25× Added · +156K sh | |
| 4 | Alphabet Inc CAP STK CL A | $42.6M | 148.2K | 4.6% | ▼−56% Reduced · −188K sh | |
| 5 | Meta Platforms Inc CL A | $38.7M | 67.6K | 4.2% | ▲New New position | |
| 6 | Lumentum Hldgs Inc COM | $38.5M | 54.7K | 4.2% | ▼−49% Reduced · −53K sh | |
| 7 | Intel Corp COM | $37.6M | 852.6K | 4.1% | ▲+27% Added · +183K sh | |
| 8 | Corning Inc COM | $36.8M | 270.4K | 4.0% | ▲New New position | |
| 9 | Robinhood MKTS Inc COM CL A | $35.8M | 516.3K | 3.9% | ▼−1.9% Reduced · −10K sh | |
| 10 | Sandisk Corp COM | $33.3M | 52.5K | 3.6% | ▼−63% Reduced · −91K sh | |
| 11 | Advanced Micro Devices Inc COM | $32.6M | 160.4K | 3.5% | ▲New New position | |
| 12 | Linde PLC SHS | $30.2M | 60.9K | 3.3% | ▲+46% Added · +19K sh | |
| 13 | Lam Research Corp COM NEW | $29.9M | 140.0K | 3.2% | ▲New New position | |
| 14 | Baker Hughes Company CL A | $29.8M | 488.1K | 3.2% | ▲New New position | |
| 15 | Applied Matls Inc COM | $29.7M | 86.8K | 3.2% | ▲New New position | |
| 16 | ASML Hldg NV N Y REGISTRY SHS | $27.7M | 21.0K | 3.0% | ▲+28% Added · +5K sh | |
| 17 | Doordash Inc CL A | $27.2M | 181.4K | 2.9% | ▲+346% Added · +141K sh | |
| 18 | Alibaba Group Hldg Ltd SPONSORED ADS | $23.2M | 185.0K | 2.5% | ▲New New position | |
| 19 | Roblox Corp CL A | $17.9M | 316.9K | 1.9% | ▼−2.5% Reduced · −8K sh | |
| 20 | Arm Holdings PLC SPONSORED ADS | $16.2M | 107.4K | 1.8% | ▲New New position | |
| 21 | MKS Inc. COM | $15.7M | 68.5K | 1.7% | ▲New New position | |
| 22 | Teradyne Inc COM | $15.7M | 52.9K | 1.7% | ▼−53% Reduced · −59K sh | |
| 23 | Solstice Advanced Matls Inc COM SHS | $15.5M | 203.2K | 1.7% | ▼−52% Reduced · −220K sh | |
| 24 | Keysight Technologies Inc COM | $14.2M | 50.2K | 1.5% | ▲New New position | |
| 25 | SLB Limited COM STK | $12.8M | 250.0K | 1.4% | ▲New New position | |
| 26 | Coherent Corp COM | $11.9M | 50.0K | 1.3% | ▼−38% Reduced · −31K sh | |
| 27 | Wabtec COM | $10.4M | 41.8K | 1.1% | ▼−18% Reduced · −9K sh | |
| 28 | Rambus Inc Del COM | $10.3M | 120.0K | 1.1% | ▲New New position | |
| 29 | Trip Com Group Ltd ADS | $9.3M | 187.5K | 1.0% | ▼−61% Reduced · −296K sh | |
| 30 | New Oriental Ed & Technology SPON ADR | $8.8M | 155.3K | 1.0% | —Held | |
| 31 | Halliburton Co COM | $7.8M | 200.0K | 0.8% | ▲New New position | |
| 32 | Parker-Hannifin Corp COM | $7.5M | 8.4K | 0.8% | —Held | |
| 33 | Nvidia Corporation COM | $7.2M | 41.5K | 0.8% | ▼−83% Reduced · −207K sh | |
| 34 | Snap Inc CL A | $7.2M | 1.57M | 0.8% | ▲+47% Added · +500K sh | |
| 35 | Unity Software Inc COM | $7.2M | 328.9K | 0.8% | ▼−26% Reduced · −115K sh | |
| 36 | Root Inc CL A NEW | $7.1M | 160.8K | 0.8% | —Held | |
| 37 | Nasdaq Inc COM | $4.8M | 57.0K | 0.5% | ▲New New position | |
| 38 | Advanced Energy Inds COM | $3.4M | 10.5K | 0.4% | ▲New New position | |
| 39 | Fair Isaac Corp COM | $3.2M | 3.0K | 0.3% | ▲New New position | |
| 40 | Entegris Inc COM | $1.2M | 10.0K | 0.1% | ▲New New position | |
| 41 | Alphabet Inc CAP STK CL C | $229K | 800 | 0.0% | ▼−97% Reduced · −27K sh | |
| 42 | Ftai Aviation Ltd SHS | $203K | 830 | 0.0% | ▲New New position | |
| 43 | Vnet Group Inc SPONSORED ADS A | $91K | 10.9K | 0.0% | ▲New New position | |
| 44 | Dingdong Cayman Ltd ADS | $85K | 33.0K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.