Tairen Capital Ltd holds a focused book of 44 stocks worth $1.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Intel Corp. Their largest long position is Taiwan Semiconductor-SP ADR at 19% of the equity book.
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.
98% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tairen Capital Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Fund Resources Investment Holding Group Co Ltd | 5 / 44 | $806.2M |
| Sassicaia Capital Advisers LLC | 9 / 44 | $183.8M |
| Q Fund Management (Hong Kong) Ltd | 7 / 44 | $81.0M |
| Anther Capital Ltd | 15 / 44 | $2.7B |
| Tensor Edge Capital, LLC | 7 / 44 | $1.0B |
| M & L Capital Management Ltd | 7 / 44 | $228.6M |
| Ariose Capital Management Ltd | 9 / 44 | $142.2M |
| Oriental Harbor Investment Master Fund | 8 / 44 | $994.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Tairen Capital Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $216.2M | 452.8K | 19.1% | ▲+178% Added · +290K sh | |
| 2 | Advanced Micro Devices Inc COM | $99.4M | 171.1K | 8.8% | ▲+6.7% Added · +11K sh | |
| 3 | Lumentum Hldgs Inc COM | $91.8M | 107.0K | 8.1% | ▲+95% Added · +52K sh | |
| 4 | Marvell Technology Inc COM | $86.1M | 288.9K | 7.6% | ▲New New position | |
| 5 | Corning Inc COM | $75.1M | 294.2K | 6.6% | ▲+8.8% Added · +24K sh | |
| 6 | Intel Corp COM | $65.5M | 469.3K | 5.8% | ▼−45% Reduced · −383K sh | |
| 7 | Qualcomm Inc COM | $56.1M | 303.7K | 5.0% | ▲New New position | |
| 8 | Chevron Corporation COM | $52.6M | 317.4K | 4.6% | ▲New New position | |
| 9 | Robinhood MKTS Inc COM CL A | $51.4M | 513.0K | 4.5% | ▼−0.6% Reduced · −3K sh | |
| 10 | Celestica Inc COM | $39.4M | 108.0K | 3.5% | ▲New New position | |
| 11 | Broadcom Inc COM | $37.5M | 99.2K | 3.3% | ▲New New position | |
| 12 | Micron Technology Inc COM | $36.7M | 31.8K | 3.2% | ▼−88% Reduced · −230K sh | |
| 13 | Baker Hughes Company CL A | $32.4M | 584.0K | 2.9% | ▲+20% Added · +96K sh | |
| 14 | Ciena Corp COM NEW | $17.0M | 34.7K | 1.5% | ▲New New position | |
| 15 | Nokia Corp SPONSORED ADR | $16.1M | 1.22M | 1.4% | ▲New New position | |
| 16 | Teradyne Inc COM | $15.5M | 32.0K | 1.4% | ▼−39% Reduced · −21K sh | |
| 17 | X-Energy Inc COM CL A | $11.7M | 636.0K | 1.0% | ▲New New position | |
| 18 | SLB Limited COM STK | $11.6M | 250.0K | 1.0% | —Held | |
| 19 | Trip Com Group Ltd ADS | $10.9M | 274.2K | 1.0% | ▲+46% Added · +87K sh | |
| 20 | Axt Inc COM | $10.1M | 140.0K | 0.9% | ▲New New position | |
| 21 | Sitime Corp COM | $9.3M | 12.5K | 0.8% | ▲New New position | |
| 22 | Root Inc CL A NEW | $9.0M | 160.8K | 0.8% | —Held | |
| 23 | Alibaba Group Hldg Ltd SPONSORED ADS | $8.4M | 88.0K | 0.7% | ▼−52% Reduced · −97K sh | |
| 24 | Kulicke & Soffa Inds Inc COM | $8.4M | 62.8K | 0.7% | ▲New New position | |
| 25 | BWX Technologies Inc COM | $7.8M | 40.0K | 0.7% | ▲New New position | |
| 26 | Super Micro Computer Inc COM NEW | $7.0M | 238.3K | 0.6% | ▲New New position | |
| 27 | Onto Innovation Inc COM | $6.6M | 17.5K | 0.6% | ▲New New position | |
| 28 | Innio NV ORDINARY SHARES | $6.3M | 159.1K | 0.6% | ▲New New position | |
| 29 | Semtech Corp COM | $6.0M | 37.1K | 0.5% | ▲New New position | |
| 30 | Poet Technologies Inc COM NEW | $5.6M | 540.0K | 0.5% | ▲New New position | |
| 31 | New Oriental Ed & Technology SPON ADR | $4.7M | 102.7K | 0.4% | ▼−34% Reduced · −53K sh | |
| 32 | Snap Inc CL A | $4.0M | 900.5K | 0.4% | ▼−43% Reduced · −670K sh | |
| 33 | Baidu Inc SPON ADR REP A | $3.0M | 26.2K | 0.3% | ▲New New position | |
| 34 | Sandisk Corp COM | $2.7M | 1.2K | 0.2% | ▼−98% Reduced · −51K sh | |
| 35 | Seadrill Ltd COM | $2.3M | 61.6K | 0.2% | ▲New New position | |
| 36 | Transocean Ltd REGISTERED SHS | $2.2M | 445.1K | 0.2% | ▲New New position | |
| 37 | Valaris Ltd CL A | $2.2M | 29.8K | 0.2% | ▲New New position | |
| 38 | Super Micro Computer Inc 7 DEP CM SR A WI | $1.0M | 20.0K | 0.1% | ▲New New position | |
| 39 | ASML Hldg NV N Y REGISTRY SHS | $686K | 345 | 0.1% | ▼−98% Reduced · −21K sh | |
| 40 | United Microelectronics Corp SPON ADR NEW | $470K | 17.3K | 0.0% | ▲New New position | |
| 41 | Oracle Corp 6.5 DEP CUM SR D | $450K | 10.0K | 0.0% | ▲New New position | |
| 42 | Applied Matls Inc COM | $289K | 400 | 0.0% | ▼−100% Reduced · −86K sh | |
| 43 | Lam Research Corp COM NEW | $260K | 600 | 0.0% | ▼−100% Reduced · −139K sh | |
| 44 | Dingdong Cayman Ltd ADS | $64K | 33.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1652062/holdings"
Use Arkolith to show Tairen Capital Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.