Tairen Capital
Tairen Capital reported 44 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TSM (19.1%), AMD (8.8%) and LITE (8.1%). Compared with Q1 2026, the fund opened new positions in MRVL, QCOM and CVX, added to TSM, AMD and LITE, trimmed INTC, HOOD and MU and sold out of EWY, GOOGL and META.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $216M | 19.1% | 453K | +290K (+178%) | 7 of 8 | |
| 2 |  AMD Advanced Micro Devices Inc | $99.4M | 8.8% | 171K | +11K (+7%) | 4 of 8 | |
| 3 |  LITE Lumentum Hldgs Inc | $91.8M | 8.1% | 107K | +52K (+95%) | 6 of 8 | |
| 4 |  MRVL Marvell Technology Inc | $86.1M | 7.6% | 289K | New position | 4 of 8 | |
| 5 |  GLW Corning Inc | $75.1M | 6.6% | 294K | +24K (+9%) | 2 of 8 | |
| 6 |  INTC Intel Corp | $65.5M | 5.8% | 469K | −383K (−45%) | 8 of 8 | |
| 7 |  QCOM Qualcomm Inc | $56.1M | 5.0% | 304K | New position | 2 of 8 | |
| 8 |  CVX Chevron Corp New | $52.6M | 4.7% | 317K | New position | 1 of 8 | |
| 9 |  HOOD Robinhood Mkts Inc | $51.4M | 4.5% | 513K | −3,300 (−1%) | 8 of 8 | |
| 10 |  CLS Celestica Inc | $39.4M | 3.5% | 108K | New position | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EWY Ishares Inc | $71.2M | 579K |
 GOOGL Alphabet Inc | $42.6M | 148K |
 META Meta Platforms Inc | $38.7M | 68K |
 LIN Linde PLC | $30.2M | 61K |
 DASH Doordash Inc | $27.2M | 181K |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tairen Capital 13F FAQ
What does Tairen Capital own?
Tairen Capital reported 44 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TSM (19.1%), AMD (8.8%) and LITE (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Tairen Capital buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 6 added to, 11 trimmed and 24 sold out. New positions include MRVL, QCOM and CVX. It sold all of EWY, GOOGL and META.
When will Tairen Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tairen Capital's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.