Tairen Capital LTD Portfolio Holdings by Sector

Tairen Capital LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical PDD AMZN 2 stocks	$1.06 Million 37.93% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$588,952 21.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML LRCX KLAC TER 4 stocks	$486,986 17.48% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$482,307 17.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL SNAP 3 stocks	$104,906 3.76% of portfolio	2	1	2	-	0 Calls 0 Puts
Software—Application \| Technology CRM SHOP HUBS INTU U MNDY ZI 7 stocks	$35,487 1.27% of portfolio	6	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE CRDO 2 stocks	$11,548 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$8,657 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs BIL 1 stocks	$5,020 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$3,475 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB TCOM 2 stocks	$1,894 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES 1 stocks	$435 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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