Tairen Capital LTD - Q12026 Holdings

Tairen Capital LTD holds 44 stocks with a total portfolio value of $ 924.33M as of Q12026. In Q12026, Tairen Capital LTD added 22 new positions, increased stakes in 6 stocks, reduced 13 holdings, and fully exited 37 positions. The largest holding is Micron Technology Inc (MU), representing 9.55% of the total portfolio.