Tairen Capital Ltd
HONG KONG K3 · SEC CIK 0001652062
$11.32亿2026Q2 申报市值
44持仓数
73.6%前十大占比 · 第一大 19.1%
20 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 加仓+$1.39亿
MRVL 重新持有+$7,809.01万
QCOM 新建仓+$5,611.91万
CVX 新建仓+$5,261.22万
LITE 加仓+$4,480.36万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2.65亿
SNDK 减仓-$1.17亿
EWY 清仓-$7,124.74万
AMAT 减仓-$6,246.72万
LRCX 减仓-$6,042.31万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC | $0 | 0.00% | 0 | -579,200 | -100.0% | -$7,124.74万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -148,200 | -100.0% | -$4,261.64万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -67,560 | -100.0% | -$3,865.31万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -60,900 | -100.0% | -$3,019.18万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -181,440 | -100.0% | -$2,724.32万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -316,900 | -100.0% | -$1,792.39万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -107,400 | -100.0% | -$1,624.75万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -68,500 | -100.0% | -$1,574.20万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -203,200 | -100.0% | -$1,547.57万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -50,200 | -100.0% | -$1,417.50万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,191.05万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -41,794 | -100.0% | -$1,044.47万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -120,000 | -100.0% | -$1,032.36万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -200,000 | -100.0% | -$779.80万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -8,400 | -100.0% | -$752.00万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -41,500 | -100.0% | -$723.76万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -328,865 | -100.0% | -$721.53万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -57,000 | -100.0% | -$483.87万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -10,456 | -100.0% | -$337.43万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$320.26万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$117.24万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -800 | -100.0% | -$22.95万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -830 | -100.0% | -$20.34万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -10,900 | -100.0% | -$9.15万 | 清仓 |
| DDL | DINGDONG CAYMAN LTD | $6.37万 | 0.01% | 33,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.00万 | 0.02% | 600 | -139,439 | -99.6% | -$6,042.31万 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.92万 | 0.03% | 400 | -86,400 | -99.5% | -$6,246.72万 | 减仓 |
| — | ORACLE CORP | $44.95万 | 0.04% | 10,000 | 10,000 | — | $44.95万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $46.99万 | 0.04% | 17,270 | 17,270 | — | $46.99万 | 新建仓 |
| ASML | ASML HLDG NV | $68.64万 | 0.06% | 345 | -20,655 | -98.4% | -$4,109.19万 | 减仓 |
| — | SUPER MICRO COMPUTER INC | $103.92万 | 0.09% | 20,000 | 20,000 | — | $103.92万 | 新建仓 |
| VAL | VALARIS LTD | $216.35万 | 0.19% | 29,800 | 29,800 | — | $216.35万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $217.65万 | 0.19% | 445,100 | 445,100 | — | $217.65万 | 新建仓 |
| SDRL | SEADRILL LTD | $232.97万 | 0.21% | 61,600 | 61,600 | — | $232.97万 | 新建仓 |
| SNDK | SANDISK CORP | $273.98万 | 0.24% | 1,205 | -51,260 | -97.7% | -$1.17亿 | 减仓 |
| BIDU | BAIDU INC | $299.44万 | 0.26% | 26,200 | 26,200 | — | $299.44万 | 新建仓 |
| SNAP | SNAP INC | $399.82万 | 0.35% | 900,500 | -669,500 | -42.6% | -$297.26万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $471.50万 | 0.42% | 102,700 | -52,600 | -33.9% | -$241.49万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $555.12万 | 0.49% | 540,000 | 540,000 | — | $555.12万 | 新建仓 |
| SMTC | SEMTECH CORP | $600.46万 | 0.53% | 37,100 | 29,000 | 358.0% | $469.37万 | 重新持有 |
| INIO | INNIO NV | $629.37万 | 0.56% | 159,132 | 159,132 | — | $629.37万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $662.29万 | 0.59% | 17,500 | 17,500 | — | $662.29万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $698.93万 | 0.62% | 238,300 | 238,300 | — | $698.93万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $778.60万 | 0.69% | 40,000 | 40,000 | — | $778.60万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $839.83万 | 0.74% | 62,786 | 62,786 | — | $839.83万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $844.62万 | 0.75% | 88,000 | -97,000 | -52.4% | -$931.01万 | 减仓 |
| ROOT | ROOT INC | $899.18万 | 0.79% | 160,798 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $931.95万 | 0.82% | 12,500 | 12,500 | — | $931.95万 | 新建仓 |
| AXTI | AXT INC | $1,009.12万 | 0.89% | 140,000 | 140,000 | — | $1,009.12万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $1,092.52万 | 0.97% | 274,227 | 86,727 | 46.3% | $345.52万 | 加仓 |
| SLB | SLB LIMITED | $1,162.25万 | 1.03% | 250,000 | 0 | 0.0% | — | 不变 |
| XE | X-ENERGY INC | $1,167.70万 | 1.03% | 636,000 | 636,000 | — | $1,167.70万 | 新建仓 |
| TER | TERADYNE INC | $1,548.29万 | 1.37% | 32,000 | -20,887 | -39.5% | -$1,010.60万 | 减仓 |
| NOK | NOKIA CORP | $1,614.74万 | 1.43% | 1,215,920 | 1,215,920 | — | $1,614.74万 | 新建仓 |
| CIEN | CIENA CORP | $1,703.22万 | 1.50% | 34,720 | 34,720 | — | $1,703.22万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $3,241.17万 | 2.86% | 583,995 | 95,860 | 19.6% | $532.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,671.22万 | 3.24% | 31,805 | -229,502 | -87.8% | -$2.65亿 | 减仓 |
| AVGO | BROADCOM INC | $3,745.77万 | 3.31% | 99,160 | 38,948 | 64.7% | $1,471.26万 | 重新持有 |
| CLS | CELESTICA INC | $3,939.84万 | 3.48% | 108,000 | 21,900 | 25.4% | $798.91万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $5,143.88万 | 4.54% | 512,952 | -3,300 | -0.6% | -$33.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,261.22万 | 4.65% | 317,400 | 317,400 | — | $5,261.22万 | 新建仓 |
| QCOM | QUALCOMM INC | $5,611.91万 | 4.96% | 303,691 | 303,691 | — | $5,611.91万 | 新建仓 |
| INTC | INTEL CORP | $6,553.39万 | 5.79% | 469,340 | -383,260 | -45.0% | -$5,351.46万 | 减仓 |
| GLW | CORNING INC | $7,513.96万 | 6.64% | 294,169 | 23,755 | 8.8% | $606.77万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8,605.45万 | 7.60% | 288,880 | 262,144 | 980.5% | $7,809.01万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $9,177.81万 | 8.11% | 106,960 | 52,215 | 95.4% | $4,480.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,939.37万 | 8.78% | 171,100 | 10,700 | 6.7% | $621.57万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.16亿 | 19.10% | 452,800 | 290,160 | 178.4% | $1.39亿 | 加仓 |