Tairen Capital Ltd
HONG KONG K3 · SEC CIK 0001652062
$9.24亿2026Q1 申报市值
44持仓数
51.7%前十大占比 · 第一大 9.6%
16 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EWY 新建仓+$7,124.74万
TSM 加仓+$5,275.06万
MU 重新持有+$4,728.10万
META 新建仓+$3,865.31万
GLW 新建仓+$3,676.82万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$5,761.52万
GOOGL 减仓-$5,403.25万
LITE 减仓-$3,689.84万
NVDA 减仓-$3,613.57万
KLAC 清仓-$2,554.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $8,828.00万 | 9.55% | 261,307 | 139,951 | 115.3% | $4,728.10万 | 重新持有 |
| EWY | ISHARES INC | $7,124.74万 | 7.71% | 579,200 | 579,200 | — | $7,124.74万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,496.42万 | 5.95% | 162,640 | 156,090 | 2,383.1% | $5,275.06万 | 加仓 |
| GOOGL | ALPHABET INC | $4,261.64万 | 4.61% | 148,200 | -187,900 | -55.9% | -$5,403.25万 | 减仓 |
| META | META PLATFORMS INC | $3,865.31万 | 4.18% | 67,560 | 67,560 | — | $3,865.31万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $3,847.26万 | 4.16% | 54,745 | -52,505 | -49.0% | -$3,689.84万 | 减仓 |
| INTC | INTEL CORP | $3,762.52万 | 4.07% | 852,600 | 182,600 | 27.3% | $805.81万 | 加仓 |
| GLW | CORNING INC | $3,676.82万 | 3.98% | 270,414 | 270,414 | — | $3,676.82万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $3,577.63万 | 3.87% | 516,252 | -10,078 | -1.9% | -$69.84万 | 减仓 |
| SNDK | SANDISK CORP | $3,333.31万 | 3.61% | 52,465 | -90,684 | -63.3% | -$5,761.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,263.02万 | 3.53% | 160,400 | 98,500 | 159.1% | $2,003.79万 | 重新持有 |
| LIN | LINDE PLC | $3,019.18万 | 3.27% | 60,900 | 19,100 | 45.7% | $946.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,992.07万 | 3.24% | 140,039 | 132,689 | 1,805.3% | $2,835.03万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $2,980.06万 | 3.22% | 488,135 | 488,135 | — | $2,980.06万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2,966.74万 | 3.21% | 86,800 | 86,800 | — | $2,966.74万 | 新建仓 |
| ASML | ASML HLDG NV | $2,773.74万 | 3.00% | 21,000 | 4,530 | 27.5% | $598.34万 | 加仓 |
| DASH | DOORDASH INC | $2,724.32万 | 2.95% | 181,440 | 140,800 | 346.5% | $2,114.11万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,321.01万 | 2.51% | 185,000 | -55,876 | -23.2% | -$701.02万 | 重新持有 |
| RBLX | ROBLOX CORP | $1,792.39万 | 1.94% | 316,900 | -8,185 | -2.5% | -$46.29万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,624.75万 | 1.76% | 107,400 | 107,400 | — | $1,624.75万 | 新建仓 |
| MKSI | MKS INC. | $1,574.20万 | 1.70% | 68,500 | 68,500 | — | $1,574.20万 | 新建仓 |
| TER | TERADYNE INC | $1,567.89万 | 1.70% | 52,887 | -59,426 | -52.9% | -$1,761.74万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,547.57万 | 1.67% | 203,200 | -219,800 | -52.0% | -$1,674.00万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,417.50万 | 1.53% | 50,200 | 50,200 | — | $1,417.50万 | 新建仓 |
| SLB | SLB LIMITED | $1,284.75万 | 1.39% | 250,000 | 250,000 | — | $1,284.75万 | 新建仓 |
| COHR | COHERENT CORP | $1,191.05万 | 1.29% | 50,000 | -30,650 | -38.0% | -$730.11万 | 减仓 |
| WAB | WABTEC | $1,044.47万 | 1.13% | 41,794 | -9,000 | -17.7% | -$224.92万 | 减仓 |
| RMBS | RAMBUS INC DEL | $1,032.36万 | 1.12% | 120,000 | 16,927 | 16.4% | $145.62万 | 重新持有 |
| TCOM | TRIP COM GROUP LTD | $933.56万 | 1.01% | 187,500 | -295,510 | -61.2% | -$1,471.34万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $879.46万 | 0.95% | 155,300 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $779.80万 | 0.84% | 200,000 | 200,000 | — | $779.80万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $752.00万 | 0.81% | 8,400 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $723.76万 | 0.78% | 41,500 | -207,200 | -83.3% | -$3,613.57万 | 减仓 |
| SNAP | SNAP INC | $722.20万 | 0.78% | 1,570,000 | 500,000 | 46.7% | $230.00万 | 加仓 |
| U | UNITY SOFTWARE INC | $721.53万 | 0.78% | 328,865 | -114,900 | -25.9% | -$252.09万 | 减仓 |
| ROOT | ROOT INC | $710.24万 | 0.77% | 160,798 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $483.87万 | 0.52% | 57,000 | 57,000 | — | $483.87万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $337.43万 | 0.37% | 10,456 | 10,456 | — | $337.43万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $320.26万 | 0.35% | 3,000 | -10,050 | -77.0% | -$1,072.88万 | 重新持有 |
| ENTG | ENTEGRIS INC | $117.24万 | 0.13% | 10,000 | 10,000 | — | $117.24万 | 新建仓 |
| GOOG | ALPHABET INC | $22.95万 | 0.02% | 800 | -26,820 | -97.1% | -$769.36万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $20.34万 | 0.02% | 830 | 830 | — | $20.34万 | 新建仓 |
| VNET | VNET GROUP INC | $9.15万 | 0.01% | 10,900 | 10,900 | — | $9.15万 | 新建仓 |
| DDL | DINGDONG CAYMAN LTD | $8.48万 | 0.01% | 33,000 | 33,000 | — | $8.48万 | 新建仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -21,020 | -100.0% | -$2,554.10万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -52,708 | -100.0% | -$2,475.80万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -99,777 | -100.0% | -$2,272.12万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -105,600 | -100.0% | -$2,194.47万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -53,068 | -100.0% | -$2,129.62万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -177,200 | -100.0% | -$2,009.27万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -34,100 | -100.0% | -$1,980.22万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -144,800 | -100.0% | -$1,969.14万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -116,827 | -100.0% | -$1,892.13万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$1,703.39万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -103,233 | -100.0% | -$1,661.74万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -27,600 | -100.0% | -$1,158.34万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -50,792 | -100.0% | -$1,133.83万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -32,800 | -100.0% | -$1,128.65万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -48,100 | -100.0% | -$1,075.95万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,056.78万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -15,080 | -100.0% | -$1,016.12万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -260,200 | -100.0% | -$972.37万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -66,300 | -100.0% | -$953.99万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -55,213 | -100.0% | -$918.52万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -71,300 | -100.0% | -$909.57万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -80,000 | -100.0% | -$555.04万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$536.08万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -46,600 | -100.0% | -$488.00万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$442.80万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$361.82万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -83,275 | -100.0% | -$330.02万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -26,150 | -100.0% | -$97.67万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -16,290 | -100.0% | -$92.23万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$55.20万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,820 | -100.0% | -$50.12万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -6,500 | -100.0% | -$25.66万 | 清仓 |
| PONY | PONY AI INC | $0 | 0.00% | 0 | -15,760 | -100.0% | -$22.85万 | 清仓 |