Фонды
Tairen Capital
Ларри Чэнь и Терри Чжан
под управлением на дату подачи
1.13 млрд $
позиций
44
подана
13 августа 2026
| Тикер | Название | Доля | Δ снимка |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 19.1% | — |
| AMD | ADVANCED MICRO DEVICES INC | 8.78% | — |
| LITE | LUMENTUM HLDGS INC | 8.11% | — |
| MRVL | MARVELL TECHNOLOGY INC | 7.6% | — |
| GLW | CORNING INC | 6.64% | — |
| INTC | INTEL CORP | 5.79% | — |
| QCOM | QUALCOMM INC | 4.96% | — |
| CVX | CHEVRON CORPORATION | 4.65% | — |
| HOOD | ROBINHOOD MKTS INC | 4.54% | — |
| CLS | CELESTICA INC | 3.48% | — |
| AVGO | BROADCOM INC | 3.31% | — |
| MU | MICRON TECHNOLOGY INC | 3.24% | — |
| BKR | BAKER HUGHES COMPANY | 2.86% | — |
| CIEN | CIENA CORP | 1.5% | — |
| NOK | NOKIA CORP | 1.43% | — |
| TER | TERADYNE INC | 1.37% | — |
| XE | X-ENERGY INC | 1.03% | — |
| SLB | SLB LIMITED | 1.03% | — |
| TCOM | TRIP COM GROUP LTD | 0.97% | — |
| AXTI | AXT INC | 0.89% | — |
| SITM | SITIME CORP | 0.82% | — |
| ROOT | ROOT INC | 0.79% | — |
| BABA | ALIBABA GROUP HLDG LTD | 0.75% | — |
| KLIC | KULICKE & SOFFA INDS INC | 0.74% | — |
| BWXT | BWX TECHNOLOGIES INC | 0.69% | — |
| SMCI | SUPER MICRO COMPUTER INC | 0.62% | — |
| ONTO | ONTO INNOVATION INC | 0.59% | — |
| INIO | INNIO NV | 0.56% | — |
| SMTC | SEMTECH CORP | 0.53% | — |
| POET | POET TECHNOLOGIES INC | 0.49% | — |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.42% | — |
| SNAP | SNAP INC | 0.35% | — |
| BIDU | BAIDU INC | 0.26% | — |
| SNDK | SANDISK CORP | 0.24% | — |
| SDRL | SEADRILL LTD | 0.21% | — |
| RIG | TRANSOCEAN LTD | 0.19% | — |
| VAL | VALARIS LTD | 0.19% | — |
| SMCIP | SUPER MICRO COMPUTER INC | 0.09% | — |
| ASML | ASML HLDG NV | 0.06% | — |
| UMC | UNITED MICROELECTRONICS CORP | 0.04% | — |
| ORCL/PD | ORACLE CORP | 0.04% | — |
| AMAT | APPLIED MATLS INC | 0.03% | — |
| LRCX | LAM RESEARCH CORP | 0.02% | — |
| DDL | DINGDONG CAYMAN LTD | 0.01% | — |