Stock Taper 
TAIREN CAPITAL LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Celestica Inc. | CLS | 108K | $39.4M |
 Lumentum Holdings Inc. | LITE | 106.96K | $91.78M |
 Broadcom Inc. | AVGO | 99.16K | $37.46M |
 Alibaba Group Holding Limited | BABA | 88K | $8.45M |
 Kulicke and Soffa Industries, Inc. | KLIC | 62.79K | $8.4M |
 Seadrill Limited | SDRL | 61.6K | $2.33M |
 BWX Technologies, Inc. | BWXT | 40K | $7.79M |
 Semtech Corporation | SMTC | 37.1K | $6M |
 Ciena Corporation | CIEN | 34.72K | $17.03M |
 Teradyne, Inc. | TER | 32K | $15.48M |
 Micron Technology, Inc. | MU | 31.8K | $36.71M |
 Valaris Limited | VAL | 29.8K | $2.16M |
 Baidu, Inc. | BIDU | 26.2K | $2.99M |
 Onto Innovation Inc. | ONTO | 17.5K | $6.62M |
 United Microelectronics Corporation | UMC | 17.27K | $469.92K |
 SiTime Corporation | SITM | 12.5K | $9.32M |
 Sandisk Corporation | SNDK | 1.21K | $2.74M |
 Lam Research Corporation | LRCX | 600 | $260K |
 Applied Materials, Inc. | AMAT | 400 | $289.2K |
 ASML Holding N.V. | ASML | 345 | $686.36K |