Ariose Capital Management Ltd
- SEC CIK
- 0001665925
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 28, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 15
- +1 vs. Q4 2025
- Portfolio value
- $148.9M
- −$149.6M (−50.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AXTIAxt Inc | COM | 685,524 | $39.1M | 26.2% | +685,524 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 96,600 | $37.8M | 25.4% | +96,600 | New | History |
| GLWCorning Inc | COM | 126,729 | $17.2M | 11.6% | +126,729 | New | History |
| VICRVicor Corp | COM | 72,788 | $11.7M | 7.9% | +72,788 | New | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 457,155 | $9.72M | 6.5% | 00.0% | Unchanged | History |
| AAOIApplied Optoelectronics, Inc. | COM | 104,000 | $8.80M | 5.9% | +104,000 | New | History |
| NOKNokia Corp | SPONSORED ADR | 598,086 | $4.81M | 3.2% | +598,086 | New | History |
| SGMLSigma Lithium Corp | Stock | 310,076 | $3.83M | 2.6% | +310,076 | New | History |
| CCJCameco Corp | Stock | 34,460 | $3.74M | 2.5% | +34,460 | New | History |
| Global X Uranium ETF37954Y871 | ETF | 76,900 | $3.72M | 2.5% | +76,900 | New | – |
| JOYYJOYY Inc. | ADS REPSTG COM A | 42,677 | $2.49M | 1.7% | −337,160−88.8% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 2,784 | $1.96M | 1.3% | +2,784 | New | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 29,040 | $1.83M | 1.2% | +29,040 | New | – |
| NVDANVIDIA Corp | Stock | 8,400 | $1.46M | 1.0% | −317,300−97.4% | Reduced | History |
| YALAYalla Group Ltd | ADS | 109,934 | $684.9K | 0.5% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (10)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 218,887 | $68.7M | 23.0% | History |
| UUnity Software Inc. | COM | 924,583 | $40.8M | 13.7% | History |
| TERTeradyne, Inc | Stock | 166,627 | $32.3M | 10.8% | History |
| NFLXNetflix Inc | Stock | 189,900 | $17.8M | 6.0% | History |
| KLACKLA Corp | COM NEW | 13,300 | $16.2M | 5.4% | History |
| SLViShares Silver Trust | ETF | 146,200 | $9.42M | 3.2% | History |
| NBPNovaBridge Biosciences | SPONSORED ADS | 1,363,515 | $5.43M | 1.8% | History |
| CAMTCamtek Ltd | ORD | 36,700 | $3.90M | 1.3% | History |
| MLIMueller Industries Inc | COM | 33,212 | $3.81M | 1.3% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 31,574 | $608.4K | 0.2% | History |