Ariose Capital Management Ltd
CIK 1665925 · Holdings on Mar 31, 2026 · First reported Apr 28, 2026
Top ten holdings
Q1 2026- AXTI26.23%
- STX25.41%
- GLW11.57%
- VICR7.87%
- DQ6.53%
- AAOI5.91%
- NOK3.23%
- SGML2.57%
- CCJ2.51%
- URA2.50%
Share classes counted separately94.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight decreased · -19.37 pp20.35% → 0.98%Shares -317.30K (-97.42%)
- JOYYWeight decreased · -6.57 pp8.24% → 1.67%Shares -337.16K (-88.76%)
- DQWeight increased · +2.01 pp4.52% → 6.53%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 15
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AXTIAXT INC View history and evidence | $39.06M | 26.23% | 685.52K shares | Prior unavailable +685.52K | New | ↗▾ |
| 02 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $37.84M | 25.41% | 96.60K shares | Prior unavailable +96.60K | New | ↗▾ |
| 03 | GLWCORNING INC View history and evidence | $17.23M | 11.57% | 126.73K shares | Prior unavailable +126.73K | New | ↗▾ |
| 04 | VICRVICOR CORP View history and evidence | $11.72M | 7.87% | 72.79K shares | Prior unavailable +72.79K | New | ↗▾ |
| 05 | DQDAQO NEW ENERGY CORP-ADRSPNSRD ADS NEW View history and evidence | $9.72M | 6.53% | 457.15K shares | 4.52% → 6.53%+2.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | AAOIAPPLIED OPTOELECTRONICS INC View history and evidence | $8.80M | 5.91% | 104.00K shares | Prior unavailable +104.00K | New | ↗▾ |
| 07 | NOKNOKIA CORP-SPON ADRSPONSORED ADR View history and evidence | $4.81M | 3.23% | 598.09K shares | Prior unavailable +598.09K | New | ↗▾ |
| 08 | SGMLSIGMA LITHIUM CORP View history and evidence | $3.83M | 2.57% | 310.08K shares | Prior unavailable +310.08K | New | ↗▾ |
| 09 | CCJCAMECO CORP View history and evidence | $3.74M | 2.51% | 34.46K shares | Prior unavailable +34.46K | New | ↗▾ |
| 10 | URAGLOBAL X URANIUM ETFGLOBAL X URANIUM View history and evidence | $3.72M | 2.50% | 76.90K shares | Prior unavailable +76.90K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Non-derivative | -218,887 | -$68.69M | SEC filing ↗ | SEC filing ↗ |
| U UNITY SOFTWARE INC | Non-derivative | -924,583 | -$40.84M | SEC filing ↗ | SEC filing ↗ |
| TER TERADYNE INC | Non-derivative | -166,627 | -$32.25M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665925 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148910465
}Take these holdings further.
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