Ariose Capital Management Ltd 13F Holdings

CIK 0001665925 · CENTRAL, HONG KONG, K3

As of Sep 30, 2025, Ariose Capital Management Ltd reported 35 positions worth $298.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology260,500$48.6M16.30%
JOYY INCJOYYCommunication Services370,437$21.7M7.28%
ALPHABET INCGOOGLEquity82,655$20.1M6.75%
COHERENT CORPCOHRTechnology180,305 9.4M6.51%
UNITY SOFTWARE INCUTechnology471,600 8.9M6.33%
ISHARES BITCOIN TRUST ETFIBIT—285,825 8.6M6.23%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical99,175 7.7M5.94%
LUMENTUM HOLDINGS INCLITETechnology97,609 5.9M5.33%
SHOPIFY INCSHOPTechnology87,200 3.0M4.35%
PAYPAL HOLDINGS INCPYPLFinancial Services193,100 2.9M4.34%
AMAZON.COM INCAMZNEquity58,512 2.8M4.31%
DAQO NEW ENERGY CORPDQTechnology338,655$9.5M3.19%
IQIYI INCIQCommunication Services3,649,847$9.3M3.13%
I MABNBPHealthcare1,704,393$6.4M2.16%
FINVOLUTION GROUPFINVFinancial Services780,955$5.8M1.93%
ISHARES SILVER TRUSTSLV—134,900$5.7M1.92%
ROBINHOOD MARKETS INC - AHOODEquity39,700$5.7M1.91%
VOR BIOPHARMA INCVORHealthcare110,173$5.4M1.80%
YALLA GROUP LTDYALATechnology582,234$4.4M1.47%
MUELLER INDUSTRIES INCMLIIndustrials38,612$3.9M1.31%
SITIME CORPSITMTechnology9,871$3.0M1.00%
WERIDE INCWRDTechnology259,514$2.6M0.86%
BITMINE IMMERSION TECNOLOGIEBMNR—44,927$2.3M0.78%
BLOOM ENERGY CORPBEIndustrials24,850$2.1M0.70%
NU HOLDINGS LTDNUFinancial Services113,200 .8M0.61%