Ariose Capital Management Ltd
Net seller this quarter
$234M
18
-$29.6M
79.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $51.8M | 22.14% | 0.02% | New | Q2 2026 |
 STX | $26.6M | 11.38% | 0.01% | -71.4% | Q1 2026 |
 AMD | $23.2M | 9.93% | 0.00% | Not reported | Q1 2020 |
 MRVL | $22.2M | 9.47% | 0.01% | Not reported | Q4 2024 |
 BWXT | $13.9M | 5.95% | 0.08% | New | Q2 2026 |
 DQ | $12.8M | 5.46% | 0.28% | +108.7% | Q4 2020 |
 AMAT | $10.3M | 4.38% | 0.00% | Not reported | Q1 2019 |
 BIDU | $9.59M | 4.10% | Not reported | Not reported | Q3 2016 |
 STM | $7.55M | 3.23% | 0.01% | New | Q2 2026 |
 VECO | $7.25M | 3.10% | 0.16% | New | Q2 2026 |
 POWI | $5.58M | 2.38% | 0.12% | New | Q2 2026 |
 TSM | $5.44M | 2.33% | 0.00% | New | Q2 2026 |
 NVTS | $5.03M | 2.15% | 0.15% | New | Q2 2026 |
 VIAV | $5.02M | 2.15% | 0.04% | New | Q2 2026 |
 SMTC | $4.69M | 2.00% | 0.03% | New | Q2 2026 |
 SGML | $3.92M | 1.68% | 0.28% | Not reported | Q1 2026 |
 JOYY | $1.41M | 0.60% | Not reported | -50.0% | Q2 2020 |
 INTC | $1.05M | 0.45% | 0.00% | Not reported | Q3 2020 |
| Q1 2026 | |||||
 AXTI | $39.1M | 26.23% | 1.23% | New | Q1 2026 |
| STX | $37.8M | 25.41% | 0.04% | New | Q1 2026 |
 GLW | $17.2M | 11.57% | 0.01% | New | Q1 2026 |
 VICR | $11.7M | 7.87% | 0.62% | New | Q1 2026 |
| DQ | $9.72M | 6.53% | 0.14% | Not reported | Q4 2020 |
 AAOI | $8.8M | 5.91% | 0.13% | New | Q1 2026 |
 NOK | $4.81M | 3.23% | 0.01% | New | Q1 2026 |
| SGML | $3.83M | 2.57% | 0.28% | New | Q1 2026 |
 CCJ | $3.74M | 2.51% | 0.01% | New | Q1 2026 |
| JOYY | $2.49M | 1.67% | Not reported | -88.8% | Q2 2020 |
 LITE | $1.96M | 1.31% | 0.00% | Not reported | Q3 2025 |
 NVDA | $1.46M | 0.98% | 0.00% | -97.4% | Q3 2017 |
 YALA | $685K | 0.46% | 0.15% | Not reported | Q2 2025 |
| Q4 2025 | |||||
 GOOGL | $68.7M | 23.01% | 0.00% | +164.8% | Q4 2023 |
| NVDA | $60.7M | 20.35% | 0.00% | +25.0% | Q3 2017 |
 U | $40.8M | 13.68% | 0.21% | +96.1% | Q2 2023 |
 TER | $32.3M | 10.80% | 0.11% | New | Q4 2025 |
| JOYY | $24.6M | 8.24% | Not reported | +2.5% | Q2 2020 |
 NFLX | $17.8M | 5.96% | 0.00% | Not reported | Q1 2020 |
 KLAC | $16.2M | 5.41% | 0.01% | New | Q4 2025 |
| DQ | $13.5M | 4.52% | 0.14% | +35.0% | Q4 2020 |
 SLV | $9.42M | 3.16% | 0.03% | +8.4% | Q2 2025 |
 NBP | $5.43M | 1.82% | 0.51% | -20.0% | Q2 2025 |
 CAMT | $3.9M | 1.31% | 0.08% | New | Q4 2025 |
 MLI | $3.81M | 1.28% | 0.01% | -14.0% | Q3 2025 |
| YALA | $763K | 0.26% | 0.15% | -81.1% | Q2 2025 |
 QFIN | $608K | 0.20% | 0.01% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| NVDA | $48.6M | 16.30% | 0.00% | +171.1% | Q3 2017 |
| JOYY | $21.7M | 7.28% | Not reported | +375.9% | Q2 2020 |
| GOOGL | $20.1M | 6.75% | 0.00% | -38.8% | Q4 2023 |
 COHR | $19.4M | 6.51% | 0.12% | New | Q3 2025 |
| U | $18.9M | 6.33% | 0.11% | Not reported | Q2 2023 |
| IBIT | $18.6M | 6.23% | 0.02% | Not reported | Q2 2024 |
 BABA | $17.7M | 5.94% | 0.00% | Not reported | Q1 2016 |
| LITE | $15.9M | 5.33% | 0.14% | New | Q3 2025 |
 SHOP | $13M | 4.35% | 0.02% | New | Q3 2025 |
 PYPL | $12.9M | 4.34% | 0.02% | +347.0% | Q2 2020 |
 AMZN | $12.8M | 4.31% | 0.00% | Not reported | Q1 2020 |
| DQ | $9.53M | 3.19% | 0.10% | Not reported | Q4 2020 |
 IQ | $9.34M | 3.13% | 1.07% | Not reported | Q1 2018 |
| NBP | $6.44M | 2.16% | 0.64% | +1667.0% | Q2 2025 |
 FINV | $5.76M | 1.93% | Not reported | New | Q3 2025 |
| SLV | $5.72M | 1.92% | 0.03% | -55.5% | Q2 2025 |
 HOOD | $5.68M | 1.91% | 0.02% | New | Q3 2025 |
 VOR | $5.37M | 1.80% | 1.22% | New | Q3 2025 |
| YALA | $4.37M | 1.47% | 0.79% | +3.0% | Q2 2025 |
| MLI | $3.9M | 1.31% | 0.03% | New | Q3 2025 |
 SITM | $2.97M | 1.00% | 0.04% | New | Q3 2025 |
 WRD | $2.57M | 0.86% | Not reported | New | Q3 2025 |
 BMNR | $2.33M | 0.78% | 0.02% | New | Q3 2025 |
 BE | $2.1M | 0.70% | 0.01% | New | Q3 2025 |
 NU | $1.81M | 0.61% | Not reported | New | Q3 2025 |
 UNH | $1.38M | 0.46% | 0.00% | New | Q3 2025 |
 ZEPP | $1.27M | 0.43% | 0.12% | New | Q3 2025 |
 TEM | $1.22M | 0.41% | Not reported | New | Q3 2025 |
 HMY | $1.18M | 0.40% | 0.01% | New | Q3 2025 |
 RBLX | $1.18M | 0.39% | 0.00% | Not reported | Q2 2021 |
 APP | $1.08M | 0.36% | 0.00% | New | Q3 2025 |
| INTC | $1.07M | 0.36% | 0.00% | -67.1% | Q3 2020 |
 OKLO | $930K | 0.31% | 0.01% | New | Q3 2025 |
| QFIN | $909K | 0.30% | 0.01% | New | Q3 2025 |
 TTMI | $374K | 0.13% | 0.01% | New | Q3 2025 |