Ariose Capital Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$148.9M
Q ending 2026-03-31
Prior quarter
$298.5M
Q ending 2025-12-31
Change
-50.1% QoQ · +63.2% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Axt Inc | AXTI | Shares | $39.1M | 686K |
| Seagate Technology Hldngs Pl | Shares | $37.8M | 97K | |
| Corning Inc | GLW | Shares | $17.2M | 127K |
| Vicor Corp | VICR | Shares | $11.7M | 73K |
| Daqo New Energy Corp | DQ | Shares | $9.7M | 457K |
| Applied Optoelectronics Inc | AAOI | Shares | $8.8M | 104K |
| Nokia Corp | NOK | Shares | $4.8M | 598K |
| Sigma Lithium Corporation | SGML | Shares | $3.8M | 310K |
| Cameco Corp | CCJ | Shares | $3.7M | 34K |
| Global X Fds | URA | Shares | $3.7M | 77K |
| Joyy Inc | JOYY | Shares | $2.5M | 43K |
| Lumentum Hldgs Inc | LITE | Shares | $2.0M | 3K |
| Sprott Fds Tr | URNM | Shares | $1.8M | 29K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 8K |
| Yalla Group Ltd | YALA | Shares | $685K | 110K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.