Ariose Capital Management

Latest statistics and disclosures from Ariose Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ACMR, VIPS, EDU, LI, BABA, and represent 61.96% of Ariose Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: VIPS (+$36M), EDU (+$31M), LI (+$30M), ACMR (+$24M), BEKE (+$21M), TAL (+$10M), JD (+$8.4M), AMD, GOOGL, NOC.
  • Started 10 new stock positions in EDU, JD, NOC, GOOGL, TAL, AMD, LI, BEKE, CAN, VIPS.
  • Reduced shares in these 5 stocks: TCOM (-$32M), TSLA (-$15M), BABA (-$14M), NTES (-$13M), LMT (-$8.0M).
  • Sold out of its positions in LMT, TCOM.
  • Ariose Capital Management was a net buyer of stock by $88M.
  • Ariose Capital Management has $256M in assets under management (AUM), dropping by 45.12%.
  • Central Index Key (CIK): 0001665925

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Portfolio Holdings for Ariose Capital Management

Ariose Capital Management holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Acm Resh Com Cl A (ACMR) 15.1 $39M +163% 2.0M 19.54
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Vipshop Hldgs Sponsored Ads A (VIPS) 13.8 $36M NEW 2.0M 17.76
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New Oriental Ed & Technology Spon Adr (EDU) 11.9 $31M NEW 418k 73.28
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Li Auto Sponsored Ads (LI) 11.5 $30M NEW 790k 37.43
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Alibaba Group Hldg Sponsored Ads (BABA) 9.6 $25M -36% 316k 77.51
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Ke Hldgs Sponsored Ads (BEKE) 8.3 $21M NEW 1.3M 16.21
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Daqo New Energy Corp Spnsrd Ads New (DQ) 8.3 $21M 800k 26.60
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Netease Sponsored Ads (NTES) 6.9 $18M -42% 190k 93.16
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Tal Education Group Sponsored Ads (TAL) 4.0 $10M NEW 812k 12.63
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Jd.com Spon Adr Cl A (JD) 3.3 $8.4M NEW 289k 28.89
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Tesla Motors (TSLA) 2.2 $5.7M -72% 23k 248.48
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Advanced Micro Devices (AMD) 1.3 $3.4M NEW 23k 147.41
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.1M NEW 22k 139.69
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Northrop Grumman Corporation (NOC) 1.1 $2.8M NEW 6.0k 468.14
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Hollysys Automation Tchngy L SHS (HOLI) 0.6 $1.6M 60k 26.35
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Canaan Sponsored Ads (CAN) 0.4 $1.1M NEW 459k 2.31
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Atour Lifestyle Hldgs Sponsored Ads (ATAT) 0.4 $1.0M 59k 17.36
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Past Filings by Ariose Capital Management

SEC 13F filings are viewable for Ariose Capital Management going back to 2015

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