Ariose Capital Management
Latest statistics and disclosures from Ariose Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AXTI, STX, GLW, VICR, DQ, and represent 77.62% of Ariose Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AXTI (+$39M), STX (+$38M), GLW (+$17M), VICR (+$12M), AAOI (+$8.8M), NOK, SGML, CCJ, URA, LITE.
- Started 11 new stock positions in SGML, URNM, STX, NOK, AAOI, URA, VICR, AXTI, CCJ, LITE. GLW.
- Reduced shares in these 10 stocks: GOOGL (-$69M), NVDA (-$55M), U (-$41M), TER (-$32M), JOYY (-$20M), NFLX (-$18M), KLAC (-$16M), , NBP (-$5.4M), .
- Sold out of its positions in GOOGL, NBP, SLV, KLAC, MLI, NFLX, TER, QFIN, U, CAMT.
- Ariose Capital Management was a net seller of stock by $-139M.
- Ariose Capital Management has $149M in assets under management (AUM), dropping by -50.11%.
- Central Index Key (CIK): 0001665925
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Portfolio Holdings for Ariose Capital Management
Ariose Capital Management holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Axt (AXTI) | 26.2 | $39M | NEW | 686k | 56.98 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 25.4 | $38M | NEW | 97k | 391.76 |
|
| Corning Incorporated (GLW) | 11.6 | $17M | NEW | 127k | 135.97 |
|
| Vicor Corporation (VICR) | 7.9 | $12M | NEW | 73k | 161.00 |
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 6.5 | $9.7M | 457k | 21.27 |
|
|
| Applied Optoelectronics (AAOI) | 5.9 | $8.8M | NEW | 104k | 84.59 |
|
| Nokia Corp Sponsored Adr (NOK) | 3.2 | $4.8M | NEW | 598k | 8.04 |
|
| Sigma Lithium Corporation (SGML) | 2.6 | $3.8M | NEW | 310k | 12.34 |
|
| Cameco Corporation (CCJ) | 2.5 | $3.7M | NEW | 35k | 108.61 |
|
| Global X Fds Global X Uranium (URA) | 2.5 | $3.7M | NEW | 77k | 48.43 |
|
| Joyy Ads Repstg Com A (JOYY) | 1.7 | $2.5M | -88% | 43k | 58.39 |
|
| Lumentum Hldgs (LITE) | 1.3 | $2.0M | NEW | 2.8k | 702.76 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 1.2 | $1.8M | NEW | 29k | 63.15 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.5M | -97% | 8.4k | 174.40 |
|
| Yalla Group Ads (YALA) | 0.5 | $685k | 110k | 6.23 |
|
Past Filings by Ariose Capital Management
SEC 13F filings are viewable for Ariose Capital Management going back to 2015
- Ariose Capital Management 2026 Q1 filed April 28, 2026
- Ariose Capital Management 2025 Q4 filed Jan. 29, 2026
- Ariose Capital Management 2025 Q3 filed Oct. 21, 2025
- Ariose Capital Management 2025 Q2 filed July 17, 2025
- Ariose Capital Management 2025 Q1 filed April 30, 2025
- Ariose Capital Management 2024 Q4 filed Jan. 16, 2025
- Ariose Capital Management 2024 Q3 filed Oct. 22, 2024
- Ariose Capital Management 2024 Q2 filed July 25, 2024
- Ariose Capital Management 2024 Q1 filed April 30, 2024
- Ariose Capital Management 2023 Q4 filed Jan. 16, 2024
- Ariose Capital Management 2023 Q3 filed Oct. 26, 2023
- Ariose Capital Management 2023 Q2 filed July 20, 2023
- Ariose Capital Management 2023 Q1 filed May 3, 2023
- Ariose Capital Management 2022 Q4 filed Jan. 20, 2023
- Ariose Capital Management 2022 Q3 filed Oct. 24, 2022
- Ariose Capital Management 2022 Q2 filed Aug. 9, 2022