Ariose Capital Management as of Sept. 30, 2025
Portfolio Holdings for Ariose Capital Management
Ariose Capital Management holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.3 | $49M | 261k | 186.58 | |
| Joyy Ads Repstg Com A (JOYY) | 7.3 | $22M | 370k | 58.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $20M | 83k | 243.55 | |
| Coherent Corp (COHR) | 6.5 | $19M | 180k | 107.72 | |
| Unity Software (U) | 6.3 | $19M | 472k | 40.04 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 6.2 | $19M | 286k | 65.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.9 | $18M | 99k | 178.73 | |
| Lumentum Hldgs (LITE) | 5.3 | $16M | 98k | 162.71 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.3 | $13M | 87k | 148.59 | |
| Paypal Holdings (PYPL) | 4.3 | $13M | 193k | 67.06 | |
| Amazon (AMZN) | 4.3 | $13M | 59k | 219.57 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 3.2 | $9.5M | 339k | 28.13 | |
| Iqiyi Sponsored Ads (IQ) | 3.1 | $9.3M | 3.6M | 2.56 | |
| I Mab Sponsored Ads (IMAB) | 2.2 | $6.4M | 1.7M | 3.78 | |
| Finvolution Group Sponsored Ads (FINV) | 1.9 | $5.8M | 781k | 7.37 | |
| Ishares Silver Tr Ishares (SLV) | 1.9 | $5.7M | 135k | 42.37 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.9 | $5.7M | 40k | 143.18 | |
| Vor Biopharma Com New | 1.8 | $5.4M | 110k | 48.72 | |
| Yalla Group Ads (YALA) | 1.5 | $4.4M | 582k | 7.51 | |
| Mueller Industries (MLI) | 1.3 | $3.9M | 39k | 101.11 | |
| Sitime Corp (SITM) | 1.0 | $3.0M | 9.9k | 301.31 | |
| Weride Sponsored Ads (WRD) | 0.9 | $2.6M | 260k | 9.90 | |
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.8 | $2.3M | 45k | 51.93 | |
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $2.1M | 25k | 84.57 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.6 | $1.8M | 113k | 16.01 | |
| UnitedHealth (UNH) | 0.5 | $1.4M | 4.0k | 345.30 | |
| Zepp Health Corporation Sponsored Adr (ZEPP) | 0.4 | $1.3M | 28k | 45.78 | |
| Tempus Ai Cl A (TEM) | 0.4 | $1.2M | 15k | 80.71 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 0.4 | $1.2M | 65k | 18.15 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $1.2M | 8.5k | 138.52 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $1.1M | 1.5k | 718.54 | |
| Intel Corporation (INTC) | 0.4 | $1.1M | 32k | 33.55 | |
| Oklo Com Cl A (OKLO) | 0.3 | $930k | 8.3k | 111.63 | |
| Qfin Holdings American Dep (QFIN) | 0.3 | $909k | 32k | 28.78 | |
| TTM Technologies (TTMI) | 0.1 | $374k | 6.5k | 57.60 |
