Institutions / Ariose Capital Management Ltd
Ariose Capital Management Ltd
CIK 1665925 · Institution · as of Dec 31, 2025
Portfolio value
$298.50M
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $68.69M | 23.0% |
| NVIDIA Corp | $60.74M | 20.3% |
| Unity Software Inc. | $40.84M | 13.7% |
| Teradyne, Inc | $32.25M | 10.8% |
| JOYY Inc.JOYY | $24.60M | 8.2% |
| Netflix Inc | $17.81M | 6.0% |
| Kla Corp | $16.16M | 5.4% |
| Daqo New Energy Corp.DQ | $13.49M | 4.5% |
| iShares Silver Tr | $9.42M | 3.2% |
| NovaBridge BiosciencesNBP | $5.43M | 1.8% |
| Camtek Ltd. | $3.90M | 1.3% |
| Mueller Industries Inc | $3.81M | 1.3% |
| Yalla Group LimitedYALA | $762.9K | 0.3% |
| Qfin Holdings, Inc.QFIN | $608.4K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.