Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ariose Capital Management Ltd (CIK 1665925) reported $148.9M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXTI ($39.1M, 26.23%), STX ($37.8M, 25.41%), GLW ($17.2M, 11.57%), VICR ($11.7M, 7.87%), DQ ($9.7M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXTI | AXT INC | $39.1M | 26.23% | 685,524 | New |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.8M | 25.41% | 96,600 | New |
| 3 | GLW | CORNING INC | $17.2M | 11.57% | 126,729 | New |
| 4 | VICR | VICOR CORP | $11.7M | 7.87% | 72,788 | New |
| 5 | DQ | DAQO NEW ENERGY CORP | $9.7M | 6.53% | 457,155 | Hold |
| 6 | AAOI | APPLIED OPTOELECTRONICS INC | $8.8M | 5.91% | 104,000 | New |
| 7 | NOK | NOKIA CORP | $4.8M | 3.23% | 598,086 | New |
| 8 | SGML | SIGMA LITHIUM CORPORATION | $3.8M | 2.57% | 310,076 | New |
| 9 | CCJ | CAMECO CORP | $3.7M | 2.51% | 34,460 | New |
| 10 | URA | GLOBAL X FDS | $3.7M | 2.50% | 76,900 | New |
| 11 | JOYY | JOYY INC | $2.5M | 1.67% | 42,677 | Trimmed |
| 12 | LITE | LUMENTUM HLDGS INC | $2.0M | 1.31% | 2,784 | New |
| 13 | URNM | SPROTT FDS TR | $1.8M | 1.23% | 29,040 | New |
| 14 | NVDA | NVIDIA CORPORATION | $1.5M | 0.98% | 8,400 | Trimmed |
| 15 | YALA | YALLA GROUP LTD | $684,889 | 0.46% | 109,934 | Hold |
| 16 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 17 | IMAB | NOVABRIDGE BIOSCIENCES | $0 | 0.00% | 0 | Exited |
| 18 | SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | Exited |
| 19 | KLAC | KLA CORP | $0 | 0.00% | 0 | Exited |
| 20 | MLI | MUELLER INDS INC | $0 | 0.00% | 0 | Exited |
| 21 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 22 | TER | TERADYNE INC | $0 | 0.00% | 0 | Exited |
| 23 | QFIN | QFIN HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 24 | U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | Exited |
| 25 | CAMT | CAMTEK LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31