Q3 2025 · 13F-HR
Ariose Capital Management Ltdholdings as filed
Filed 2025-10-21 · accession 0001665925-25-000005
$298.2M
Reported value
35
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $48.6M | 16.3% | 260,500 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $21.7M | 7.28% | 370,437 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $20.1M | 6.75% | 82,655 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $19.4M | 6.51% | 180,305 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $18.9M | 6.33% | 471,600 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $18.6M | 6.23% | 285,825 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $17.7M | 5.94% | 99,175 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $15.9M | 5.33% | 97,609 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $13.0M | 4.35% | 87,200 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $12.9M | 4.34% | 193,100 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $12.8M | 4.31% | 58,512 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $9.5M | 3.19% | 338,655 | Common | SOLE |
| 46267X108 | IQ | IQIYI INC | $9.3M | 3.13% | 3,649,847 | Common | SOLE |
| 44975P103 | NBP | I MAB | $6.4M | 2.16% | 1,704,393 | Common | SOLE |
| 31810T101 | FINV | FINVOLUTION GROUP | $5.8M | 1.93% | 780,955 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $5.7M | 1.92% | 134,900 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $5.7M | 1.91% | 39,700 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $5.4M | 1.80% | 110,173 | Common | SOLE |
| 98459U103 | YALA | YALLA GROUP LTD | $4.4M | 1.47% | 582,234 | Common | SOLE |
| 624756102 | MLI | MUELLER INDS INC | $3.9M | 1.31% | 38,612 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $3.0M | 1.00% | 9,871 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $2.6M | 0.86% | 259,514 | Common | SOLE |
| 09175A206 | BMNR | BITMINE IMMERSION TECNOLOGIE | $2.3M | 0.78% | 44,927 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $2.1M | 0.70% | 24,850 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $1.8M | 0.61% | 113,200 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.46% | 4,000 | Common | SOLE |
| 98945L204 | ZEPP | ZEPP HEALTH CORPORATION | $1.3M | 0.43% | 27,717 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $1.2M | 0.41% | 15,073 | Common | SOLE |
| 413216300 | HMY | HARMONY GOLD MINING CO LTD | $1.2M | 0.40% | 65,103 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $1.2M | 0.39% | 8,500 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $1.1M | 0.36% | 1,500 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $1.1M | 0.36% | 31,900 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $929,766 | 0.31% | 8,329 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $908,700 | 0.30% | 31,574 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $374,400 | 0.13% | 6,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.