Q4 2025 · 13F-HR
Ariose Capital Management Ltdholdings as filed
Filed 2026-01-29 · accession 0001665925-26-000001
$298.5M
Reported value
14
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $68.7M | 23.0% | 218,887 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $60.7M | 20.3% | 325,700 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $40.8M | 13.7% | 924,583 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $32.3M | 10.8% | 166,627 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $24.6M | 8.24% | 379,837 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $17.8M | 5.96% | 189,900 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $16.2M | 5.41% | 13,300 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $13.5M | 4.52% | 457,155 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $9.4M | 3.16% | 146,200 | Common | SOLE |
| 44975P103 | NBP | NOVABRIDGE BIOSCIENCES | $5.4M | 1.82% | 1,363,515 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $3.9M | 1.31% | 36,700 | Common | SOLE |
| 624756102 | MLI | MUELLER INDS INC | $3.8M | 1.28% | 33,212 | Common | SOLE |
| 98459U103 | YALA | YALLA GROUP LTD | $762,942 | 0.26% | 109,934 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $608,431 | 0.20% | 31,574 | 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.