Q1 2026 · 13F-HR
Ariose Capital Management Ltdholdings as filed
Filed 2026-04-28 · accession 0001665925-26-000006
$148.9M
Reported value
15
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00246W103 | AXTI | AXT INC | $39.1M | 26.2% | 685,524 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.8M | 25.4% | 96,600 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $17.2M | 11.6% | 126,729 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $11.7M | 7.87% | 72,788 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $9.7M | 6.53% | 457,155 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $8.8M | 5.91% | 104,000 | Common | SOLE |
| 654902204 | NOK | NOKIA CORP | $4.8M | 3.23% | 598,086 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $3.8M | 2.57% | 310,076 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $3.7M | 2.51% | 34,460 | Common | SOLE |
| 37954Y871 | URA | GLOBAL X FDS | $3.7M | 2.50% | 76,900 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $2.5M | 1.67% | 42,677 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $2.0M | 1.31% | 2,784 | Common | SOLE |
| 85208P303 | URNM | SPROTT FDS TR | $1.8M | 1.23% | 29,040 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.5M | 0.98% | 8,400 | Common | SOLE |
| 98459U103 | YALA | YALLA GROUP LTD | $684,889 | 0.46% | 109,934 | 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.