Ariose Capital Management Ltd Top Holdings and 13F Report (2025) About Ariose Capital Management LtdInvestment ActivityAriose Capital Management Ltd has $298.18 million in total holdings as of September 30, 2025.Ariose Capital Management Ltd owns shares of 35 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 77.72% of the portfolio was purchased this quarter.About 37.79% of the portfolio was sold this quarter.This quarter, Ariose Capital Management Ltd has purchased 18 new stocks and bought additional shares in 5 stocks.Ariose Capital Management Ltd sold shares of 3 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $48,604,090JOYY $21,711,312Alphabet $20,130,625Coherent $19,422,455Unity Software $18,882,864 Largest New Holdings this Quarter 19247G107 - Coherent $19,422,455 Holding91332U101 - Unity Software $18,882,864 Holding46438F101 - ISHARES BITCOIN TRUST ETF $18,578,625 Holding01609W102 - Alibaba Group $17,725,548 Holding55024U109 - Lumentum $15,881,960 Holding Largest Purchases this Quarter NVIDIA 164,400 shares (about $30.67M)Coherent 180,305 shares (about $19.42M)Unity Software 471,600 shares (about $18.88M)ISHARES BITCOIN TRUST ETF 285,825 shares (about $18.58M)Alibaba Group 99,175 shares (about $17.73M) Largest Sales this Quarter Alphabet 52,345 shares (about $12.75M)iShares Silver Trust 168,037 shares (about $7.12M)Intel 64,900 shares (about $2.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAriose Capital Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$48,604,090$30,673,752 ▲171.1%260,50016.3%Computer and TechnologyYYJOYY$21,711,312$17,149,286 ▲375.9%370,4377.3%Computer and TechnologyGOOGLAlphabet$20,130,625$12,748,625 ▼-38.8%82,6556.8%Computer and TechnologyCOHRCoherent$19,422,455$19,422,455 ▲New Holding180,3056.5%Business ServicesUUnity Software$18,882,864$18,882,864 ▲New Holding471,6006.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$18,578,625$18,578,625 ▲New Holding285,8256.2%SHS BEN INTBABAAlibaba Group$17,725,548$17,725,548 ▲New Holding99,1755.9%Retail/WholesaleLITELumentum$15,881,960$15,881,960 ▲New Holding97,6095.3%Computer and TechnologySHOPIFY INC$12,957,048$12,957,048 ▲New Holding87,2004.3%CL A SUB VTG SHSPYPLPayPal$12,949,286$10,052,160 ▲347.0%193,1004.3%Business ServicesAMZNAmazon.com$12,847,481$12,847,481 ▲New Holding58,5124.3%Retail/WholesaleDQDAQO New Energy$9,526,3650.0%338,6553.2%Basic MaterialsIQiQIYI$9,343,608$9,343,608 ▲New Holding3,649,8473.1%Computer and TechnologyIMABI-Mab$6,442,606$6,078,006 ▲1,667.0%1,704,3932.2%MedicalFINVPPDAI Group$5,755,638$5,755,638 ▲New Holding780,9551.9%FinanceSLViShares Silver Trust$5,715,713$7,119,728 ▼-55.5%134,9001.9%ETFHOODRobinhood Markets$5,684,246$5,684,246 ▲New Holding39,7001.9%FinanceVOR BIOPHARMA INC$5,367,629$5,367,629 ▲New Holding110,1731.8%COM NEWYALAYalla Group$4,372,577$129,172 ▲3.0%582,2341.5%Computer and TechnologyMLIMueller Industries$3,904,059$3,904,059 ▲New Holding38,6121.3%IndustrialsSITMSiTime$2,974,231$2,974,231 ▲New Holding9,8711.0%Computer and TechnologyWERIDE INC$2,569,189$2,569,189 ▲New Holding259,5140.9%SPONSORED ADSBITMINE IMMERSION TECNOLOGIE$2,333,059$2,333,059 ▲New Holding44,9270.8%COM NEWBEBloom Energy$2,101,565$2,101,565 ▲New Holding24,8500.7%EnergyNUNU$1,812,332$1,812,332 ▲New Holding113,2000.6%FinanceUNHUnitedHealth Group$1,381,200$1,381,200 ▲New Holding4,0000.5%MedicalZEPP HEALTH CORPORATION$1,268,884$1,268,884 ▲New Holding27,7170.4%SPONSORED ADRTEMPUS AI INC$1,216,542$1,216,542 ▲New Holding15,0730.4%CL AHMYHarmony Gold Mining$1,181,619$1,181,619 ▲New Holding65,1030.4%Basic MaterialsRBLXRoblox$1,177,420$1,177,420 ▲New Holding8,5000.4%Consumer DiscretionaryAPPLOVIN CORP$1,077,810$1,077,810 ▲New Holding1,5000.4%COM CL AINTCIntel$1,070,245$2,177,395 ▼-67.0%31,9000.4%Computer and TechnologyALCCAltC Acquisition$929,766$929,766 ▲New Holding8,3290.3%EnergyQFINQfin$908,700$908,700 ▲New Holding31,5740.3%Business ServicesTTMITTM Technologies$374,400$374,400 ▲New Holding6,5000.1%Computer and TechnologyMETAMeta Platforms$0$42,071,131 ▼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$13,068,151 ▼-100.0%00.0%Retail/WholesaleLILi Auto$0$9,707,711 ▼-100.0%00.0%Auto/Tires/TrucksAMDAdvanced Micro Devices$0$7,024,050 ▼-100.0%00.0%Computer and TechnologyLMTLockheed Martin$0$5,835,564 ▼-100.0%00.0%AerospaceMRVLMarvell Technology$0$5,170,320 ▼-100.0%00.0%Computer and TechnologyCOINCoinbase Global$0$3,434,802 ▼-100.0%00.0%FinanceSPINNAKER ETF SERIES$0$2,790,165 ▼-100.0%00.0%SELECT STOXX EURSLBSLB$0$1,521,000 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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