Ariose Capital Management Ltd Top Holdings and 13F Report (2026) About Ariose Capital Management LtdInvestment ActivityAriose Capital Management Ltd has $148.91 million in total holdings as of March 31, 2026.Ariose Capital Management Ltd owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 90.35% of the portfolio was purchased this quarter.About 183.96% of the portfolio was sold this quarter.This quarter, Ariose Capital Management Ltd has purchased 14 new stocks and bought additional shares in 0 stocks.Ariose Capital Management Ltd sold shares of 2 stocks and completely divested from 10 stocks this quarter.Largest Holdings AXT $39,061,157Seagate Technology $37,844,016Corning $17,231,341Vicor $11,718,868DAQO New Energy $9,723,687 Largest New Holdings this Quarter 00246W103 - AXT $39,061,157 HoldingG7997R103 - Seagate Technology $37,844,016 Holding219350105 - Corning $17,231,341 Holding925815102 - Vicor $11,718,868 Holding03823U102 - Applied Optoelectronics $8,797,360 Holding Largest Purchases this Quarter AXT 685,524 shares (about $39.06M)Seagate Technology 96,600 shares (about $37.84M)Corning 126,729 shares (about $17.23M)Vicor 72,788 shares (about $11.72M)Applied Optoelectronics 104,000 shares (about $8.80M) Largest Sales this Quarter NVIDIA 317,300 shares (about $55.34M)JOYY 337,160 shares (about $19.69M) 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 PortfolioSectorAXTIAXT$39,061,157$39,061,157 â–²New Holding685,52426.2%Computer and TechnologySTXSeagate Technology$37,844,016$37,844,016 â–²New Holding96,60025.4%Computer and TechnologyGLWCorning$17,231,341$17,231,341 â–²New Holding126,72911.6%Computer and TechnologyVICRVicor$11,718,868$11,718,868 â–²New Holding72,7887.9%Computer and TechnologyDQDAQO New Energy$9,723,6870.0%457,1556.5%Basic MaterialsAAOIApplied Optoelectronics$8,797,360$8,797,360 â–²New Holding104,0005.9%Computer and TechnologyNOKNokia$4,808,611$4,808,611 â–²New Holding598,0863.2%Computer and TechnologySGMLSigma Lithium$3,826,338$3,826,338 â–²New Holding310,0762.6%Computer and TechnologyCCJCameco$3,742,701$3,742,701 â–²New Holding34,4602.5%Basic MaterialsURAGlobal X Uranium ETF$3,724,267$3,724,267 â–²New Holding76,9002.5%ETFYYJOYY$2,491,910$19,686,772 â–¼-88.8%42,6771.7%Computer and TechnologyLITELumentum$1,956,484$1,956,484 â–²New Holding2,7841.3%Computer and TechnologyURNMSprott Uranium Miners ETF$1,833,876$1,833,876 â–²New Holding29,0401.2%ETFNVDANVIDIA$1,464,960$55,337,120 â–¼-97.4%8,4001.0%Computer and TechnologyYALAYalla Group$684,8890.0%109,9340.5%Computer and TechnologyGOOGLAlphabet$0$68,686,741 â–¼-100.0%00.0%Computer and TechnologyUUnity Software$0$40,838,831 â–¼-100.0%00.0%Computer and TechnologyTERTeradyne$0$32,252,321 â–¼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$17,805,024 â–¼-100.0%00.0%Consumer DiscretionaryKLACKLA$0$16,160,564 â–¼-100.0%00.0%Computer and TechnologySLViShares Silver Trust$0$9,418,204 â–¼-100.0%00.0%ETFIMABI-Mab$0$5,426,790 â–¼-100.0%00.0%MedicalCAMTCamtek$0$3,902,861 â–¼-100.0%00.0%Computer and TechnologyMLIMueller Industries$0$3,812,738 â–¼-100.0%00.0%IndustrialsQFINQfin$0$608,431 â–¼-100.0%00.0%Business ServicesShowing 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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