Ariose Capital Management Ltd Top Holdings and 13F Report (2024)

About Ariose Capital Management Ltd

Ariose Capital Management Ltd has $130.97 million in total holdings as of June 30, 2024.
Ariose Capital Management Ltd owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 52.47% of the portfolio was purchased this quarter.
About 86.27% of the portfolio was sold this quarter.
This quarter, Ariose Capital Management Ltd has purchased 12 new stocks and bought additional shares in 3 stocks.
Ariose Capital Management Ltd sold shares of 1 stock and completely divested from 5 stocks this quarter.

Trip.com Group: 471,330 shares (about $22.15M)
New Oriental Education & Technology Group: 193,572 shares (about $15.05M)
Netflix: 14,100 shares (about $9.52M)
Tesla: 30,000 shares (about $5.94M)
ISHARES BITCOIN TR: 134,588 shares (about $4.59M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NTES NetEase	$25,454,006	$9,979,508 ▼	-28.2%	266,311	19.4%	Computer and Technology
TCOM Trip.com Group	$25,409,610	$22,152,510 ▲	680.1%	540,630	19.4%	Consumer Discretionary
NFLX Netflix	$24,295,681	$9,515,808 ▲	64.4%	36,000	18.6%	Consumer Discretionary
DQ Daqo New Energy	$17,244,411	$3,331,720 ▲	23.9%	1,181,124	13.2%	Basic Materials
EDU New Oriental Education & Technology Group	$15,046,351	$15,046,351 ▲	New Holding	193,572	11.5%	Consumer Discretionary
TSLA Tesla	$5,936,400	$5,936,400 ▲	New Holding	30,000	4.5%	Auto/Tires/Trucks
ISHARES BITCOIN TR	$4,594,834	$4,594,834 ▲	New Holding	134,588	3.5%	SHS
MAR Marriott International	$3,096,348	$3,096,348 ▲	New Holding	12,807	2.4%	Consumer Discretionary
QCOM QUALCOMM	$2,927,946	$2,927,946 ▲	New Holding	14,700	2.2%	Computer and Technology
NOC Northrop Grumman	$2,615,700		0.0%	6,000	2.0%	Aerospace
SLB Schlumberger	$2,123,100	$2,123,100 ▲	New Holding	45,000	1.6%	Oils/Energy
HOLI Hollysys Automation Technologies	$1,292,319		0.0%	59,719	1.0%	Industrial Products
URA Global X Uranium ETF	$935,375		0.0%	32,310	0.7%	ETF
NVDA NVIDIA	$0	$61,326,424 ▼	-100.0%	0	0.0%	Computer and Technology
VIPS Vipshop	$0	$22,581,234 ▼	-100.0%	0	0.0%	Computer and Technology
BIDU Baidu	$0	$13,149,472 ▼	-100.0%	0	0.0%	Computer and Technology
CRWD CrowdStrike	$0	$2,981,487 ▼	-100.0%	0	0.0%	Computer and Technology
COIN Coinbase Global	$0	$2,969,344 ▼	-100.0%	0	0.0%	Business Services