Ariose Capital Management Ltd Portfolio Stock Holdings
Ariose Capital Management Ltd disclosed 15 stock positions valued at approximately $148.9 million in its latest SEC 13F filing. The largest holdings include AXT INC, SEAGATE TECHNOLOGY HLDNGS PL, and CORNING INC. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $148.9M
Holdings by Sector
Ariose Capital Management Ltd Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AXT INC | AXTI | Technology | 26.23% | 685,524 | +685,524 | +100.00% | $39,061,157 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 25.41% | 96,600 | +96,600 | +100.00% | $37,844,016 |
| CORNING INC | GLW | Technology | 11.57% | 126,729 | +126,729 | +100.00% | $17,231,341 |
| VICOR CORP | VICR | Technology | 7.87% | 72,788 | +72,788 | +100.00% | $11,718,868 |
| DAQO NEW ENERGY CORP | DQ | Technology | 6.53% | 457,155 | - | - | $9,723,687 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 5.91% | 104,000 | +104,000 | +100.00% | $8,797,360 |
| NOKIA CORP | NOK | Technology | 3.23% | 598,086 | +598,086 | +100.00% | $4,808,611 |
| SIGMA LITHIUM CORPORATION | SGML | Basic Materials | 2.57% | 310,076 | +310,076 | +100.00% | $3,826,338 |
| CAMECO CORP | CCJ | Energy | 2.51% | 34,460 | +34,460 | +100.00% | $3,742,701 |
| GLOBAL X FDS | URA | Other | 2.50% | 76,900 | +76,900 | +100.00% | $3,724,267 |
| JOYY INC | YY | Communication Services | 1.67% | 42,677 | -337,160 | -88.76% | $2,491,910 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.31% | 2,784 | +2,784 | +100.00% | $1,956,484 |
| SPROTT FDS TR | URNM | Other | 1.23% | 29,040 | +29,040 | +100.00% | $1,833,876 |
| NVIDIA CORPORATION | NVDA | Technology | 0.98% | 8,400 | -317,300 | -97.42% | $1,464,960 |
| YALLA GROUP LTD | YALA | Technology | 0.46% | 109,934 | - | - | $684,889 |