§ 13F · FUND PROFILE
Ariose Capital Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $298M (13F)Positions · 35Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$135M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AXTI | AXT INC | 686K | $39M | 26.2% | NEW |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 97K | $38M | 25.4% | NEW |
| 3 | GLW | CORNING INC | 127K | $17M | 11.6% | NEW |
| 4 | VICR | VICOR CORP | 73K | $12M | 7.9% | NEW |
| 5 | DQ | DAQO NEW ENERGY CORP | 457K | $10M | 6.5% | ±0% |
| 6 | AAOI | APPLIED OPTOELECTRONICS INC | 104K | $9M | 5.9% | NEW |
| 7 | NOK | NOKIA CORP | 598K | $5M | 3.2% | NEW |
| 8 | SGML | SIGMA LITHIUM CORPORATION | 310K | $4M | 2.6% | NEW |
| 9 | CCJ | CAMECO CORP | 34K | $4M | 2.5% | NEW |
| 10 | URA | GLOBAL X FDS | 77K | $4M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARIOSE SIGNAL
AC read
Ariose Capital Management Ltd is a Other fund managing $298 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed