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Ariose Capital Management Ltd

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13F filer, CIK 1665925, CENTRAL, HONG KONG, Hong Kong

Ariose Capital Management Ltd reported $148,910,465 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 94.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665925-26-000006

Period
2026-03-31
Reported value
$149M
Holdings
15
Top 10 weight
94.34%
New
11
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AXTInew+685,524$39.1M
STXnew+96,600$37.8M
GLWnew+126,729$17.2M
VICRnew+72,788$11.7M
AAOInew+104,000$8.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-218,887-$68.7M
NVDAreduced-317,300-$55.3M
Uexited-924,583-$40.8M
TERexited-166,627-$32.3M
JOYYreduced-337,160-$19.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001665925-26-000006, largest first. % of portfolio is the value over $148,910,465, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685,524 shares 685,524$39.1M26.23%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,600 shares 96,600$37.8M25.41%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,729 shares 126,729$17.2M11.57%newTimeline
VICRVICOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,788 shares 72,788$11.7M7.87%newTimeline
DQDAQO NEW ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181,124 shares; 2024Q4: 1,505,709 shares; 2025Q1: 531,909 shares; 2025Q2: 338,655 shares; 2025Q3: 338,655 shares; 2025Q4: 457,155 shares; 2026Q1: 457,155 shares 457,155$9.72M6.53%0Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,000 shares 104,000$8.8M5.91%newTimeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598,086 shares 598,086$4.81M3.23%newTimeline
SGMLSIGMA LITHIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,076 shares 310,076$3.83M2.57%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,460 shares 34,460$3.74M2.51%newTimeline
URAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,310 shares; 2024Q4: 32,310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,900 shares 76,900$3.72M2.5%newTimeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,837 shares; 2025Q3: 370,437 shares; 2025Q4: 379,837 shares; 2026Q1: 42,677 shares 42,677$2.49M1.67%-337,160Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,609 shares; 2025Q4: not reported; 2026Q1: 2,784 shares 2,784$1.96M1.31%newTimeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,040 shares 29,040$1.83M1.23%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,134 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: 96,100 shares; 2025Q3: 260,500 shares; 2025Q4: 325,700 shares; 2026Q1: 8,400 shares 8,400$1.46M0.98%-317,300Timeline
YALAYALLA GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,034 shares; 2025Q3: 582,234 shares; 2025Q4: 109,934 shares; 2026Q1: 109,934 shares 109,934$685K0.46%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC218,887$68.7Mshares
UUNITY SOFTWARE INC924,583$40.8Mshares
TERTERADYNE INC166,627$32.3Mshares
NFLXNETFLIX INC.189,900$17.8Mshares
KLACKLA CORP13,300$16.2Mshares
SLVISHARES SILVER TR146,200$9.42Mshares
NBPNOVABRIDGE BIOSCIENCES1,363,515$5.43Mshares
CAMTCAMTEK LTD36,700$3.9Mshares
MLIMUELLER INDS INC33,212$3.81Mshares
QFINQFIN HOLDINGS INC31,574$608Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001665925-26-000006 base2026-04-28acceptance time not in the bulk data set