13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001085146-23-000231
Total Value
$230.4M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 803,737 | $70.8M | 30.73% |
| 2 | KE HLDGS INC | BEKE | 2,341,499 | $32.7M | 14.19% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 767,867 | $26.7M | 11.60% |
| 4 | APPLIED MATLS INC | 038222105 | 274,365 | $26.7M | 11.60% |
| 5 | TAL EDUCATION GROUP | TAL | 1,921,021 | $13.5M | 5.88% |
| 6 | LAM RESEARCH CORP | LRCX | 25,047 | $10.5M | 4.57% |
| 7 | NETEASE INC | NETTF | 130,000 | $9.4M | 4.10% |
| 8 | DAQO NEW ENERGY CORP | DQ | 212,748 | $8.2M | 3.56% |
| 9 | LUFAX HOLDING LTD | LU | 3,991,460 | $7.7M | 3.36% |
| 10 | TESLA INC | TSLA | 58,400 | $7.2M | 3.12% |
| 11 | RLX TECHNOLOGY INC | RLX | 2,343,700 | $5.4M | 2.34% |
| 12 | WEIBO CORP | WEIBF | 275,707 | $5.3M | 2.29% |
| 13 | NORTHROP GRUMMAN CORP | NOC | 7,400 | $4.0M | 1.75% |
| 14 | ACM RESH INC | 00108J109 | 273,841 | $2.1M | 0.92% |