13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q2 2023 · Filed May 3, 2023 · Accession 0001085146-23-002016
Total Value
$263.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LI AUTO INC | LAAOF | 2,607,990 | $65.1M | 24.72% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 395,239 | $40.4M | 15.34% |
| 3 | JD.COM INC | JDCMF | 683,311 | $30.0M | 11.39% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 629,055 | $24.3M | 9.23% |
| 5 | CANADIAN SOLAR INC | CSIQ | 483,365 | $19.2M | 7.31% |
| 6 | TRIP COM GROUP LTD | TRPCF | 486,500 | $18.3M | 6.96% |
| 7 | MICRON TECHNOLOGY INC | MU | 222,400 | $13.4M | 5.10% |
| 8 | CATERPILLAR INC | CAT | 54,000 | $12.4M | 4.70% |
| 9 | NETEASE INC | NETTF | 130,000 | $11.5M | 4.37% |
| 10 | KE HLDGS INC | BEKE | 364,104 | $6.9M | 2.61% |
| 11 | BHP GROUP LTD | BHPLF | 102,733 | $6.5M | 2.48% |
| 12 | JINKOSOLAR HLDG CO LTD | JKS | 127,500 | $6.5M | 2.47% |
| 13 | WEIBO CORP | WEIBF | 275,707 | $5.5M | 2.10% |
| 14 | ACM RESH INC | 00108J109 | 273,841 | $3.2M | 1.22% |