13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001085146-24-002106
Total Value
$189.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67,872 | $61.3M | 32.30% |
| 2 | NETEASE INC | NETTF | 370,721 | $38.4M | 20.20% |
| 3 | DAQO NEW ENERGY CORP | DQ | 952,924 | $26.8M | 14.13% |
| 4 | VIPSHOP HLDGS LTD | VIPS | 1,364,425 | $22.6M | 11.89% |
| 5 | NETFLIX INC | NFLX | 21,900 | $13.3M | 7.01% |
| 6 | BAIDU INC | BAIDF | 124,900 | $13.1M | 6.93% |
| 7 | TRIP COM GROUP LTD | TRPCF | 69,300 | $3.0M | 1.60% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 9,300 | $3.0M | 1.57% |
| 9 | COINBASE GLOBAL INC | COIN | 11,200 | $3.0M | 1.56% |
| 10 | NORTHROP GRUMMAN CORP | NOC | 6,000 | $2.9M | 1.51% |
| 11 | HOLLYSYS AUTOMATION TCHNGY L | G45667105 | 59,719 | $1.5M | 0.80% |
| 12 | GLOBAL X FDS | 37954Y871 | 32,310 | $931,497 | 0.49% |