13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q2 2024 · Filed July 25, 2024 · Accession 0001085146-24-003215
Total Value
$131.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETEASE INC | NETTF | 266,311 | $25.5M | 19.43% |
| 2 | TRIP COM GROUP LTD | TRPCF | 540,630 | $25.4M | 19.40% |
| 3 | NETFLIX INC | NFLX | 36,000 | $24.3M | 18.55% |
| 4 | DAQO NEW ENERGY CORP | DQ | 1,181,124 | $17.2M | 13.17% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 193,572 | $15.0M | 11.49% |
| 6 | TESLA INC | TSLA | 30,000 | $5.9M | 4.53% |
| 7 | ISHARES BITCOIN TR | IBIT | 134,588 | $4.6M | 3.51% |
| 8 | MARRIOTT INTL INC NEW | 571903202 | 12,807 | $3.1M | 2.36% |
| 9 | QUALCOMM INC | QCOM | 14,700 | $2.9M | 2.24% |
| 10 | NORTHROP GRUMMAN CORP | NOC | 6,000 | $2.6M | 2.00% |
| 11 | SCHLUMBERGER LTD | SLB | 45,000 | $2.1M | 1.62% |
| 12 | HOLLYSYS AUTOMATION TCHNGY L | G45667105 | 59,719 | $1.3M | 0.99% |
| 13 | GLOBAL X FDS | 37954Y871 | 32,310 | $935,375 | 0.71% |