13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002453
Total Value
$91.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRIP COM GROUP LTD | TRPCF | 274,600 | $17.5M | 19.14% |
| 2 | SPDR GOLD TR | GLD | 51,800 | $14.9M | 16.36% |
| 3 | LOCKHEED MARTIN CORP | LMT | 26,700 | $11.9M | 13.08% |
| 4 | ALPHABET INC | GOOG | 71,400 | $11.0M | 12.10% |
| 5 | NETEASE INC | NETTF | 103,300 | $10.6M | 11.66% |
| 6 | DAQO NEW ENERGY CORP | DQ | 531,909 | $9.6M | 10.56% |
| 7 | LI AUTO INC | LAAOF | 214,100 | $5.4M | 5.91% |
| 8 | CHINA YUCHAI INTL LTD | G21082105 | 199,088 | $3.4M | 3.71% |
| 9 | SPINNAKER ETF SERIES | 84858T772 | 64,662 | $2.2M | 2.38% |
| 10 | PDD HOLDINGS INC | PDD | 16,000 | $1.9M | 2.08% |
| 11 | SCHLUMBERGER LTD | SLB | 45,000 | $1.9M | 2.06% |
| 12 | TAPESTRY INC | TPR | 12,505 | $880,477 | 0.97% |