13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001085146-25-003915
Total Value
$158.2M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 57,000 | $42.1M | 26.59% |
| 2 | ALPHABET INC | GOOG | 135,000 | $23.9M | 15.14% |
| 3 | NVIDIA CORPORATION | NVDA | 96,100 | $15.2M | 9.60% |
| 4 | MERCADOLIBRE INC | MELI | 5,000 | $13.1M | 8.26% |
| 5 | ISHARES SILVER TR | SLV | 302,937 | $9.9M | 6.28% |
| 6 | LI AUTO INC | LAAOF | 358,086 | $9.7M | 6.14% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 49,500 | $7.0M | 4.44% |
| 8 | LOCKHEED MARTIN CORP | LMT | 12,600 | $5.8M | 3.69% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 66,800 | $5.2M | 3.27% |
| 10 | DAQO NEW ENERGY CORP | DQ | 338,655 | $5.1M | 3.25% |
| 11 | JOYY INC | JOYY | 77,837 | $4.0M | 2.50% |
| 12 | YALLA GROUP LTD | YALA | 565,034 | $3.8M | 2.41% |
| 13 | COINBASE GLOBAL INC | COIN | 9,800 | $3.4M | 2.17% |
| 14 | PAYPAL HLDGS INC | PYPL | 43,202 | $3.2M | 2.03% |
| 15 | SPINNAKER ETF SERIES | 84858T772 | 64,662 | $2.8M | 1.76% |
| 16 | INTEL CORP | INTC | 96,800 | $2.2M | 1.37% |
| 17 | SCHLUMBERGER LTD | SLB | 45,000 | $1.5M | 0.96% |
| 18 | I MAB | NBP | 96,455 | $233,421 | 0.15% |