13F HOLDINGS REPORT
Ariose Capital Management Ltd
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001665925-25-000005
Total Value
$298.2M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 260,500 | $48.6M | 16.30% |
| 2 | JOYY INC | JOYY | 370,437 | $21.7M | 7.28% |
| 3 | ALPHABET INC | GOOG | 82,655 | $20.1M | 6.75% |
| 4 | COHERENT CORP | COHR | 180,305 | $19.4M | 6.51% |
| 5 | UNITY SOFTWARE INC | U | 471,600 | $18.9M | 6.33% |
| 6 | ISHARES BITCOIN TRUST ETF | IBIT | 285,825 | $18.6M | 6.23% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 99,175 | $17.7M | 5.94% |
| 8 | LUMENTUM HLDGS INC | LITE | 97,609 | $15.9M | 5.33% |
| 9 | SHOPIFY INC | SHOP | 87,200 | $13.0M | 4.35% |
| 10 | PAYPAL HLDGS INC | PYPL | 193,100 | $12.9M | 4.34% |
| 11 | AMAZON COM INC | AMZN | 58,512 | $12.8M | 4.31% |
| 12 | DAQO NEW ENERGY CORP | DQ | 338,655 | $9.5M | 3.19% |
| 13 | IQIYI INC | IQ | 3,649,847 | $9.3M | 3.13% |
| 14 | I MAB | NBP | 1,704,393 | $6.4M | 2.16% |
| 15 | FINVOLUTION GROUP | FVGPY | 780,955 | $5.8M | 1.93% |
| 16 | ISHARES SILVER TR | SLV | 134,900 | $5.7M | 1.92% |
| 17 | ROBINHOOD MKTS INC | 770700102 | 39,700 | $5.7M | 1.91% |
| 18 | VOR BIOPHARMA INC | VOR | 110,173 | $5.4M | 1.80% |
| 19 | YALLA GROUP LTD | YALA | 582,234 | $4.4M | 1.47% |
| 20 | MUELLER INDS INC | 624756102 | 38,612 | $3.9M | 1.31% |
| 21 | SITIME CORP | SITM | 9,871 | $3.0M | 1.00% |
| 22 | WERIDE INC | WRDIF | 259,514 | $2.6M | 0.86% |
| 23 | BITMINE IMMERSION TECNOLOGIE | 09175A206 | 44,927 | $2.3M | 0.78% |
| 24 | BLOOM ENERGY CORP | BE | 24,850 | $2.1M | 0.70% |
| 25 | NU HLDGS LTD | NU | 113,200 | $1.8M | 0.61% |
| 26 | UNITEDHEALTH GROUP INC | UNH | 4,000 | $1.4M | 0.46% |
| 27 | ZEPP HEALTH CORPORATION | ZEPP | 27,717 | $1.3M | 0.43% |
| 28 | TEMPUS AI INC | TEM | 15,073 | $1.2M | 0.41% |
| 29 | HARMONY GOLD MINING CO LTD | HGMCF | 65,103 | $1.2M | 0.40% |
| 30 | ROBLOX CORP | RBLX | 8,500 | $1.2M | 0.39% |
| 31 | APPLOVIN CORP | APP | 1,500 | $1.1M | 0.36% |
| 32 | INTEL CORP | INTC | 31,900 | $1.1M | 0.36% |
| 33 | OKLO INC | OKLO | 8,329 | $929,766 | 0.31% |
| 34 | QFIN HOLDINGS INC | QFNHF | 31,574 | $908,700 | 0.30% |
| 35 | TTM TECHNOLOGIES INC | TTMI | 6,500 | $374,400 | 0.13% |