Ariose Capital Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ariose Capital Management LTD disclosed 15 US equity positions worth $148.9m in its Q1 2026 13F filing. The largest position was AXTI at 26.2% of the reported book, followed by STX and GLW.
What did Ariose Capital Management LTD own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AXTI AXT INC | Technology | 26.2% | $39.1m | 685,524 | – | |
| 2 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 25.4% | $37.8m | 96,600 | – | |
| 3 | GLW CORNING INC | Technology | 11.6% | $17.2m | 126,729 | – | |
| 4 | VICR VICOR CORP | Technology | 7.9% | $11.7m | 72,788 | – | |
| 5 | DQ DAQO NEW ENERGY CORP | Technology | 6.5% | $9.7m | 457,155 | – | |
| 6 | AAOI APPLIED OPTOELECTRONICS INC | Technology | 5.9% | $8.8m | 104,000 | – | |
| 7 | NOK NOKIA CORP | Technology | 3.2% | $4.8m | 598,086 | – | |
| 8 | SGML SIGMA LITHIUM CORPORATION | Basic Materials | 2.6% | $3.8m | 310,076 | – | |
| 9 | CCJ CAMECO CORP | Energy | 2.5% | $3.7m | 34,460 | – | |
| 10 | URA GLOBAL X FDS | 2.5% | $3.7m | 76,900 | – | ||
| 11 | JOYY JOYY INC | Communication Services | 1.7% | $2.5m | 42,677 | – | |
| 12 | LITE LUMENTUM HLDGS INC | Technology | 1.3% | $2.0m | 2,784 | – | |
| 13 | URNM SPROTT FDS TR | 1.2% | $1.8m | 29,040 | – | ||
| 14 | NVDA NVIDIA CORPORATION | Technology | 1.0% | $1.5m | 8,400 | – | |
| 15 | YALA YALLA GROUP LTD | Technology | 0.5% | $684.9k | 109,934 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.