Ariose Capital Management Ltd
Top Portfolio Positions
13 positions ·
$143,352,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AXTI |
Axt Inc
Technology
|
685,524 | $39,061,157 | 27.25% | |
| STX |
Seagate Technology Holdings plc
Technology
|
96,600 | $37,844,016 | 26.40% | |
| GLW |
Corning Inc /Ny
Technology
|
126,729 | $17,231,342 | 12.02% | |
| VICR |
Vicor Corp
Technology
|
72,788 | $11,718,868 | 8.17% | |
| DQ |
Daqo New Energy Corp.
Technology
|
457,155 | $9,723,686 | 6.78% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
104,000 | $8,797,360 | 6.14% | |
| NOK |
Nokia Corp
Technology
|
598,086 | $4,808,611 | 3.35% | |
| SGML |
Sigma Lithium Corp
Basic Materials
|
310,076 | $3,826,337 | 2.67% | |
| CCJ |
Cameco Corp
Energy
|
34,460 | $3,742,700 | 2.61% | |
| JOYY |
JOYY Inc.
Communication Services
|
42,677 | $2,491,910 | 1.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in YALA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $684,888 | 109,934 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $762,941 | 109,934 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,372,577 | 582,234 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,808,329 | 565,034 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||