13F Insight
DOSSIER · 13F-HR · Q1 2026

Ariose Capital Management Ltd

$149M in tracked AUM across 15 positions as of Q1 2026.

AC
CIK 0001665925 · last filed Mar 31, 2026
Total AUM
$149M
as of Q1 2026
Holdings
15
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Ariose Capital Management Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AXTI
AXT INC
$39M686K26.2%02
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$38M97K25.4%03
GLW
CORNING INC
$17M127K11.6%04
VICR
VICOR CORP
$12M73K7.9%05
DQ
DAQO NEW ENERGY CORP
$10M457K6.5%06
AAOI
APPLIED OPTOELECTRONICS INC
$9M104K5.9%07
NOK
NOKIA CORP
$5M598K3.2%08
SGML
SIGMA LITHIUM CORPORATION
$4M310K2.6%09
CCJ
CAMECO CORP
$4M34K2.5%10
URA
GLOBAL X FDS
$4M77K2.5%

Filing history

2026Q1Mar 31
$149M▼ 50.1%
15 positionsView →2025Q4Dec 31
$299M▲ 13.8%
14 positionsView →2025Q3Sep 30
$262M▲ 65.8%
26 positionsView →2025Q2Jun 30
$158M▲ 73.4%
18 positionsLocked2025Q1Mar 31
$91M▼ 24.5%
12 positionsLocked2024Q4Dec 31
$121M▲ 3.4%
13 positionsLocked2024Q3Sep 30
$117M▼ 10.8%
9 positionsLocked2024Q2Jun 30
$131M▼ 31.0%
13 positionsLocked2024Q1Mar 31
$190M▼ 26.0%
12 positionsLocked2023Q4Dec 31
$256M▲ 45.1%
17 positionsLocked2023Q3Sep 30
$177M▲ 40.9%
9 positionsLocked2023Q2Jun 30
$125M▼ 52.3%
11 positionsLocked
Showing 12 of 42