Ariose Capital Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 96,100 | 260,500 | +164,400 | 15,182,839 | 48,604,090 | 16.30% | +33,421,251 |
| COHERENT CORP(COHR) | 0 | 180,305 | +180,305 | 0 | 19,422,455 | 6.51% | +19,422,455 |
| UNITY SOFTWARE INC(U) | 0 | 471,600 | +471,600 | 0 | 18,882,864 | 6.33% | +18,882,864 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 0 | 285,825 | +285,825 | 0 | 18,578,625 | 6.23% | +18,578,625 |
| JOYY INC(JOYY) | 77,837 | 370,437 | +292,600 | 3,962,682 | 21,711,312 | 7.28% | +17,748,630 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 99,175 | +99,175 | 0 | 17,725,548 | 5.94% | +17,725,548 |
| LUMENTUM HLDGS INC(LITE) | 0 | 97,609 | +97,609 | 0 | 15,881,960 | 5.33% | +15,881,960 |
| SHOPIFY INC(SHOP) | 0 | 87,200 | +87,200 | 0 | 12,957,048 | 4.35% | +12,957,048 |
| AMAZON COM INC(AMZN) | 0 | 58,512 | +58,512 | 0 | 12,847,481 | 4.31% | +12,847,481 |
| PAYPAL HLDGS INC(PYPL) | 43,202 | 193,100 | +149,898 | 3,210,773 | 12,949,286 | 4.34% | +9,738,513 |
| IQIYI INC(IQ) | 0 | 3,649,847 | +3,649,847 | 0 | 9,343,608 | 3.13% | +9,343,608 |
| I MAB | 96,455 | 1,704,393 | +1,607,938 | 233,421 | 6,442,606 | 2.16% | +6,209,185 |
| FINVOLUTION GROUP(FINV) | 0 | 780,955 | +780,955 | 0 | 5,755,638 | 1.93% | +5,755,638 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 39,700 | +39,700 | 0 | 5,684,246 | 1.91% | +5,684,246 |
| VOR BIOPHARMA INC(VOR) | 0 | 110,173 | +110,173 | 0 | 5,367,629 | 1.80% | +5,367,629 |
| DAQO NEW ENERGY CORP(DQ) | 338,655 | 338,655 | 0 | 5,137,397 | 9,526,365 | 3.19% | +4,388,968 |
| MUELLER INDS INC(MLI) | 0 | 38,612 | +38,612 | 0 | 3,904,059 | 1.31% | +3,904,059 |
| SITIME CORP(SITM) | 0 | 9,871 | +9,871 | 0 | 2,974,231 | 1.00% | +2,974,231 |
| WERIDE INC(WRD) | 0 | 259,514 | +259,514 | 0 | 2,569,189 | 0.86% | +2,569,189 |
| BITMINE IMMERSION TECNOLOGIE(BMNP) | 0 | 44,927 | +44,927 | 0 | 2,333,059 | 0.78% | +2,333,059 |
| BLOOM ENERGY CORP | 0 | 24,850 | +24,850 | 0 | 2,101,565 | 0.70% | +2,101,565 |
| NU HLDGS LTD(NU) | 0 | 113,200 | +113,200 | 0 | 1,812,332 | 0.61% | +1,812,332 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 4,000 | +4,000 | 0 | 1,381,200 | 0.46% | +1,381,200 |
| ZEPP HEALTH CORPORATION | 0 | 27,717 | +27,717 | 0 | 1,268,884 | 0.43% | +1,268,884 |
| TEMPUS AI INC(TEM) | 0 | 15,073 | +15,073 | 0 | 1,216,542 | 0.41% | +1,216,542 |
| HARMONY GOLD MINING CO LTD(HMY) | 0 | 65,103 | +65,103 | 0 | 1,181,619 | 0.40% | +1,181,619 |
| ROBLOX CORP(RBLX) | 0 | 8,500 | +8,500 | 0 | 1,177,420 | 0.39% | +1,177,420 |
| APPLOVIN CORP(APP) | 0 | 1,500 | +1,500 | 0 | 1,077,810 | 0.36% | +1,077,810 |
| OKLO INC(OKLO) | 0 | 8,329 | +8,329 | 0 | 929,766 | 0.31% | +929,766 |
| QFIN HOLDINGS INC(QFIN) | 0 | 31,574 | +31,574 | 0 | 908,700 | 0.30% | +908,700 |
| YALLA GROUP LTD(YALA) | 565,034 | 582,234 | +17,200 | 3,808,329 | 4,372,577 | 1.47% | +564,248 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 6,500 | +6,500 | 0 | 374,400 | 0.13% | +374,400 |
| INTEL CORP(INTC) | 96,800 | 31,900 | -64,900 | 2,168,320 | 1,070,245 | 0.36% | -1,098,075 |
| SCHLUMBERGER LTD(SLB) | 45,000 | 0 | -45,000 | 1,521,000 | 0 | — | -1,521,000 |
| SPINNAKER ETF SERIES | 64,662 | 0 | -64,662 | 2,790,165 | 0 | — | -2,790,165 |
| COINBASE GLOBAL INC(COIN) | 9,800 | 0 | -9,800 | 3,434,802 | 0 | — | -3,434,802 |
| ALPHABET INC(GOOG) | 135,000 | 82,655 | -52,345 | 23,947,650 | 20,130,625 | 6.75% | -3,817,025 |
| ISHARES SILVER TR(SLV) | 302,937 | 134,900 | -168,037 | 9,939,363 | 5,715,713 | 1.92% | -4,223,650 |
| MARVELL TECHNOLOGY INC(MRVL) | 66,800 | 0 | -66,800 | 5,170,320 | 0 | — | -5,170,320 |
| LOCKHEED MARTIN CORP(LMT) | 12,600 | 0 | -12,600 | 5,835,564 | 0 | — | -5,835,564 |
| ADVANCED MICRO DEVICES INC(AMD) | 49,500 | 0 | -49,500 | 7,024,050 | 0 | — | -7,024,050 |
| LI AUTO INC(LI) | 358,086 | 0 | -358,086 | 9,707,711 | 0 | — | -9,707,711 |
| MERCADOLIBRE INC(MELI) | 5,000 | 0 | -5,000 | 13,068,151 | 0 | — | -13,068,151 |
| META PLATFORMS INC(META) | 57,000 | 0 | -57,000 | 42,071,131 | 0 | — | -42,071,131 |