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Ariose Capital Management Ltd

Updated 3 days ago

Managed by Ariose Capital Management Ltd • Latest filing Q3 2026

Portfolio value
$84.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$298.5M
Q1 2026$148.9M
Q2 2026$234.1M
Q3 2026$84.3M

Top holdings

7 positions as of Q3 2026

View filing
N
1.NVDAHistory →

NVIDIA CORPORATION

Value
$54M
Shares
236.4K
% Port
64.06%
O
2.OKTAHistory →

OKTA INC

Value
$12.2M
Shares
58.4K
% Port
14.50%
L
3.LITEHistory →

LUMENTUM HLDGS INC

Value
$9.5M
Shares
9.8K
% Port
11.30%
C
4.CRWDHistory →

CROWDSTRIKE HLDGS INC

Value
$5.1M
Shares
19.3K
% Port
6.06%
A
5.AXTIHistory →

AXT INC

Value
$1.2M
Shares
15.0K
% Port
1.38%
I
6.INTCHistory →

INTEL CORP

Value
$1.1M
Shares
9.5K
% Port
1.36%
C
7.CRDOHistory →

CREDO TECHNOLOGY GROUP HOLDI

Value
$1.1M
Shares
5.8K
% Port
1.34%

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