Portfolio (Quarterly)
Guide ↗
Ariose Capital Management Ltd
· CIK 0001665925| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AXTI | AXT INC | Technology | 685,524 | $39.1M | 26.23% | SOLD |
| 2 | GLW | CORNING INC | Technology | 126,729 | $17.2M | 11.57% | SOLD |
| 3 | VICR | VICOR CORP | Technology | 72,788 | $11.7M | 7.87% | SOLD |
| 4 | AAOI | APPLIED OPTOELECTRONICS INC | Technology | 104,000 | $8.8M | 5.91% | SOLD |
| 5 | NOK | NOKIA CORP | Technology | 598,086 | $4.8M | 3.23% | SOLD |
| 6 | CCJ | CAMECO CORP | Energy | 34,460 | $3.7M | 2.51% | SOLD |
| 7 | URA | GLOBAL X FDS | — | 76,900 | $3.7M | 2.50% | SOLD |
| 8 | LITE | LUMENTUM HLDGS INC | Technology | 2,784 | $2.0M | 1.31% | SOLD |
| 9 | URNM | SPROTT FDS TR | — | 29,040 | $1.8M | 1.23% | SOLD |
| 10 | NVDA | NVIDIA CORPORATION | Technology | 8,400 | $1.5M | 0.98% | SOLD |
| 11 | YALA | YALLA GROUP LTD | Technology | 109,934 | $685K | 0.46% | SOLD |
Sector Allocation
Technology
86.7%
Industrials
6.4%
Communication Services
5.1%
Basic Materials
1.8%