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Portfolio (Quarterly) Guide ↗

Ariose Capital Management Ltd

· CIK 0001665925
13F Portfolio $234M AUM 19 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 1 Added 2 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 27,616.0 $26.6M 11.38% -69K -71.4% $965.00 -12.0%
2 JOYY JOYY INC Communication Services 21,338.0 $1.4M 0.60% -21K -50.0% $65.99 +13.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 86.7%
Industrials 6.4%
Communication Services 5.1%
Basic Materials 1.8%