Ariose Capital Management Ltd - Q3 2023 holdings

$177 Million is the total value of Ariose Capital Management Ltd's 9 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 54.5% .

 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$42,902,037
+217.2%
494,605
+204.8%
24.28%
+125.1%
NTES BuyNETEASE INCsponsored ads$32,916,682
+12.1%
328,641
+8.2%
18.63%
-20.4%
TCOM BuyTRIP COM GROUP LTDads$32,118,301
+313.0%
918,453
+313.3%
18.18%
+193.1%
DQ BuyDAQO NEW ENERGY CORPspnsrd ads new$24,219,754
+223.9%
800,124
+324.8%
13.71%
+129.9%
TSLA NewTESLA INC$20,693,19482,700
+100.0%
11.71%
ACMR BuyACM RESH INC$13,593,813
+52.6%
750,832
+10.2%
7.69%
+8.3%
LMT NewLOCKHEED MARTIN CORP$7,974,72019,500
+100.0%
4.51%
HOLI  HOLLYSYS AUTOMATION TCHNGY L$1,184,825
+12.8%
59,7190.0%0.67%
-19.9%
 ATOUR LIFESTYLE HLDGS LTDsponsored ads$1,102,065
+16.1%
58,4650.0%0.62%
-17.6%
CAN ExitCANAAN INCsponsored ads$0-201,938
-100.0%
-0.34%
U ExitUNITY SOFTWARE INC$0-181,262
-100.0%
-6.28%
MU ExitMICRON TECHNOLOGY INC$0-222,400
-100.0%
-11.19%
JD ExitJD.COM INCspon adr cl a$0-996,955
-100.0%
-27.13%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-26
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TAL EDUCATION GROUP18Q4 202267.4%
ALIBABA GROUP HLDG LTD17Q3 202376.7%
JD.COM INC13Q2 202339.9%
NETEASE INC12Q3 202336.9%
TESLA INC8Q3 202333.3%
DAQO NEW ENERGY CORP7Q3 202339.8%
BEIGENE LTD7Q4 201912.4%
SINA CORP6Q4 202027.3%
NVIDIA CORPORATION6Q4 202119.7%
NORTHROP GRUMMAN CORP5Q4 202222.0%

View Ariose Capital Management Ltd's complete holdings history.

Latest significant ownerships (13-D/G)
Ariose Capital Management Ltd Q3 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
China Online Education GroupMarch 10, 20172,494,0954.8%

View Ariose Capital Management Ltd's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-01-16
13F-HR2023-10-26
13F-HR2023-07-20
13F-HR2023-05-03
13F-HR2023-01-20
13F-HR2022-10-24
13F-HR2022-08-09
13F-HR2022-04-29
13F-HR2022-01-31
13F-HR2021-10-18

View Ariose Capital Management Ltd's complete filings history.

Compare quarters

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