$120 Million is the total value of Ariose Capital Management Ltd's 6 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 500.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TAL | Buy | TAL EDUCATION GROUPsponsored ads | $37,305,000 | +268.7% | 979,136 | +249.2% | 31.16% | -53.8% |
YUMC | New | YUM CHINA HLDGS INC | $31,372,000 | – | 679,039 | +100.0% | 26.20% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $25,485,000 | – | 150,400 | +100.0% | 21.28% | – |
IQ | New | IQIYI INCsponsored ads | $12,261,000 | – | 593,770 | +100.0% | 10.24% | – |
BIDU | New | BAIDU INCspon adr rep a | $8,157,000 | – | 69,500 | +100.0% | 6.81% | – |
NVDA | New | NVIDIA CORP | $5,157,000 | – | 31,400 | +100.0% | 4.31% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TAL EDUCATION GROUP | 19 | Q4 2023 | 67.4% |
ALIBABA GROUP HLDG LTD | 18 | Q4 2023 | 76.7% |
NETEASE INC | 15 | Q2 2024 | 36.9% |
JD.COM INC | 14 | Q4 2023 | 39.9% |
DAQO NEW ENERGY CORP | 10 | Q2 2024 | 39.8% |
TESLA INC | 10 | Q2 2024 | 33.3% |
NORTHROP GRUMMAN CORP | 8 | Q2 2024 | 22.0% |
NVIDIA CORPORATION | 7 | Q1 2024 | 32.3% |
BEIGENE LTD | 7 | Q4 2019 | 12.4% |
SINA CORP | 6 | Q4 2020 | 27.3% |
View Ariose Capital Management Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
China Online Education Group | March 10, 2017 | 2,494,095 | 4.8% |
View Ariose Capital Management Ltd's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-26 |
13F-HR | 2024-07-25 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-03 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-24 |
13F-HR | 2022-08-09 |
View Ariose Capital Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.