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Latest Ariose Capital Management Ltd Stock Portfolio

$256Million

Equity Portfolio Value
Last Reported on: 16 Jan, 2024

About Ariose Capital Management Ltd and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Ariose Capital Management Ltd reported an equity portfolio of $256.4 Millions as of 31 Dec, 2023.

The top stock holdings of Ariose Capital Management Ltd are ACMR, , . The fund has invested 15.1% of it's portfolio in ACM RESH INC and 13.8% of portfolio in VIPSHOP HLDGS LTD.

The fund managers got completely rid off TRIP COM GROUP LTD and LOCKHEED MARTIN CORP (LMT) stocks. They significantly reduced their stock positions in TESLA INC (TSLA) and NETEASE INC. Ariose Capital Management Ltd opened new stock positions in VIPSHOP HLDGS LTD, ADVANCED MICRO DEVICES INC (AMD) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ACM RESH INC (ACMR).

New Buys

Ticker$ Bought
VIPSHOP HLDGS LTD35,497,800
NEW ORIENTAL ED & TECHNOLOGY30,631,000
LI AUTO INC29,554,700
KE HLDGS INC21,392,300
TAL EDUCATION GROUP10,260,600
JD.COM INC8,354,990
ADVANCED MICRO DEVICES INC3,390,430
ALPHABET INC3,073,180

New stocks bought by Ariose Capital Management Ltd

Additions

Ticker% Inc.
ACM RESH INC163

Additions to existing portfolio by Ariose Capital Management Ltd

Reductions

Ticker% Reduced
TESLA INC-72.43
NETEASE INC-42.29
ALIBABA GROUP HLDG LTD-36.08

Ariose Capital Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
TRIP COM GROUP LTD-32,118,300
LOCKHEED MARTIN CORP-7,974,720

Ariose Capital Management Ltd got rid off the above stocks

Current Stock Holdings of Ariose Capital Management Ltd

Last Reported on: 16 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ACMRACM RESH INC15.091,980,67038,702,300ADDED163
AMDADVANCED MICRO DEVICES INC1.3223,0003,390,430NEW
GOOGALPHABET INC1.2022,0003,073,180NEW
LMTLOCKHEED MARTIN CORP0.000.000.00SOLD OFF-100
NOCNORTHROP GRUMMAN CORP1.096,0002,808,840NEW
TSLATESLA INC2.2122,8005,665,340REDUCED-72.43
VIPSHOP HLDGS LTD13.841,998,75035,497,800NEW
NEW ORIENTAL ED & TECHNOLOGY11.95418,00030,631,000NEW
LI AUTO INC11.53789,60029,554,700NEW
ALIBABA GROUP HLDG LTD9.56316,17424,506,600REDUCED-36.08
KE HLDGS INC8.341,319,70021,392,300NEW
DAQO NEW ENERGY CORP8.30800,12421,283,300UNCHANGED0.00
NETEASE INC6.89189,65917,668,600REDUCED-42.29
TAL EDUCATION GROUP4.00812,40010,260,600NEW
JD.COM INC3.26289,2008,354,990NEW
HOLLYSYS AUTOMATION TCHNGY L0.6159,7191,573,600UNCHANGED0.00
CANAAN INC0.41458,7001,059,600NEW
ATOUR LIFESTYLE HLDGS LTD0.4058,4651,014,950UNCHANGED0.00
TRIP COM GROUP LTD0.000.000.00SOLD OFF-100