ARIOSE CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | U | 925K | $40.84M |
 | DQ | 457K | $13.49M |
 | NVDA | 326K | $60.74M |
 | GOOGL | 219K | $68.69M |
 | NFLX | 190K | $17.81M |
 | TER | 167K | $32.25M |
 | YALA | 110K | $762.94K |
 | CAMT | 37K | $3.90M |
 | MLI | 33K | $3.81M |
 | QFIN | 32K | $608.43K |
 | KLAC | 13K | $16.16M |
Unity Software Inc.
U
Shares Held
925K
Value
$40.84M
Daqo New Energy Corp.
DQ
Shares Held
457K
Value
$13.49M
NVIDIA Corporation
NVDA
Shares Held
326K
Value
$60.74M
Alphabet Inc.
GOOGL
Shares Held
219K
Value
$68.69M
Netflix, Inc.
NFLX
Shares Held
190K
Value
$17.81M
Teradyne, Inc.
TER
Shares Held
167K
Value
$32.25M
Yalla Group Limited
YALA
Shares Held
110K
Value
$762.94K
Camtek Ltd.
CAMT
Shares Held
37K
Value
$3.90M
Mueller Industries, Inc.
MLI
Shares Held
33K
Value
$3.81M
Qfin Holdings, Inc.
QFIN
Shares Held
32K
Value
$608.43K
KLA Corporation
KLAC
Shares Held
13K
Value
$16.16M