ARIOSE CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXTI | 686K | $39.06M |
 | NOK | 598K | $4.81M |
 | DQ | 457K | $9.72M |
 | SGML | 310K | $3.83M |
 | GLW | 127K | $17.23M |
 | YALA | 110K | $684.89K |
 | AAOI | 104K | $8.80M |
 | STX | 97K | $37.84M |
 | VICR | 73K | $11.72M |
 | CCJ | 34K | $3.74M |
 | NVDA | 8K | $1.46M |
 | LITE | 3K | $1.96M |
AXT, Inc.
AXTI
Shares Held
686K
Value
$39.06M
Nokia Oyj
NOK
Shares Held
598K
Value
$4.81M
Daqo New Energy Corp.
DQ
Shares Held
457K
Value
$9.72M
Sigma Lithium Corporation
SGML
Shares Held
310K
Value
$3.83M
Corning Incorporated
GLW
Shares Held
127K
Value
$17.23M
Yalla Group Limited
YALA
Shares Held
110K
Value
$684.89K
Applied Optoelectronics, Inc.
AAOI
Shares Held
104K
Value
$8.80M
Seagate Technology Holdings plc
STX
Shares Held
97K
Value
$37.84M
Vicor Corporation
VICR
Shares Held
73K
Value
$11.72M
Cameco Corporation
CCJ
Shares Held
34K
Value
$3.74M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.46M
Lumentum Holdings Inc.
LITE
Shares Held
3K
Value
$1.96M