Ariose Capital Management Ltd

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$131M
Signature - Title
Xin Yi - Director
Location
Suite 505, 5 Th Floor, Icbc Tower, 3 Garden Road, Central, Hong Kong, Hong Kong
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 13 $131M +$68.7M -$113M -$44.3M NTES, TCOM, NFLX, DQ, EDU 13F-HR 7/25/2024, 05:02 PM
Q1 2024 12 $190M +$121M -$188M -$67.4M NVDA, NTES, DQ, VIPS, NFLX 13F-HR 4/29/2024, 08:41 PM
Q4 2023 17 $256M +$170M -$81.8M +$88.3M ACMR, VIPS, EDU, LI, BABA 13F-HR 1/12/2024, 08:33 PM
Q3 2023 9 $177M +$104M -$56.4M +$47.8M BABA, NTES, TCOM, DQ, TSLA 13F-HR 10/26/2023, 05:11 PM
Q2 2023 11 $125M +$50.6M -$175M -$124M JD, NTES, MU, BABA, ACMR 13F-HR 7/20/2023, 10:09 AM
Q1 2023 14 $263M +$171M -$168M +$3.7M LI, BABA, JD, EDU, CSIQ 13F-HR 5/2/2023, 06:21 PM
Q4 2022 14 $230M +$140M -$17.3M +$123M BABA, BEKE, EDU, AMAT, TAL 13F-HR 1/19/2023, 09:07 PM
Q3 2022 4 $100M +$77.7M -$63.9M +$13.8M BABA, DQ, EDU, CAT 13F-HR 10/24/2022, 09:49 AM
Q2 2022 5 $93.5M +$89.7M -$21.9M +$67.8M LI, DQ, NTES, EDU, TAL 13F-HR 8/8/2022, 08:15 PM
Q1 2022 5 $25.6M +$23.2M -$39.5M -$16.2M BABA, JD, NTES, NFLX, CRSP 13F-HR 4/29/2022, 08:01 AM
Q4 2021 11 $42.3M +$28.4M -$1.2M +$27.2M CAN, QCOM, NOC, EL, NVDA 13F-HR 1/28/2022, 05:47 PM
Q3 2021 4 $16.3M $0 $0 CAN, NOC, FENG 13F-HR 10/18/2021, 10:46 AM
Q2 2021 7 $30.5M +$29.9M -$13.7M +$16.2M INMD, NVDA, NEM, GDS, RBLX 13F-HR 7/19/2021, 07:26 PM
Q1 2021 4 $14.4M +$14.4M -$66.1M -$51.7M CAN, EXP, NFLX, FENG 13F-HR 5/3/2021, 08:51 PM
Q4 2020 10 $66.1M +$61.1M -$117M -$56.4M MU, BIDU, DQ, EL, JD 13F-HR 1/19/2021, 09:57 PM
Q3 2020 11 $121M +$95M -$118M -$22.6M TSLA, BABA, JD, EDU, SDCCQ 13F-HR 10/29/2020, 07:48 AM
Q2 2020 20 $141M +$89.4M -$189M -$99.3M TAL, AMZN, DDOG, PDD, JD 13F-HR 8/6/2020, 07:54 PM
Q1 2020 44 $209M +$188M -$52.7M +$135M QQQ, JD, TSLA, NVDA, ALGN Restatement 8/5/2020, 08:13 PM
Q4 2019 9 $68.4M +$68.4M -$77.7M -$9.23M TAL, TSLA, AZN, BGNE, META 13F-HR 2/10/2020, 02:52 PM
Q3 2019 6 $77.7M +$58.4M -$100M -$41.6M GLD, YUMC, WB, SINA, SOHU 13F-HR 11/7/2019, 09:54 PM
Q2 2019 6 $120M +$109M -$4.89M +$104M TAL, YUMC, BABA, IQ, BIDU 13F-HR 7/29/2019, 11:50 AM
Q1 2019 2 $15M +$15M -$47.9M -$32.9M TAL, AMAT 13F-HR 5/15/2019, 11:09 AM
Q4 2018 4 $47.9M +$47.9M -$50M -$2.14M CTRP, JD, WB, YY 13F-HR 2/12/2019, 05:21 PM
Q3 2018 3 $50M +$38.3M -$99.8M -$61.5M ESV, BILI, PDD 13F-HR 10/26/2018, 04:10 PM
Q2 2018 7 $99.8M $0 $0 BABA, TAL, SINA, HUYA 13F-HR 8/3/2018, 11:45 AM
Q1 2018 8 $203M +$106M -$164M -$58.2M SINA, HTHT, TAL, BABA, BGNE 13F-HR 5/2/2018, 09:53 AM
Q4 2017 8 $250M +$98.9M -$230M -$131M NTES, HTHT, TAL, EDU, MOMO 13F-HR 2/9/2018, 04:49 PM
Q3 2017 10 $373M +$199M -$149M +$50.8M TAL, BABA, HTHT, EDU, BZUN Restatement 1/23/2018, 01:56 PM
Q2 2017 6 $305M +$129M -$49.9M +$78.9M BABA, HTHT, TAL, NTES, JD Restatement 1/23/2018, 01:56 PM
Q1 2017 7 $197M +$25.7M -$206M -$180M NTES, TAL, BABA, MOMO, BGNE Restatement 1/23/2018, 01:55 PM
Q4 2016 11 $307M +$64.8M -$88M -$23.2M NTES, TAL, BABA, CTRP, CBPO 13F-HR 1/11/2017, 09:18 AM
Q3 2016 14 $366M +$278M -$25.4M +$253M NTES, TAL, BABA, CBPO, BIDU 13F-HR 11/1/2016, 01:00 PM
Q2 2016 8 $98.9M +$47.8M -$66.6M -$18.8M TAL, NTES, SINA, NOAH, MBBYF 13F-HR 7/27/2016, 09:47 PM
Q1 2016 7 $106M +$36.9M -$134M -$97M TAL, BABA, WYNN, CBPO, EHIC 13F-HR 4/26/2016, 06:26 PM
Q4 2015 7 $208M $0 $0 JD, TAL, CBPO, EHIC, WBAI 13F-HR 2/12/2016, 07:37 AM