account_balance
Investment manager · 13F filer · SEC CIK 1665925
Ariose Capital Management Ltd
Reported value$84.3Mas of Sep 30, 2026
Positions7 6 new, 18 sold out
Top 10 weight100%NVDA alone is 64%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDA
Nvidia Corporation
64.1%New
OKTA
Okta INC
14.5%New
LITE
Lumentum Hldgs INC
11.3%New
CRWD
Crowdstrike Hldgs INC
6.1%New
AXTI
1.4%
INTC
1.4%
CRDO
1.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed