Ariose Capital Management Ltd — Q1 2021 13F Holdings

Name: Ariose Capital Management Ltd — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001665925

Total reported value

$148.9M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CAN	Canaan INC	Stock-Other	38.32%	—	—
2	EXP	Eagle Materials INC	Stock-Materials	29.68%	—	—
3	NFLX	Netflix INC	Stock-Comm Services	27.15%	-5.96%	EXIT
4	FENGEUR	Phoenix New Media LTD -adr	Stock-Other	4.85%	—	—

Position changes disclosed by Ariose Capital Management Ltd for the quarter ending Q1 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MU	Micron Technology INC	—	EXIT	Sold out
2	BIDU	Baidu INC - Spon Adr	—	EXIT	Sold out
3	DQ	Daqo New Energy Corp-adr	—	EXIT	Sold out
4	EL	Estee Lauder Companies-cl A	—	EXIT	Sold out
5	CAN	Canaan INC	—	NEW	New buy
6	JD	Jd.com Inc-adr	—	EXIT	Sold out
7	SPLKCHF	Splunk INC	—	EXIT	Sold out
8	EXP	Eagle Materials INC	—	NEW	New buy
9	MSFT	Microsoft CORP	—	EXIT	Sold out
10	NFLX	Netflix INC	—	NEW	New buy
11	✓		—	EXIT	Sold out
12	NOC	Northrop Grumman CORP	—	EXIT	Sold out
13	AAPL	Apple INC	—	EXIT	Sold out
14	FENGEUR	Phoenix New Media LTD -adr	—	NEW	New buy