Ariose Capital Management’s Daqo New Energy DQ Stock Holding History

Ariose Capital Management’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8M	Buy	953,974 +496,819	+109%	+$9.02M	5.46%	7
2026 Q1	$9.72M	Hold	457,155	–	–	6.53%	5
2025 Q4	$13.5M	Buy	457,155 +118,500	+35%	+$3.62M	4.52%	8
2025 Q3	$9.53M	Hold	338,655	–	–	3.19%	12
2025 Q2	$5.14M	Sell	338,655 -193,254	-36%	-$2.74M	3.25%	10
2025 Q1	$9.63M	Sell	531,909 -973,800	-65%	-$19.1M	10.56%	6
2024 Q4	$29.3M	Buy	1,505,709 +324,585	+27%	+$6.63M	24.23%	1
2024 Q3	$24.1M	Hold	1,181,124	–	–	20.59%	2
2024 Q2	$17.2M	Buy	1,181,124 +228,200	+24%	+$4.8M	13.17%	4
2024 Q1	$26.8M	Buy	952,924 +152,800	+19%	+$3.41M	14.13%	3
2023 Q4	$21.3M	Hold	800,124	–	–	8.3%	7
2023 Q3	$24.2M	Buy	800,124 +611,755	+325%	+$21.8M	13.71%	4
2023 Q2	$7.48M	Buy	+188,369	New	+$7.86M	5.96%	8
2023 Q1	–	Sell	-212,748	Closed	-$8.21M	–	16
2022 Q4	$8.21M	Sell	212,748 -68,117	-24%	-$3.33M	3.56%	8
2022 Q3	$14.9M	Sell	280,865 -175,351	-38%	-$11.2M	14.89%	2
2022 Q2	$32.6M	Buy	+456,216	New	+$22.6M	34.81%	2
2021 Q4	–	Sell	-188,639	Closed	-$10.8M	–	12
2021 Q3	$10.8M	Buy	+188,639	New	+$11.3M	39.81%	1
2021 Q1	–	Sell	-172,044	Closed	-$9.87M	–	7
2020 Q4	$9.87M	Buy	+172,044	New	+$7.5M	14.94%	3

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ariose Capital Management's DQ Position: Q2 2026 in Review

Ariose Capital Management increased its Daqo New Energy (DQ) stake by 109% in Q2 2026, buying an estimated $9.02M and bringing the position to 953,974 shares worth $12.8M. The position accounts for 5.46% of the portfolio, ranked #7.

Ariose Capital Management first reported a position in DQ in Q4 2020 and has held it in 18 quarters since. The position peaked at $32.6M in Q2 2022. 114 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

Ariose Capital Management held 953,974 shares of Daqo New Energy worth $12.8M as of Q2 2026.
Ariose Capital Management bought 496,819 Daqo New Energy shares in Q2 2026, an estimated $9.02M.
Daqo New Energy made up 5.46% of Ariose Capital Management's portfolio in Q2 2026, its #7 holding.
Ariose Capital Management first reported a position in Daqo New Energy in Q4 2020 and has held it in 18 quarters since.
Ariose Capital Management's Daqo New Energy position peaked at $32.6M in Q2 2022.
114 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

Based on Ariose Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.