Ariose Capital Management’s Unity U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-924,583	Closed	-$40.8M	–	25
2025 Q4	$40.8M	Buy	924,583 +452,983	+96%	+$18.5M	13.68%	3
2025 Q3	$18.9M	Buy	+471,600	New	+$17.5M	6.33%	5
2025 Q1	–	Sell	-102,300	Closed	-$2.3M	–	22
2024 Q4	$2.3M	Buy	+102,300	New	+$2.27M	1.9%	8
2023 Q3	–	Sell	-181,262	Closed	-$7.87M	–	13
2023 Q2	$7.87M	Buy	+181,262	New	+$5.8M	6.28%	6

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ariose Capital Management's U Position: Q1 2026 in Review

Ariose Capital Management sold out of Unity (U) in Q1 2026, closing a stake of 924,583 shares — an estimated $40.8M sold.

Ariose Capital Management first reported a position in U in Q2 2023 and held it in 4 quarters. The position peaked at $40.8M in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Ariose Capital Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Ariose Capital Management sold 924,583 Unity shares in Q1 2026, an estimated $40.8M.
Ariose Capital Management first reported a position in Unity in Q2 2023 and held it in 4 quarters.
Ariose Capital Management's Unity position peaked at $40.8M in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Ariose Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.