Q2 2026 · 13F-HR
Ariose Capital Management Ltdholdings as filed
Filed 2026-07-27 · accession 0001665925-26-000007
$234.1M
Reported value
19
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80004C200 | SNDK | SANDISK CORP | $51.8M | 22.1% | 22,800 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.6M | 11.4% | 27,616 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $23.2M | 9.93% | 40,007 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $22.2M | 9.47% | 74,400 | Common | SOLE |
| 464287523 | SOXX | ISHARES TR | $16.7M | 7.15% | 26,127 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $13.9M | 5.95% | 71,580 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $12.8M | 5.46% | 953,974 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $10.3M | 4.38% | 14,200 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $9.6M | 4.10% | 83,900 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $7.6M | 3.23% | 100,835 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $7.3M | 3.10% | 95,647 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $5.6M | 2.38% | 66,578 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.4M | 2.33% | 11,400 | Common | SOLE |
| 63942X106 | NVTS | NAVITAS SEMICONDUCTOR CORP | $5.0M | 2.15% | 280,582 | Common | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $5.0M | 2.15% | 105,187 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $4.7M | 2.00% | 28,991 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $3.9M | 1.68% | 310,076 | Common | SOLE |
| 46591M109 | JOYY | JOYY INC | $1.4M | 0.60% | 21,338 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $1.1M | 0.45% | 7,542 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.