Ariose Capital Management Ltd
Holdings as of 2026-06-30, filed 2026-07-27
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
19
Value reported by manager
$234.1M
Sum of our stored positions
$234.1M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
60.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
19 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SANDISK CORP | COM | $51.8M | 22,800 | — | 80004C200 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $26.6M | 27,616 | — | G7997R103 |
| ADVANCED MICRO DEVICES INC | COM | $23.2M | 40,007 | — | 007903107 |
| MARVELL TECHNOLOGY INC | COM | $22.2M | 74,400 | — | 573874104 |
| ISHARES TR | ISHARES SEMICDTR | $16.7M | 26,127 | — | 464287523 |
| BWX TECHNOLOGIES INC | COM | $13.9M | 71,580 | — | 05605H100 |
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | $12.8M | 953,974 | — | 23703Q203 |
| APPLIED MATLS INC | COM | $10.3M | 14,200 | — | 038222105 |
| BAIDU INC | SPON ADR REP A | $9.6M | 83,900 | — | 056752108 |
| STMICROELECTRONICS N V | NY REGISTRY | $7.6M | 100,835 | — | 861012102 |
| VEECO INSTRS INC DEL | COM | $7.3M | 95,647 | — | 922417100 |
| POWER INTEGRATIONS INC | COM | $5.6M | 66,578 | — | 739276103 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $5.4M | 11,400 | — | 874039100 |
| NAVITAS SEMICONDUCTOR CORP | COM | $5M | 280,582 | — | 63942X106 |
| VIAVI SOLUTIONS INC | COM | $5M | 105,187 | — | 925550105 |
| SEMTECH CORP | COM | $4.7M | 28,991 | — | 816850101 |
| SIGMA LITHIUM CORPORATION | COM | $3.9M | 310,076 | — | 826599102 |
| JOYY INC | ADS REPSTG COM A | $1.4M | 21,338 | — | 46591M109 |
| INTEL CORP | COM | $1.1M | 7,542 | — | 458140100 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27