Ariose Capital Management Ltd Portfolio Stock Holdings
Ariose Capital Management Ltd disclosed 19 stock positions valued at approximately $234.1 million in its latest SEC 13F filing. The largest holdings include SANDISK CORP, SEAGATE TECHNOLOGY HLDNGS PL, and ADVANCED MICRO DEVICES INC. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $234.1M
Holdings by Sector
Ariose Capital Management Ltd Portfolio Holdings in Q2 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 22.14% | 22,800 | +22,800 | +100.00% | $51,841,044 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 11.38% | 27,616 | -68,984 | -71.41% | $26,649,440 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 9.93% | 40,007 | +40,007 | +100.00% | $23,240,466 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 9.47% | 74,400 | +74,400 | +100.00% | $22,163,016 |
| ISHARES TR | SOXX | Other | 7.15% | 26,127 | +26,127 | +100.00% | $16,741,137 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 5.95% | 71,580 | +71,580 | +100.00% | $13,933,048 |
| DAQO NEW ENERGY CORP | DQ | Technology | 5.46% | 953,974 | +496,819 | +108.68% | $12,773,713 |
| APPLIED MATLS INC | AMAT | Technology | 4.38% | 14,200 | +14,200 | +100.00% | $10,266,600 |
| BAIDU INC | BIDU | Communication Services | 4.10% | 83,900 | +83,900 | +100.00% | $9,588,931 |
| STMICROELECTRONICS N V | STM | Technology | 3.23% | 100,835 | +100,835 | +100.00% | $7,551,533 |
| VEECO INSTRS INC DEL | VECO | Technology | 3.10% | 95,647 | +95,647 | +100.00% | $7,250,043 |
| POWER INTEGRATIONS INC | POWI | Technology | 2.38% | 66,578 | +66,578 | +100.00% | $5,576,573 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.33% | 11,400 | +11,400 | +100.00% | $5,444,298 |
| NAVITAS SEMICONDUCTOR CORP | NVTS | Technology | 2.15% | 280,582 | +280,582 | +100.00% | $5,028,029 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 2.15% | 105,187 | +105,187 | +100.00% | $5,022,679 |
| SEMTECH CORP | SMTC | Technology | 2.00% | 28,991 | +28,991 | +100.00% | $4,692,193 |
| SIGMA LITHIUM CORPORATION | SGML | Basic Materials | 1.68% | 310,076 | - | - | $3,922,461 |
| JOYY INC | YY | Communication Services | 0.60% | 21,338 | -21,339 | -50.00% | $1,408,095 |
| INTEL CORP | INTC | Technology | 0.45% | 7,542 | +7,542 | +100.00% | $1,053,089 |