Holders — by stockHoldings — by fund
Ariose Capital Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1665925
$234.1M
disclosed book value
19
positions
22.1%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 22,800 | $51.8M | 22.1% |
| 2 | SEAGATE TECHNOLOGY HLDNGS PL | 27,616 | $26.6M | 11.4% |
| 3 | AMDADVANCED MICRO DEVICES INC | 40,007 | $23.2M | 9.9% |
| 4 | MRVLMARVELL TECHNOLOGY INC | 74,400 | $22.2M | 9.5% |
| 5 | SOXXISHARES TR | 26,127 | $16.7M | 7.1% |
| 6 | BWXTBWX TECHNOLOGIES INC | 71,580 | $13.9M | 6% |
| 7 | DQDAQO NEW ENERGY CORP | 953,974 | $12.8M | 5.5% |
| 8 | AMATAPPLIED MATLS INC | 14,200 | $10.3M | 4.4% |
| 9 | BIDUBAIDU INC | 83,900 | $9.6M | 4.1% |
| 10 | STMSTMICROELECTRONICS N V | 100,835 | $7.6M | 3.2% |
| 11 | VECOVEECO INSTRS INC DEL | 95,647 | $7.3M | 3.1% |
| 12 | POWIPOWER INTEGRATIONS INC | 66,578 | $5.6M | 2.4% |
| 13 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,400 | $5.4M | 2.3% |
| 14 | NVTSNAVITAS SEMICONDUCTOR CORP | 280,582 | $5.0M | 2.1% |
| 15 | VIAVVIAVI SOLUTIONS INC | 105,187 | $5.0M | 2.1% |
| 16 | SMTCSEMTECH CORP | 28,991 | $4.7M | 2% |
| 17 | SGMLSIGMA LITHIUM CORPORATION | 310,076 | $3.9M | 1.7% |
| 18 | JOYYJOYY INC | 21,338 | $1.4M | 0.6% |
| 19 | INTCINTEL CORP | 7,542 | $1.1M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.