Ariose Capital Management Ltd reported 19 holdings worth US$234M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Ariose Capital Management Ltd reported 19 holdings worth US$234M as of Jun 30, 2026. Largest: Sandisk Corporation, Advanced Micro Devices Inc and Marvell Technology, Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$234M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sandisk Corporation | 22,800 | US$51.8M | 22.1% |
| Advanced Micro Devices Inc | 40,007 | US$23.2M | 9.9% |
| Marvell Technology, Inc. | 74,400 | US$22.2M | 9.5% |
| Bwx Technologies, Inc. | 71,580 | US$13.9M | 6.0% |
| Applied Materials, Inc. | 14,200 | US$10.3M | 4.4% |
| Stmicroelectronics Nv | 101K | US$7.55M | 3.2% |
| Veeco Instruments Inc. | 95,647 | US$7.25M | 3.1% |
| Power Integrations, Inc. | 66,578 | US$5.58M | 2.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,400 | US$5.44M | 2.3% |
| Navitas Semiconductor Corporation | 281K | US$5.03M | 2.1% |
| Viavi Solutions Inc. | 105K | US$5.02M | 2.1% |
| Semtech Corporation | 28,991 | US$4.69M | 2.0% |
| Sigma Lithium Corporation | 310K | US$3.92M | 1.7% |
| Intel Corporation | 7,542 | US$1.05M | 0.45% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Vicor Corporation | 0 | US$0 | 0.00% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Axt Inc | 0 | US$0 | 0.00% |
| Cameco Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |