Holdings
Ariose Capital Management Ltd
As of Jun 30, 2026, Ariose Capital Management Ltd reported 14 positions worth US$167M. Largest: Sandisk Corporation, Advanced Micro Devices Inc and Marvell Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 22,800 | US$51.8M | new | Jun 30, 2026 |
| Advanced Micro Devices Inc | 40,007 | US$23.2M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 74,400 | US$22.2M | new | Jun 30, 2026 |
| Bwx Technologies, Inc. | 71,580 | US$13.9M | new | Jun 30, 2026 |
| Applied Materials, Inc. | 14,200 | US$10.3M | new | Jun 30, 2026 |
| Stmicroelectronics Nv | 101K | US$7.55M | new | Jun 30, 2026 |
| Veeco Instruments Inc. | 95,647 | US$7.25M | new | Jun 30, 2026 |
| Power Integrations, Inc. | 66,578 | US$5.58M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,400 | US$5.44M | new | Jun 30, 2026 |
| Navitas Semiconductor Corporation | 281K | US$5.03M | new | Jun 30, 2026 |