Ariose Capital Management Ltd
19 holdingsFiling period: 2026-06-30Current AUM: $169.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corp | 22.8K | $51.8M | $28.6M | 16.94% | -- | 2026-06-30 |
| 2 | — | Seagate Technology Hldngs PL | 27.6K | $26.6M | $26.6M | 15.77% | -68,984 | 2026-06-30 |
| 3 | AMD | Advanced Micro Devices Inc | 40.0K | $23.2M | $21.3M | 12.57% | -- | 2026-06-30 |
| 4 | MRVL | Marvell Technology Inc | 74.4K | $22.2M | $17.4M | 10.29% | -- | 2026-06-30 |
| 5 | SOXX | iShares TR | 26.1K | $16.7M | $12.8M | 7.60% | -- | 2026-06-30 |
| 6 | BWXT | Bwx Technologies Inc | 71.6K | $13.9M | $9.4M | 5.56% | -- | 2026-06-30 |
| 7 | DQ | Daqo New Energy Corp | 954.0K | $12.8M | $9.6M | 5.71% | +496.8K | 2026-06-30 |
| 8 | AMAT | Applied Matls Inc | 14.2K | $10.3M | $5.5M | 3.26% | -- | 2026-06-30 |
| 9 | BIDU | Baidu Inc | 83.9K | $9.6M | $6.5M | 3.86% | -- | 2026-06-30 |
| 10 | STM | Stmicroelectronics N V | 100.8K | $7.6M | $4.6M | 2.70% | -- | 2026-06-30 |
| 11 | VECO | Veeco Instrs Inc Del | 95.6K | $7.3M | $4.1M | 2.41% | -- | 2026-06-30 |
| 12 | POWI | Power Integrations Inc | 66.6K | $5.6M | $3.2M | 1.87% | -- | 2026-06-30 |
| 13 | TSM | Taiwan Semiconductor Manufac | 11.4K | $5.4M | $4.8M | 2.86% | -- | 2026-06-30 |
| 14 | NVTS | Navitas Semiconductor Corp | 280.6K | $5.0M | $2.4M | 1.39% | -- | 2026-06-30 |
| 15 | VIAV | Viavi Solutions Inc | 105.2K | $5.0M | $3.4M | 1.98% | -- | 2026-06-30 |
| 16 | SMTC | Semtech Corp | 29.0K | $4.7M | $4.0M | 2.35% | -- | 2026-06-30 |
| 17 | SGML | Sigma Lithium Corporation | 310.1K | $3.9M | $2.4M | 1.44% | -- | 2026-06-30 |
| 18 | JOYY | Joyy Inc | 21.3K | $1.4M | $1.8M | 1.05% | -21,339 | 2026-06-30 |
| 19 | INTC | Intel Corp | 7.5K | $1.1M | $682K | 0.40% | -- | 2026-06-30 |
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