Ariose Capital Management Ltd
CIK 1665925 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- SNDK22.14%
- STX11.38%
- AMD9.93%
- MRVL9.47%
- SOXX7.15%
- BWXT5.95%
- DQ5.46%
- AMAT4.38%
- BIDU4.10%
- STM3.23%
Share classes counted separately83.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- STXWeight decreased · -14.03 pp25.41% → 11.38%Shares -68.98K (-71.41%)
- DQWeight decreased · -1.07 pp6.53% → 5.46%Shares +496.82K (+108.68%)
- JOYYWeight decreased · -1.07 pp1.67% → 0.60%Shares -21.34K (-50.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SNDKSANDISK CORP View history and evidence | $51.84M | 22.14% | 22.80K shares | Prior unavailable +22.80K | New | ▾ |
| 02 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $26.65M | 11.38% | 27.62K shares | 25.41% → 11.38%-14.03 pp -68.98K (-71.41%) | Reduced | ▾ |
| 03 | AMDADVANCED MICRO DEVICES View history and evidence | $23.24M | 9.93% | 40.01K shares | Prior unavailable +40.01K | New | ▾ |
| 04 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $22.16M | 9.47% | 74.40K shares | Prior unavailable +74.40K | New | ▾ |
| 05 | SOXXISHARES SEMICONDUCTOR ETFISHARES SEMICDTR View history and evidence | $16.74M | 7.15% | 26.13K shares | Prior unavailable +26.13K | New | ▾ |
| 06 | BWXTBWX TECHNOLOGIES INC View history and evidence | $13.93M | 5.95% | 71.58K shares | Prior unavailable +71.58K | New | ▾ |
| 07 | DQDAQO NEW ENERGY CORP-ADRSPNSRD ADS NEW View history and evidence | $12.77M | 5.46% | 953.97K shares | 6.53% → 5.46%-1.07 pp +496.82K (+108.68%) | Added | ▾ |
| 08 | AMATAPPLIED MATERIALS INC View history and evidence | $10.27M | 4.38% | 14.20K shares | Prior unavailable +14.20K | New | ▾ |
| 09 | BIDUBAIDU INC - SPON ADRSPON ADR REP A View history and evidence | $9.59M | 4.10% | 83.90K shares | Prior unavailable +83.90K | New | ▾ |
| 10 | STMSTMICROELECTRONICS NV-NY SHSNY REGISTRY View history and evidence | $7.55M | 3.23% | 100.83K shares | Prior unavailable +100.83K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AXTI AXT INC | Non-derivative | -685,524 | -$39.06M | SEC filing ↗ | SEC filing ↗ |
| GLW CORNING INC | Non-derivative | -126,729 | -$17.23M | SEC filing ↗ | SEC filing ↗ |
| VICR VICOR CORP | Non-derivative | -72,788 | -$11.72M | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665925 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 234146388
}Take these holdings further.
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