Ariose Capital Management Ltd
An institutional investment manager in CENTRAL, HONG KONG. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 27, 2026. SEC CIK 1665925.
- Reported value$234.1m
- Positions19
Holdings: 19 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Sandisk CorpSNDK | COM | 80004C200 | 51.8 | 22.1% | 22,800 | New+22,800 | |
| Seagate Technology HLDNGS PL | ORD SHS | G7997R103 | 26.6 | 11.4% | 27,616 | Reduced−68,984 | |
| Advanced Micro Devices IncAMD | COM | 007903107 | 23.2 | 9.9% | 40,007 | New+40,007 | |
| Marvell Technology IncMRVL | COM | 573874104 | 22.2 | 9.5% | 74,400 | New+74,400 | |
| Ishares TR | ISHARES SEMICDTR | 464287523 | 16.7 | 7.1% | 26,127 | New+26,127 | |
| BWX Technologies IncBWXT | COM | 05605H100 | 13.9 | 6.0% | 71,580 | New+71,580 | |
| Daqo New Energy CorpDQ | SPNSRD ADS NEW | 23703Q203 | 12.8 | 5.5% | 953,974 | Added+496,819 | |
| Applied Matls IncAMAT | COM | 038222105 | 10.3 | 4.4% | 14,200 | New+14,200 | |
| Baidu IncBIDU | SPON ADR REP A | 056752108 | 9.6 | 4.1% | 83,900 | New+83,900 | |
| Stmicroelectronics N VSTM | NY REGISTRY | 861012102 | 7.6 | 3.2% | 100,835 | New+100,835 | |
| Veeco Instrs Inc DelVECO | COM | 922417100 | 7.3 | 3.1% | 95,647 | New+95,647 | |
| Power Integrations IncPOWI | COM | 739276103 | 5.6 | 2.4% | 66,578 | New+66,578 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 5.4 | 2.3% | 11,400 | New+11,400 | |
| Navitas Semiconductor CorpNVTS | COM | 63942X106 | 5.0 | 2.1% | 280,582 | New+280,582 | |
| Viavi Solutions IncVIAV | COM | 925550105 | 5.0 | 2.1% | 105,187 | New+105,187 | |
| Semtech CorpSMTC | COM | 816850101 | 4.7 | 2.0% | 28,991 | New+28,991 | |
| Sigma Lithium CorporationSGML | COM | 826599102 | 3.9 | 1.7% | 310,076 | Unchanged | |
| Joyy IncJOYY | ADS REPSTG COM A | 46591M109 | 1.4 | 0.6% | 21,338 | Reduced−21,339 | |
| Intel CorpINTC | COM | 458140100 | 1.1 | 0.4% | 7,542 | New+7,542 |
Sold out: 11 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Applied Optoelectronics IncAAOI | COM | 03823U102 | 0.0 | 0.0% | 0 | Sold out−104,000 | |
| AXT IncAXTI | COM | 00246W103 | 0.0 | 0.0% | 0 | Sold out−685,524 | |
| Cameco CorpCCJ | COM | 13321L108 | 0.0 | 0.0% | 0 | Sold out−34,460 | |
| Corning IncGLW | COM | 219350105 | 0.0 | 0.0% | 0 | Sold out−126,729 | |
| Global X FDS | GLOBAL X URANIUM | 37954Y871 | 0.0 | 0.0% | 0 | Sold out−76,900 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 0.0 | 0.0% | 0 | Sold out−2,784 | |
| Nokia CorpNOK | SPONSORED ADR | 654902204 | 0.0 | 0.0% | 0 | Sold out−598,086 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 0.0 | 0.0% | 0 | Sold out−8,400 | |
| Sprott FDS TR | URANIUM MINERS E | 85208P303 | 0.0 | 0.0% | 0 | Sold out−29,040 | |
| Vicor CorpVICR | COM | 925815102 | 0.0 | 0.0% | 0 | Sold out−72,788 | |
| Yalla Group LtdYALA | ADS | 98459U103 | 0.0 | 0.0% | 0 | Sold out−109,934 |
Source: SEC EDGAR, Form 13F-HR, accession 0001665925-26-000007 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.