# Ariose Capital Management Ltd: Form 13F holdings

An institutional investment manager in CENTRAL, HONG KONG. SEC CIK 1665925.

- Quarter ended: 2026-06-30
- Filed: 2026-07-27
- Reported value: $234.1m
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1665925/000166592526000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $51.8m | 22.1% | 22,800 |  | New +22,800 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $26.6m | 11.4% | 27,616 |  | Reduced −68,984 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $23.2m | 9.9% | 40,007 |  | New +40,007 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $22.2m | 9.5% | 74,400 |  | New +74,400 |
| ISHARES TR | ISHARES SEMICDTR | $16.7m | 7.1% | 26,127 |  | New +26,127 |
| [BWX TECHNOLOGIES INC (BWXT)](/companies/bwxt.md) | COM | $13.9m | 6.0% | 71,580 |  | New +71,580 |
| [DAQO NEW ENERGY CORP (DQ)](/companies/dq.md) | SPNSRD ADS NEW | $12.8m | 5.5% | 953,974 |  | Added +496,819 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $10.3m | 4.4% | 14,200 |  | New +14,200 |
| [BAIDU INC (BIDU)](/companies/bidu.md) | SPON ADR REP A | $9.6m | 4.1% | 83,900 |  | New +83,900 |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $7.6m | 3.2% | 100,835 |  | New +100,835 |
| [VEECO INSTRS INC DEL (VECO)](/companies/veco.md) | COM | $7.3m | 3.1% | 95,647 |  | New +95,647 |
| [POWER INTEGRATIONS INC (POWI)](/companies/powi.md) | COM | $5.6m | 2.4% | 66,578 |  | New +66,578 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $5.4m | 2.3% | 11,400 |  | New +11,400 |
| [NAVITAS SEMICONDUCTOR CORP (NVTS)](/companies/nvts.md) | COM | $5.0m | 2.1% | 280,582 |  | New +280,582 |
| [VIAVI SOLUTIONS INC (VIAV)](/companies/viav.md) | COM | $5.0m | 2.1% | 105,187 |  | New +105,187 |
| [SEMTECH CORP (SMTC)](/companies/smtc.md) | COM | $4.7m | 2.0% | 28,991 |  | New +28,991 |
| [SIGMA LITHIUM CORPORATION (SGML)](/companies/sgml.md) | COM | $3.9m | 1.7% | 310,076 |  | Unchanged |
| [JOYY INC (JOYY)](/companies/joyy.md) | ADS REPSTG COM A | $1.4m | 0.6% | 21,338 |  | Reduced −21,339 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $1.1m | 0.4% | 7,542 |  | New +7,542 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLIED OPTOELECTRONICS INC (AAOI)](/companies/aaoi.md) | COM | $0 | 0.0% | 0 |  | Sold out −104,000 |
| [AXT INC (AXTI)](/companies/axti.md) | COM | $0 | 0.0% | 0 |  | Sold out −685,524 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $0 | 0.0% | 0 |  | Sold out −34,460 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $0 | 0.0% | 0 |  | Sold out −126,729 |
| GLOBAL X FDS | GLOBAL X URANIUM | $0 | 0.0% | 0 |  | Sold out −76,900 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,784 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −598,086 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,400 |
| SPROTT FDS TR | URANIUM MINERS E | $0 | 0.0% | 0 |  | Sold out −29,040 |
| [VICOR CORP (VICR)](/companies/vicr.md) | COM | $0 | 0.0% | 0 |  | Sold out −72,788 |
| [YALLA GROUP LTD (YALA)](/companies/yala.md) | ADS | $0 | 0.0% | 0 |  | Sold out −109,934 |

Source: SEC EDGAR, Form 13F-HR, accession 0001665925-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.