Ariose Capital Management Ltd Top Holdings and 13F Report (2026) About Ariose Capital Management LtdInvestment ActivityAriose Capital Management Ltd has $234.15 million in total holdings as of June 30, 2026.Ariose Capital Management Ltd owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 83.73% of the portfolio was purchased this quarter.About 69.62% of the portfolio was sold this quarter.This quarter, Ariose Capital Management Ltd has purchased 15 new stocks and bought additional shares in 1 stock.Ariose Capital Management Ltd sold shares of 2 stocks and completely divested from 11 stocks this quarter.Largest Holdings SANDISK CORP $51,841,044Seagate Technology $26,649,440Advanced Micro Devices $23,240,466Marvell Technology $22,163,016iShares Semiconductor ETF $16,741,137 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $51,841,044 Holding007903107 - Advanced Micro Devices $23,240,466 Holding573874104 - Marvell Technology $22,163,016 Holding464287523 - iShares Semiconductor ETF $16,741,137 Holding05605H100 - BWX Technologies $13,933,048 Holding Largest Purchases this Quarter SANDISK CORP 22,800 shares (about $51.84M)Advanced Micro Devices 40,007 shares (about $23.24M)Marvell Technology 74,400 shares (about $22.16M)iShares Semiconductor ETF 26,127 shares (about $16.74M)BWX Technologies 71,580 shares (about $13.93M) Largest Sales this Quarter Seagate Technology 68,984 shares (about $66.57M)JOYY 21,339 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAriose Capital Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSANDISK CORP$51,841,044$51,841,044 â–²New Holding22,80022.1%COMSTXSeagate Technology$26,649,440$66,569,560 â–¼-71.4%27,61611.4%Computer and TechnologyAMDAdvanced Micro Devices$23,240,466$23,240,466 â–²New Holding40,0079.9%Computer and TechnologyMRVLMarvell Technology$22,163,016$22,163,016 â–²New Holding74,4009.5%Computer and TechnologySOXXiShares Semiconductor ETF$16,741,137$16,741,137 â–²New Holding26,1277.1%ETFBWXTBWX Technologies$13,933,048$13,933,048 â–²New Holding71,5806.0%AerospaceDQDAQO New Energy$12,773,713$6,652,407 â–²108.7%953,9745.5%Basic MaterialsAMATApplied Materials$10,266,600$10,266,600 â–²New Holding14,2004.4%Computer and TechnologyBIDUBaidu$9,588,931$9,588,931 â–²New Holding83,9004.1%Computer and TechnologySTMSTMicroelectronics$7,551,533$7,551,533 â–²New Holding100,8353.2%Computer and TechnologyVECOVeeco Instruments$7,250,043$7,250,043 â–²New Holding95,6473.1%Computer and TechnologyPOWIPower Integrations$5,576,573$5,576,573 â–²New Holding66,5782.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,444,298$5,444,298 â–²New Holding11,4002.3%Computer and TechnologyNVTSNavitas Semiconductor$5,028,029$5,028,029 â–²New Holding280,5822.1%Computer and TechnologyVIAVViavi Solutions$5,022,679$5,022,679 â–²New Holding105,1872.1%Computer and TechnologySMTCSemtech$4,692,193$4,692,193 â–²New Holding28,9912.0%Computer and TechnologySGMLSigma Lithium$3,922,4610.0%310,0761.7%Computer and TechnologyYYJOYY$1,408,095$1,408,161 â–¼-50.0%21,3380.6%Computer and TechnologyINTCIntel$1,053,089$1,053,089 â–²New Holding7,5420.4%Computer and TechnologyAXTIAXT$0$39,061,157 â–¼-100.0%00.0%Computer and TechnologyGLWCorning$0$17,231,341 â–¼-100.0%00.0%Computer and TechnologyVICRVicor$0$11,718,868 â–¼-100.0%00.0%Computer and TechnologyAAOIApplied Optoelectronics$0$8,797,360 â–¼-100.0%00.0%Computer and TechnologyNOKNokia$0$4,808,611 â–¼-100.0%00.0%Computer and TechnologyCCJCameco$0$3,742,701 â–¼-100.0%00.0%Basic MaterialsURAGlobal X Uranium ETF$0$3,724,267 â–¼-100.0%00.0%ETFLITELumentum$0$1,956,484 â–¼-100.0%00.0%Computer and TechnologyURNMSprott Uranium Miners ETF$0$1,833,876 â–¼-100.0%00.0%ETFNVDANVIDIA$0$1,464,960 â–¼-100.0%00.0%Computer and TechnologyYALAYalla Group$0$684,889 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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