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13F-HR filed by Ariose Capital Management Ltd

Ariose Capital Management Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-27, with 19 holding rows worth $234,146,388.

Accession
0001665925-26-000007
Filed
2026-07-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 19 entries on the cover page, a total value of $234,146,388 stated on the cover page (in dollars after the unit check, H1), rows summing to $234,146,388 with VALUE read as dollars as filed, 13F file number 028-17188. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SanDisk Corporation80004C200COM22,800$51,841,044dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS27,616$26,649,440dollars as filed
Advanced Micro Devices,Inc.007903107COM40,007$23,240,466dollars as filed
MARVELL TECHNOLOGY INC573874104COM74,400$22,163,016dollars as filed
ISHARES TR464287523COM26,127$16,741,137dollars as filed
BWX TECHNOLOGIES INC05605H100COM71,580$13,933,048dollars as filed
DAQO NEW ENERGY CORP. (ADR)23703Q203SPNSRD ADS NEW953,974$12,773,713dollars as filed
Applied Materials,Inc.038222105COM14,200$10,266,600dollars as filed
BAIDU INC SPON ADR REP A056752108ADR83,900$9,588,931dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR100,835$7,551,533dollars as filed
VEECO INSTRS INC DEL COM922417100Stock95,647$7,250,043dollars as filed
POWER INTEGRATIONS INC COM739276103Stock66,578$5,576,573dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS11,400$5,444,298dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock280,582$5,028,029dollars as filed
VIAVI SOLUTIONS INC925550105COM105,187$5,022,679dollars as filed
SEMTECH CORP COM816850101Stock28,991$4,692,193dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock310,076$3,922,461dollars as filed
JOYY INC ADS REPSTG COM A46591M109ADR21,338$1,408,095dollars as filed
Intel Corp458140100COM7,542$1,053,089dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001665925-26-000007this filing2026-07-27acceptance time not in the bulk data set