Skip to content
Disclosery

Ariose Capital Management Ltd

Follow

13F filer, CIK 1665925, CENTRAL, HONG KONG, Hong Kong

Ariose Capital Management Ltd reported $234,146,388 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 83.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665925-26-000007

Period
2026-06-30
Reported value
$234M
Holdings
19
Top 10 weight
83.17%
New
15
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKnew+22,800$51.8M
AMDnew+40,007$23.2M
MRVLnew+74,400$22.2M
SOXXnew+26,127$16.7M
BWXTnew+71,580$13.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
STXreduced-68,984-$66.6M
AXTIexited-685,524-$39.1M
GLWexited-126,729-$17.2M
VICRexited-72,788-$11.7M
AAOIexited-104,000-$8.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001665925-26-000007, largest first. % of portfolio is the value over $234,146,388, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,800 shares 22,800$51.8M22.14%newTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,600 shares; 2026Q2: 27,616 shares 27,616$26.6M11.38%-68,984Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,007 shares 40,007$23.2M9.93%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,300 shares; 2025Q1: not reported; 2025Q2: 66,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,400 shares 74,400$22.2M9.47%newTimeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,127 shares 26,127$16.7M7.15%newTimeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,580 shares 71,580$13.9M5.95%newTimeline
DQDAQO NEW ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181,124 shares; 2024Q4: 1,505,709 shares; 2025Q1: 531,909 shares; 2025Q2: 338,655 shares; 2025Q3: 338,655 shares; 2025Q4: 457,155 shares; 2026Q1: 457,155 shares; 2026Q2: 953,974 shares 953,974$12.8M5.46%+496,819Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,200 shares 14,200$10.3M4.38%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,900 shares 83,900$9.59M4.1%newTimeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,835 shares 100,835$7.55M3.23%newTimeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,647 shares 95,647$7.25M3.1%newTimeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,578 shares 66,578$5.58M2.38%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,400 shares 11,400$5.44M2.33%newTimeline
NVTSNAVITAS SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280,582 shares 280,582$5.03M2.15%newTimeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,187 shares 105,187$5.02M2.15%newTimeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,991 shares 28,991$4.69M2%newTimeline
SGMLSIGMA LITHIUM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,076 shares; 2026Q2: 310,076 shares 310,076$3.92M1.68%0Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,837 shares; 2025Q3: 370,437 shares; 2025Q4: 379,837 shares; 2026Q1: 42,677 shares; 2026Q2: 21,338 shares 21,338$1.41M0.6%-21,339Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,800 shares; 2025Q3: 31,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,542 shares 7,542$1.05M0.45%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AXTIAXT INC685,524$39.1Mshares
GLWCORNING INC126,729$17.2Mshares
VICRVICOR CORP72,788$11.7Mshares
AAOIAPPLIED OPTOELECTRONICS INC104,000$8.8Mshares
NOKNOKIA CORP598,086$4.81Mshares
CCJCAMECO CORP34,460$3.74Mshares
URAGLOBAL X FDS76,900$3.72Mshares
LITELUMENTUM HLDGS INC2,784$1.96Mshares
URNMSPROTT FDS TR29,040$1.83Mshares
NVDANVIDIA CORPORATION8,400$1.46Mshares
YALAYALLA GROUP LTD109,934$685Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001665925-26-000007 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001665925-26-000007 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0001665925-26-000006 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001665925-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0001665925-25-000005 Quarter ended 2025-09-302025-10-21acceptance time not in the bulk data set
13F-HR 0001085146-25-003915 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001085146-25-002453 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001085146-25-000239 Quarter ended 2024-12-312025-01-16acceptance time not in the bulk data set
13F-HR 0001085146-24-005057 Quarter ended 2024-09-302024-10-22acceptance time not in the bulk data set
13F-HR 0001085146-24-003215 Quarter ended 2024-06-302024-07-25acceptance time not in the bulk data set
13F-HR 0001085146-24-002106 Quarter ended 2024-03-312024-04-30acceptance time not in the bulk data set
13F-HR 0001085146-24-000240 Quarter ended 2023-12-312024-01-16acceptance time not in the bulk data set
13F-HR 0001085146-23-003955 Quarter ended 2023-09-302023-10-26acceptance time not in the bulk data set
13F-HR 0001085146-23-002763 Quarter ended 2023-06-302023-07-20acceptance time not in the bulk data set
13F-HR 0001085146-23-002016 Quarter ended 2023-03-312023-05-03acceptance time not in the bulk data set
13F-HR 0001085146-23-000231 Quarter ended 2022-12-312023-01-20acceptance time not in the bulk data set
13F-HR 0001085146-22-003548 Quarter ended 2022-09-302022-10-24acceptance time not in the bulk data set
13F-HR 0001085146-22-002897 Quarter ended 2022-06-302022-08-09acceptance time not in the bulk data set
13F-HR 0001085146-22-001614 Quarter ended 2022-03-312022-04-29acceptance time not in the bulk data set
13F-HR 0001085146-22-000387 Quarter ended 2021-12-312022-01-31acceptance time not in the bulk data set
13F-HR 0001085146-21-002813 Quarter ended 2021-09-302021-10-18acceptance time not in the bulk data set
13F-HR 0001085146-21-002024 Quarter ended 2021-06-302021-07-20acceptance time not in the bulk data set
13F-HR 0001085146-21-001426 Quarter ended 2021-03-312021-05-04acceptance time not in the bulk data set
13F-HR 0001085146-21-000204 Quarter ended 2020-12-312021-01-20acceptance time not in the bulk data set
13F-HR 0001085146-20-002690 Quarter ended 2020-09-302020-10-29acceptance time not in the bulk data set
13F-HR 0001085146-20-002057 Quarter ended 2020-06-302020-08-07acceptance time not in the bulk data set
13F-HR/A 0001085146-20-002036 Quarter ended 2020-03-312020-08-06acceptance time not in the bulk data set
13F-HR 0001085146-20-001368 Quarter ended 2020-03-312020-05-08acceptance time not in the bulk data set
13F-HR 0001085146-20-000503 Quarter ended 2019-12-312020-02-10acceptance time not in the bulk data set
13F-HR 0001085146-19-002764 Quarter ended 2019-09-302019-11-08acceptance time not in the bulk data set
13F-HR 0001085146-19-001981 Quarter ended 2019-06-302019-07-29acceptance time not in the bulk data set
13F-HR 0001085146-19-001591 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001085146-19-000590 Quarter ended 2018-12-312019-02-12acceptance time not in the bulk data set
13F-HR 0001085146-18-002412 Quarter ended 2018-09-302018-10-26acceptance time not in the bulk data set
13F-HR 0001085146-18-001823 Quarter ended 2018-06-302018-08-03acceptance time not in the bulk data set
13F-HR 0001085146-18-001205 Quarter ended 2018-03-312018-05-02acceptance time not in the bulk data set
13F-HR 0001085146-18-000481 Quarter ended 2017-12-312018-02-09acceptance time not in the bulk data set
13F-HR/A 0001085146-18-000184 Quarter ended 2017-06-302018-01-23acceptance time not in the bulk data set
13F-HR/A 0001085146-18-000183 Quarter ended 2017-03-312018-01-23acceptance time not in the bulk data set
13F-HR/A 0001085146-18-000185 Quarter ended 2017-09-302018-01-23acceptance time not in the bulk data set
13F-HR 0001085146-17-002185 Quarter ended 2017-09-302017-11-02acceptance time not in the bulk data set
13F-HR 0001085146-17-001677 Quarter ended 2017-06-302017-08-08acceptance time not in the bulk data set
13F-HR 0001085146-17-001139 Quarter ended 2017-03-312017-05-09acceptance time not in the bulk data set
13F-HR 0001085146-17-000097 Quarter ended 2016-12-312017-01-11acceptance time not in the bulk data set
13F-HR 0001085146-16-004603 Quarter ended 2016-09-302016-11-01acceptance time not in the bulk data set
13F-HR 0001085146-16-004060 Quarter ended 2016-06-302016-07-28acceptance time not in the bulk data set
13F-HR 0001085146-16-003527 Quarter ended 2016-03-312016-04-27acceptance time not in the bulk data set
13F-HR 0001085146-16-003046 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set