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