Ariose Capital Management as of June 30, 2026
Portfolio Holdings for Ariose Capital Management
Ariose Capital Management holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 22.1 | $52M | 23k | 2273.73 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 11.4 | $27M | 28k | 965.00 | |
| Advanced Micro Devices (AMD) | 9.9 | $23M | 40k | 580.91 | |
| Marvell Technology (MRVL) | 9.5 | $22M | 74k | 297.89 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 7.1 | $17M | 26k | 640.76 | |
| Bwx Technologies (BWXT) | 6.0 | $14M | 72k | 194.65 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 5.5 | $13M | 954k | 13.39 | |
| Applied Materials (AMAT) | 4.4 | $10M | 14k | 723.00 | |
| Baidu Spon Adr Rep A (BIDU) | 4.1 | $9.6M | 84k | 114.29 | |
| Stmicroelectronics N V Ny Registry (STM) | 3.2 | $7.6M | 101k | 74.89 | |
| Veeco Instruments (VECO) | 3.1 | $7.3M | 96k | 75.80 | |
| Power Integrations (POWI) | 2.4 | $5.6M | 67k | 83.76 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $5.4M | 11k | 477.57 | |
| Navitas Semiconductor Corp-a (NVTS) | 2.1 | $5.0M | 281k | 17.92 | |
| Viavi Solutions Inc equities (VIAV) | 2.1 | $5.0M | 105k | 47.75 | |
| Semtech Corporation (SMTC) | 2.0 | $4.7M | 29k | 161.85 | |
| Sigma Lithium Corporation (SGML) | 1.7 | $3.9M | 310k | 12.65 | |
| Joyy Ads Repstg Com A (JOYY) | 0.6 | $1.4M | 21k | 65.99 | |
| Intel Corporation (INTC) | 0.4 | $1.1M | 7.5k | 139.63 |
