Ariose Capital Management Ltd — 13F holdings

Ariose Capital Management Ltd reported 19 holdings worth $234M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. SNDK SANDISK CORP — $51.8M (22.1%)
2. STX SEAGATE TECHNOLOGY HLDNGS PL — $26.6M (11.4%)
3. AMD ADVANCED MICRO DEVICES INC — $23.2M (9.9%)
4. MRVL MARVELL TECHNOLOGY INC — $22.2M (9.5%)
5. SOXX ISHARES TR — $16.7M (7.1%)
6. BWXT BWX TECHNOLOGIES INC — $13.9M (6.0%)
7. DQ DAQO NEW ENERGY CORP — $12.8M (5.5%)
8. AMAT APPLIED MATLS INC — $10.3M (4.4%)
9. BIDU BAIDU INC — $9.59M (4.1%)
10. STM STMICROELECTRONICS N V — $7.55M (3.2%)