Ariose Capital Management Ltd: 13F holdings
CIK 16659252026Q2
| Positions | 19 |
|---|
| Reported value | $234.1m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 19 (+4 vs prior quarter) |
|---|
| Reported value | $234.1m (+57.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 22,800 | $51.8m | 22.1% |
| SEAGATE TECHNOLOGY HLDNGS PL | 27,616 | $26.6m | 11.4% |
| AMD ADVANCED MICRO DEVICES INC | 40,007 | $23.2m | 9.9% |
| MRVL MARVELL TECHNOLOGY INC | 74,400 | $22.2m | 9.5% |
| SOXX ISHARES TR | 26,127 | $16.7m | 7.1% |
| BWXT BWX TECHNOLOGIES INC | 71,580 | $13.9m | 6.0% |
| DQ DAQO NEW ENERGY CORP | 953,974 | $12.8m | 5.5% |
| AMAT APPLIED MATLS INC | 14,200 | $10.3m | 4.4% |
| BIDU BAIDU INC | 83,900 | $9.6m | 4.1% |
| STM STMICROELECTRONICS N V | 100,835 | $7.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1665925")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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