Ariose Capital Management Ltd
Ariose Capital Management Ltd reported 19 positions worth $234.1M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SNDK (22.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SNDK | SH | $51.8M | 22.14% | 22,800 | — | — | |
| ▸ 2 | STX | SH | $26.6M | 11.38% | 27,616 | — | — | |
| ▸ 3 | AMD | SH | $23.2M | 9.93% | 40,007 | — | — | |
| ▸ 4 | MRVL | SH | $22.2M | 9.47% | 74,400 | — | — | |
| ▸ 5 | SOXX | SH | $16.7M | 7.15% | 26,127 | — | — | |
| ▸ 6 | BWXT | SH | $13.9M | 5.95% | 71,580 | — | — | |
| ▸ 7 | DQ | SH | $12.8M | 5.46% | 953,974 | — | — | |
| ▸ 8 | AMAT | SH | $10.3M | 4.38% | 14,200 | — | — | |
| ▸ 9 | BIDU | SH | $9.6M | 4.10% | 83,900 | — | — | |
| ▸ 10 | STM | SH | $7.6M | 3.23% | 100,835 | — | — |
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Frequently Asked Questions
What stocks does Ariose Capital Management Ltd hold as of Q2 2026?
Ariose Capital Management Ltd reported 19 positions worth $234.1M in its Q2 2026 13F filing. Largest positions: SNDK (22.1%), STX (11.4%), AMD (9.9%), MRVL (9.5%) and SOXX (7.1%).
What did Ariose Capital Management Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ariose Capital Management Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.