Ariose Capital Management Ltd holds a concentrated book of 19 stocks worth $234.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Sandisk Corp and trimmed Seagate Technology Holdings. Their largest long position is Sandisk Corp at 22% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Ariose Capital Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 30 / 19 | $98.3B |
| MORGAN STANLEY | 30 / 19 | $86.7B |
| BANK OF AMERICA CORP /DE/ | 30 / 19 | $51.1B |
| GOLDMAN SACHS GROUP INC | 30 / 19 | $48.9B |
| UBS Group AG | 30 / 19 | $26.7B |
| BARCLAYS PLC | 30 / 19 | $23.1B |
| OSAIC HOLDINGS, INC. | 30 / 19 | $2.1B |
| Integrated Wealth Concepts LLC | 30 / 19 | $582.0M |
Ranked by how many of Ariose Capital Management Ltd's top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $51.8M | 22.8K | 22.1% | ▲New New position | |
| 2 | Seagate Technology HLDNGS PL ORD SHS | $26.6M | 27.6K | 11.4% | ▼−71% Reduced · −69K sh | |
| 3 | Advanced Micro Devices Inc COM | $23.2M | 40.0K | 9.9% | ▲New New position | |
| 4 | Marvell Technology Inc COM | $22.2M | 74.4K | 9.5% | ▲New New position | |
| 5 | Ishares TR ISHARES SEMICDTR | $16.7M | 26.1K | 7.1% | ▲New New position | |
| 6 | BWX Technologies Inc COM | $13.9M | 71.6K | 6.0% | ▲New New position | |
| 7 | Daqo New Energy Corp SPNSRD ADS NEW | $12.8M | 954.0K | 5.5% | ▲+109% Added · +497K sh | |
| 8 | Applied Matls Inc COM | $10.3M | 14.2K | 4.4% | ▲New New position | |
| 9 | Baidu Inc SPON ADR REP A | $9.6M | 83.9K | 4.1% | ▲New New position | |
| 10 | Stmicroelectronics N V NY REGISTRY | $7.6M | 100.8K | 3.2% | ▲New New position | |
| 11 | Veeco Instrs Inc Del COM | $7.3M | 95.6K | 3.1% | ▲New New position | |
| 12 | Power Integrations Inc COM | $5.6M | 66.6K | 2.4% | ▲New New position | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.4M | 11.4K | 2.3% | ▲New New position | |
| 14 | Navitas Semiconductor Corp COM | $5.0M | 280.6K | 2.1% | ▲New New position | |
| 15 | Viavi Solutions Inc COM | $5.0M | 105.2K | 2.1% | ▲New New position | |
| 16 | Semtech Corp COM | $4.7M | 29.0K | 2.0% | ▲New New position | |
| 17 | Sigma Lithium Corporation COM | $3.9M | 310.1K | 1.7% | —Held | |
| 18 | Joyy Inc ADS REPSTG COM A | $1.4M | 21.3K | 0.6% | ▼−50% Reduced · −21K sh | |
| 19 | Intel Corp COM | $1.1M | 7.5K | 0.4% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1665925/holdings"
Use Arkolith to show Ariose Capital Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.