Stock Taper 
ARIOSE CAPITAL MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Navitas Semiconductor Corp | NVTS | 280.58K | $5.03M |
 Viavi Solutions Inc. | VIAV | 105.19K | $5.02M |
 STMicroelectronics N.V. | STM | 100.83K | $7.55M |
 Veeco Instruments Inc. | VECO | 95.65K | $7.25M |
 Baidu, Inc. | BIDU | 83.9K | $9.59M |
 Marvell Technology, Inc. | MRVL | 74.4K | $22.16M |
 BWX Technologies, Inc. | BWXT | 71.58K | $13.93M |
 Power Integrations, Inc. | POWI | 66.58K | $5.58M |
 Advanced Micro Devices, Inc. | AMD | 40.01K | $23.24M |
 Semtech Corporation | SMTC | 28.99K | $4.69M |
 Seagate Technology Holdings plc | STX | 27.62K | $26.65M |
 Sandisk Corporation | SNDK | 22.8K | $51.84M |
 Applied Materials, Inc. | AMAT | 14.2K | $10.27M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 11.4K | $5.44M |
 Intel Corp. | INTC | 7.54K | $1.05M |