Ariose Capital Management Ltd
Position in AMD — Advanced Micro Devices Inc
CIK 1665925
CENTRAL, HONG KONG, K3
Position in AMD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,240,466
+$16,216,416 QoQ
Shares Held
40,007
-19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
10.69%
of 13F equity value
Holder Rank
#234
of 2,230 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Ariose Capital Management Ltd holds $74,749,197 across 8 Semiconductors names. AMD ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
This page
|
40,007 | $23,240,466 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
74,400 | $22,163,016 | |
| 3 | STM |
STMicroelectronics N.V.
|
100,835 | $7,551,533 | |
| 4 | POWI |
Power Integrations Inc
|
66,578 | $5,576,573 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,400 | $5,444,298 | |
| 6 | NVTS |
Navitas Semiconductor Corp
|
280,582 | $5,028,029 | |
| 7 | SMTC |
Semtech Corp
|
28,991 | $4,692,193 | |
| 8 | INTC |
Intel Corp
|
7,542 | $1,053,089 |
All Filings in AMD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,240,466 | 40,007 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $7,024,050 | 49,500 | Shares | Sole | 2025-07-17 | |
| 2023-12-31 | $3,390,430 | 23,000 | Shares | Sole | 2024-01-16 | |
| 2020-03-31 | $2,187,588 | 48,100 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||