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Equibles

Ariose Capital Management Ltd

Position in DQ — Daqo New Energy Corp.

CIK 1665925 CENTRAL, HONG KONG, K3
Back to DQ Full portfolio

Position in DQ

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$12,773,711
+$3,050,025 QoQ
Shares Held
953,974
+108.7% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
5.88%
of 13F equity value
Holder Rank
#10
of 115 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DQ Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Ariose Capital Management Ltd holds $30,290,353 across 3 Semiconductor Equipment & Materials names. DQ ranks #1 (42.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DQ
Daqo New Energy Corp.
This page 		953,974 $12,773,711
2 AMAT
Applied Materials Inc /De
 14,200 $10,266,600
3 VECO
Veeco Instruments Inc
 95,647 $7,250,042

All Filings in DQ

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,773,711 953,974
2026-03-31 $9,723,686 457,155
2025-12-31 $13,486,072 457,155
2025-09-30 $9,526,365 338,655
2025-06-30 $5,137,396 338,655
2025-03-31 $9,632,871 531,909
2024-12-31 $29,270,982 1,505,709
2024-09-30 $24,059,495 1,181,124
2024-06-30 $17,244,410 1,181,124
2024-03-31 $26,824,810 952,924
2023-12-31 $21,283,298 800,124
2023-09-30 $24,219,753 800,124
2023-06-30 $7,478,249 188,369
2022-12-31 $8,214,200 212,748
2022-09-30 $14,908,314 280,865
2022-06-30 $32,564,698 456,216
2021-09-30 $10,752,423 188,639
2020-12-31 $9,868,443 172,044