Position in SMTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,692,193
New position
Shares Held
28,991
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#34
of 182 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Ariose Capital Management Ltd holds $74,749,197 across 8 Semiconductors names. SMTC ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
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
This page
|
28,991 | $4,692,193 | |
| 8 | INTC |
Intel Corp
|
7,542 | $1,053,089 |
All Filings in SMTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,692,193 | 28,991 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||