Roundhill Memory ETF (DRAM), described as the world’s first pure-play memory-themed ETF, completed its latest rebalance on Aug. 3 and added Chinese DRAM maker ChangXin Memory Technologies to its top 10 holdings, according to BlockBeats. The company was assigned a 2.52% weighting, making it the fund’s eighth-largest position.
Data in the report showed the ETF also lowered its exposure to A-share storage company GigaDevice. Its weighting was reduced from 2.91% to 1.51%, pushing it down to 10th place. After the adjustment, CXMT became the highest-weighted Chinese storage-related name in the ETF.
CXMT enters the fund’s top 10
BlockBeats said market participants viewed CXMT’s inclusion in a global storage-themed ETF as a sign that international capital has started paying closer attention to the development of China’s DRAM industry. The company now appears in the same portfolio as Samsung Electronics, Micron Technology and SK Hynix.
Roundhill Memory ETF listed on the Cboe BZX Exchange in the United States on April 2, 2026. The report described it as the first ETF globally focused on the memory chip segment. Data cited by BlockBeats showed the fund’s assets had exceeded $25 billion within three months of listing.
Top holdings disclosed
The ETF’s top 10 holdings are Samsung Electronics, Micron Technology, SK Hynix, Western Digital, Seagate Technology, SanDisk, Kioxia Holdings, ChangXin Memory Technologies, Nanya Technology and GigaDevice.
Share performance after STAR Market debut
CXMT debuted on the STAR Market on July 27 at an offering price of 8.66 yuan. The stock closed at 49 yuan on its first trading day, a gain of 465.82% for the session. By the close on Aug. 3, its share price stood at 54.99 yuan, valuing the company at about 3.68 trillion yuan.
Omdia data cited in the report showed that CXMT held an estimated 7.67% share of the global DRAM market in the fourth quarter of 2025, ranking fourth in the world.
Memory stocks pull back
The report also noted a recent pullback in global memory-chip shares. On Aug. 3, South Korea’s Kospi fell 5.12%, while Samsung Electronics and SK Hynix each dropped nearly 9%.
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