Anther Capital Ltd
13F Reported Value
ⓘ$3.8B
Holdings
31
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Anther Capital Ltd disclosed 31 positions worth $3.8B in its Form 13F-HR for Q1 2026, led by $SNDK (Sandisk Corp) at 14.8% of the equity portfolio, followed by $GLW and $LITE. During the quarter the fund opened 31 new positions and exited 0 — including a new stake in $SNDK. The portfolio is most concentrated in Technology (78.4% of disclosed assets). All figures are sourced directly from Anther Capital Ltd’s Form 13F-HR filing with the SEC under CIK 2126503.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 88.8#3
Quality
$565.2M889,568 sh - 72.7#220
Quality
$408.3M3,002,986 sh - 63.4#685
Quality
$371.0M527,862 sh - 88.4
Quality
$340.4M1,007,452 sh - —
Quality
$302.9M229,344 sh - $256.1M757,925 sh
- 76.3
Quality
$255.1M233,288 sh - 41.5
Quality
$227.3M5,150,644 sh - 76.8
Quality
$192.7M712,395 sh - 74.8
Quality
$156.6M458,157 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Sandisk Corp$SNDK | 88.8#3 | $565.2M | 889,568 |
 CORNING INC /NY$GLW | 72.7#220 | $408.3M | 3,002,986 |
 Lumentum Holdings Inc.$LITE | 63.4#685 | $371.0M | 527,862 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $340.4M | 1,007,452 |
 ASML HOLDING NV$ASML | — | $302.9M | 229,344 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $256.1M | 757,925 |
 MONOLITHIC POWER SYSTEMS INC$MPWR | 76.3 | $255.1M | 233,288 |
 INTEL CORP$INTC | 41.5 | $227.3M | 5,150,644 |
 WESTERN DIGITAL CORP$WDC | 76.8 | $192.7M | 712,395 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $156.6M | 458,157 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Anther Capital Ltd's 31 positions.
Showing top 10 of 31 holdings.
Sector Allocation
Technology
$3.0B
Industrials
$413.6M
Materials
$408.3M
Energy
$2.5M
Financials
$1.1M
Consumer Discretionary
$425,078
Full Holdings — Anther Capital Ltd (Q1 2026)
All 31 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SNDK | Sandisk Corp | $565.2M | 14.8% | NEW | 88.8 |
| 2 | $GLW | CORNING INC /NY | $408.3M | 10.7% | NEW | 72.7 |
| 3 | $LITE | Lumentum Holdings Inc. | $371.0M | 9.7% | NEW | 63.4 |
| 4 | $MU | MICRON TECHNOLOGY INC | $340.4M | 8.9% | NEW | 88.4 |
| 5 | $ASML | ASML HOLDING NV | $302.9M | 7.9% | NEW | — |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $256.1M | 6.7% | NEW | — |
| 7 | $MPWR | MONOLITHIC POWER SYSTEMS INC | $255.1M | 6.7% | NEW | 76.3 |
| 8 | $INTC | INTEL CORP | $227.3M | 5.9% | NEW | 41.5 |
| 9 | $WDC | WESTERN DIGITAL CORP | $192.7M | 5.0% | NEW | 76.8 |
| 10 | $AMAT | APPLIED MATERIALS INC /DE | $156.6M | 4.1% | NEW | 74.8 |
| 11 |  $STX | Seagate Technology Holdings plc | $129.8M | 3.4% | NEW | — |
| 12 |  $MRVL | Marvell Technology, Inc. | $111.0M | 2.9% | NEW | 77.3 |
| 13 |  $LRCX | LAM RESEARCH CORP | $109.7M | 2.9% | NEW | 82.4 |
| 14 |  $TER | TERADYNE, INC | $75.0M | 2.0% | NEW | 74.6 |
| 15 |  $AXTI | AXT INC | $74.5M | 1.9% | NEW | 30.9 |
| 16 |  $KLAC | KLA CORP | $70.4M | 1.8% | NEW | 84.4 |
| 17 |  $NBIS | Nebius Group N.V. | $56.9M | 1.5% | NEW | — |
| 18 |  $GOOG | Alphabet Inc. | $44.6M | 1.2% | NEW | 80.2 |
| 19 |  $CRWV | CoreWeave, Inc. | $31.0M | 0.8% | NEW | 46.5 |
| 20 |  $ALAB | Astera Labs, Inc. | $25.3M | 0.7% | NEW | 77.7 |
| 21 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $14.4M | 0.4% | NEW | 40.6 |
| 22 |  $BKR | Baker Hughes Co | $2.5M | 0.1% | NEW | 63.4 |
| 23 |  $USO | United States Oil Fund, LP | $1.1M | 0.0% | NEW | — |
| 24 |  $FTAI | FTAI Aviation Ltd. | $1.0M | 0.0% | NEW | — |
| 25 |  $GOOGL | Alphabet Inc. | $659,778 | 0.0% | NEW | 80.2 |
| 26 |  $FORM | FORMFACTOR INC | $578,060 | 0.0% | NEW | 54 |
| 27 |  $NOK | NOKIA CORP | $498,480 | 0.0% | NEW | — |
| 28 |  $VNET | VNET Group, Inc. | $453,060 | 0.0% | NEW | — |
| 29 |  $DDL | Dingdong (Cayman) Ltd | $425,078 | 0.0% | NEW | — |
| 30 |  $TTMI | TTM TECHNOLOGIES INC | $344,867 | 0.0% | NEW | 59 |
| 31 |  $SMTC | SEMTECH CORP | $311,405 | 0.0% | NEW | 54.5 |
New Positions (31)
$SNDK Sandisk Corp$565.2M$GLW CORNING INC /NY$408.3M$LITE Lumentum Holdings Inc.$371.0M$MU MICRON TECHNOLOGY INC$340.4M$ASML ASML HOLDING NV$302.9M$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$256.1M$MPWR MONOLITHIC POWER SYSTEMS INC$255.1M$INTC INTEL CORP$227.3M$WDC WESTERN DIGITAL CORP$192.7M$AMAT APPLIED MATERIALS INC /DE$156.6M$STX Seagate Technology Holdings plc$129.8M$MRVL Marvell Technology, Inc.$111.0M$LRCX LAM RESEARCH CORP$109.7M$TER TERADYNE, INC$75.0M$AXTI AXT INC$74.5MBrowse Top Institutional Investors
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