Anther Capital Ltd
13F Reported Value
ⓘ$3.9B
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Anther Capital Ltd disclosed 21 positions worth $3.9B in its Form 13F-HR for Q2 2026, led by $WDC (WESTERN DIGITAL CORP) at 23.1% of the equity portfolio, followed by $LRCX and $GLW. During the quarter the fund opened 2 new positions and exited 12 — including a new stake in $UMC and a full exit from $MPWR. The portfolio is most concentrated in Technology (72.4% 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
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 80.7#24
Quality
$901.6M1,411,575 sh - 79.4#38
Quality
$543.6M1,254,487 sh - 73.7#130
Quality
$337.6M1,321,701 sh - 77.3
Quality
$322.8M667,086 sh - 86.2
Quality
$314.4M272,408 sh - $303.0M634,447 sh
- 87.7
Quality
$275.7M121,271 sh - —
Quality
$273.5M283,416 sh - 72.3
Quality
$205.6M284,335 sh - —
Quality
$195.5M98,282 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WESTERN DIGITAL CORP$WDC | 80.7#24 | $901.6M | 1,411,575 |
 LAM RESEARCH CORP$LRCX | 79.4#38 | $543.6M | 1,254,487 |
 CORNING INC /NY$GLW | 73.7#130 | $337.6M | 1,321,701 |
 TERADYNE, INC$TER | 77.3 | $322.8M | 667,086 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $314.4M | 272,408 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $303.0M | 634,447 |
 Sandisk Corp$SNDK | 87.7 | $275.7M | 121,271 |
 Seagate Technology Holdings plc$STX | — | $273.5M | 283,416 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $205.6M | 284,335 |
 ASML HOLDING NV$ASML | — | $195.5M | 98,282 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Anther Capital Ltd's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$2.8B
Industrials
$739.1M
Materials
$337.6M
Financials
$463,014
Consumer Discretionary
$319,222
Full Holdings — Anther Capital Ltd (Q2 2026)
All 21 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 | $WDC | WESTERN DIGITAL CORP | $901.6M | 23.1% | +98% | 80.7 |
| 2 | $LRCX | LAM RESEARCH CORP | $543.6M | 13.9% | +144% | 79.4 |
| 3 | $GLW | CORNING INC /NY | $337.6M | 8.6% | -56% | 73.7 |
| 4 | $TER | TERADYNE, INC | $322.8M | 8.3% | +164% | 77.3 |
| 5 | $MU | MICRON TECHNOLOGY INC | $314.4M | 8.1% | -73% | 86.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $303.0M | 7.8% | -16% | — |
| 7 | $SNDK | Sandisk Corp | $275.7M | 7.1% | -86% | 87.7 |
| 8 | $STX | Seagate Technology Holdings plc | $273.5M | 7.0% | -14% | — |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $205.6M | 5.3% | -38% | 72.3 |
| 10 | $ASML | ASML HOLDING NV | $195.5M | 5.0% | -57% | — |
| 11 |  $LITE | Lumentum Holdings Inc. | $167.3M | 4.3% | -63% | 44.3 |
| 12 |  $INTC | INTEL CORP | $56.2M | 1.4% | -92% | 45.6 |
| 13 |  $UMC | UNITED MICROELECTRONICS CORP | $2.3M | 0.1% | NEW | — |
| 14 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.0% | -100% | 76.5 |
| 15 |  $NOK | NOKIA CORP | $1.5M | 0.0% | +87% | — |
| 16 |  $ALAB | Astera Labs, Inc. | $676,228 | 0.0% | -99% | 75.1 |
| 17 |  $NBIS | Nebius Group N.V. | $607,574 | 0.0% | -100% | — |
| 18 |  $BE | Bloom Energy Corp | $559,995 | 0.0% | NEW | 66.2 |
| 19 |  $USO | United States Oil Fund, LP | $463,014 | 0.0% | -49% | — |
| 20 |  $SMTC | SEMTECH CORP | $331,793 | 0.0% | -49% | 55.9 |
| 21 |  $DDL | Dingdong (Cayman) Ltd | $319,222 | 0.0% | +0% | — |
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