Anther Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Anther Capital Ltd reported 21 stock positions worth $3.9 billion. Its top holding was Western Digital (WDC) at 23.1% of the portfolio, followed by Lam Research (LRCX, 13.9%) and Corning (GLW, 8.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 12, added to 4 and reduced 14. The biggest buy was Western Digital (WDC, shares +98%) and the biggest sale Sandisk (SNDK, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002126503
- Portfolio Value
- $3.9B (Q2 2026)
- SEC Filing
- 0002126503-26-000002 ↗ filed Aug 13, 2026
Holdings Value
Holdings 21 stocks · $3.9B
| WDC Western Digital Corp. | 23.09% | 1,411,575 | $901.6M | Add +98.1% |
| LRCX Lam Research Corp. | 13.92% | 1,254,487 | $543.6M | Add +144.3% |
| GLW Corning Inc. | 8.64% | 1,321,701 | $337.6M | Reduce -56.0% |
| TER Teradyne Inc. | 8.26% | 667,086 | $322.8M | Add +163.7% |
| MU Micron Technology Inc. | 8.05% | 272,408 | $314.4M | Reduce -73.0% |
| TSM Taiwan Semiconductor-SP ADR | 7.76% | 634,447 | $303.0M | Reduce -16.3% |
| SNDK Sandisk Corp. | 7.06% | 121,271 | $275.7M | Reduce -86.4% |
| STX Seagate Technology Holdings | 7.00% | 283,416 | $273.5M | Reduce -14.4% |
| AMAT Applied Materials Inc. | 5.26% | 284,335 | $205.6M | Reduce -37.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 5.01% | 98,282 | $195.5M | Reduce -57.1% |
| LITE Lumentum Holdings Inc. | 4.28% | 194,973 | $167.3M | Reduce -63.1% |
| INTC Intel Corp. | 1.44% | 402,275 | $56.2M | Reduce -92.2% |
| UMC United Microelectron-SP ADR | 0.06% | 86,100 | $2.3M | New |
| MRVL Marvell Technology Inc. | 0.04% | 5,380 | $1.6M | Reduce -99.5% |
| NOK Nokia Corp.-Spon ADR | 0.04% | 115,990 | $1.5M | Add +87.1% |
| ALAB Astera Labs Inc. | 0.02% | 1,400 | $676K | Reduce -99.4% |
| NBIS Nebius Group NV | 0.02% | 2,200 | $608K | Reduce -99.6% |
| BE Bloom Energy Corp. Class A | 0.01% | 1,850 | $560K | New |
| USO United States Oil Fund LP | 0.01% | 4,350 | $463K | Reduce -49.1% |
| SMTC Semtech Corp. | 0.01% | 2,050 | $332K | Reduce -49.4% |
| DDL Dingdong Cayman Ltd. -SPN ADR | 0.01% | 165,400 | $319K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SNDK Sandisk Corp. | Reduce -86.4% | 7.06% | −7.71 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −6.67 |
| LITE Lumentum Holdings Inc. | Reduce -63.1% | 4.28% | −5.41 |
| INTC Intel Corp. | Reduce -92.2% | 1.44% | −4.50 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -57.1% | 5.01% | −2.91 |
| MRVL Marvell Technology Inc. | Reduce -99.5% | 0.04% | −2.86 |
| GLW Corning Inc. | Reduce -56.0% | 8.64% | −2.03 |
| AXTI Axt Inc. | Sold out | 0.00% | −1.95 |
| KLAC KLA Corp. | Sold out | 0.00% | −1.84 |
| NBIS Nebius Group NV | Reduce -99.6% | 0.02% | −1.47 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.17 |
| MU Micron Technology Inc. | Reduce -73.0% | 8.05% | −0.84 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.81 |
| ALAB Astera Labs Inc. | Reduce -99.4% | 0.02% | −0.65 |
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −0.38 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.06 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.02 |
| USO United States Oil Fund LP | Reduce -49.1% | 0.01% | −0.02 |
| FORM Formfactor Inc. | Sold out | 0.00% | −0.02 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −0.01 |
| TTMI TTM Technologies | Sold out | 0.00% | −0.01 |
| SMTC Semtech Corp. | Reduce -49.4% | 0.01% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.3% | 7.76% | +1.06 |
| AMAT Applied Materials Inc. | Reduce -37.9% | 5.26% | +1.17 |
| STX Seagate Technology Holdings | Reduce -14.4% | 7.00% | +3.61 |