Anther Capital Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Anther Capital Ltd reported 31 stock positions worth $3.8 billion. Its top holding was Sandisk (SNDK) at 14.8% of the portfolio, followed by Corning (GLW, 10.7%) and Lumentum (LITE, 9.7%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002126503
- Portfolio Value
- $3.8B (Q1 2026)
- SEC Filing
- 0002126503-26-000001 ↗ filed May 15, 2026
Holdings Value
Holdings 31 stocks · $3.8B
| SNDK Sandisk Corp. | 14.77% | 889,568 | $565.2M | — |
| GLW Corning Inc. | 10.67% | 3,002,986 | $408.3M | — |
| LITE Lumentum Holdings Inc. | 9.70% | 527,862 | $371.0M | — |
| MU Micron Technology Inc. | 8.90% | 1,007,452 | $340.4M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 7.92% | 229,344 | $302.9M | — |
| TSM Taiwan Semiconductor-SP ADR | 6.69% | 757,925 | $256.1M | — |
| MPWR Monolithic Power Systems Inc. | 6.67% | 233,288 | $255.1M | — |
| INTC Intel Corp. | 5.94% | 5,150,644 | $227.3M | — |
| WDC Western Digital Corp. | 5.04% | 712,395 | $192.7M | — |
| AMAT Applied Materials Inc. | 4.09% | 458,157 | $156.6M | — |
| STX Seagate Technology Holdings | 3.39% | 331,233 | $129.8M | — |
| MRVL Marvell Technology Inc. | 2.90% | 1,121,043 | $111.0M | — |
| LRCX Lam Research Corp. | 2.87% | 513,407 | $109.7M | — |
| TER Teradyne Inc. | 1.96% | 252,993 | $75.0M | — |
| AXTI Axt Inc. | 1.95% | 1,307,206 | $74.5M | — |
| KLAC KLA Corp. | 1.84% | 47,819 | $70.4M | — |
| NBIS Nebius Group NV | 1.49% | 548,192 | $56.9M | — |
| GOOGL Alphabet Inc. Class A | 1.17% | 155,000 | $44.6M | — |
| CRWV Coreweave Inc. Class A | 0.81% | 400,800 | $31.0M | — |
| ALAB Astera Labs Inc. | 0.66% | 231,215 | $25.3M | — |
| AAOI Applied Optoelectronics Inc. | 0.38% | 170,488 | $14.4M | — |
| BKR Baker Hughes Co. | 0.06% | 40,490 | $2.5M | — |
| USO United States Oil Fund LP | 0.03% | 8,550 | $1.1M | — |
| FTAI Ftai Aviation Ltd. | 0.03% | 4,150 | $1.0M | — |
| GOOG Alphabet Inc. Class C | 0.02% | 2,300 | $660K | — |
| FORM Formfactor Inc. | 0.02% | 5,960 | $578K | — |
| NOK Nokia Corp.-Spon ADR | 0.01% | 62,000 | $498K | — |
| VNET Vnet Group Inc.-ADR | 0.01% | 54,000 | $453K | — |
| DDL Dingdong Cayman Ltd. -SPN ADR | 0.01% | 165,400 | $425K | — |
| TTMI TTM Technologies | 0.01% | 3,540 | $345K | — |
| SMTC Semtech Corp. | 0.01% | 4,050 | $311K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.