Anther Capital Ltd
- SEC CIK
- 0002126503
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 21
- −10 vs. Q1 2026
- Portfolio value
- $3.91B
- +$79.2M (+2.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDCWestern Digital Corp | COM | 1,411,575 | $901.6M | 23.1% | +699,180+98.1% | Added | History |
| LRCXLam Research Corp | Stock | 1,254,487 | $543.6M | 13.9% | +741,080+144.3% | Added | History |
| GLWCorning Inc | COM | 1,321,701 | $337.6M | 8.6% | −1,681,285−56.0% | Reduced | History |
| TERTeradyne, Inc | Stock | 667,086 | $322.8M | 8.3% | +414,093+163.7% | Added | History |
| MUMicron Technology Inc | Stock | 272,408 | $314.4M | 8.1% | −735,044−73.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 634,447 | $303.0M | 7.8% | −123,478−16.3% | Reduced | History |
| SNDKSandisk Corp | COM | 121,271 | $275.7M | 7.1% | −768,297−86.4% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 283,416 | $273.5M | 7.0% | −47,817−14.4% | Reduced | History |
| AMATApplied Materials Inc | Stock | 284,335 | $205.6M | 5.3% | −173,822−37.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 98,282 | $195.5M | 5.0% | −131,062−57.1% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 194,973 | $167.3M | 4.3% | −332,889−63.1% | Reduced | History |
| INTCIntel Corp | Stock | 402,275 | $56.2M | 1.4% | −4,748,369−92.2% | Reduced | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 86,100 | $2.34M | 0.1% | +86,100 | New | History |
| MRVLMarvell Technology, Inc. | COM | 5,380 | $1.60M | <0.1% | −1,115,663−99.5% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 115,990 | $1.54M | <0.1% | +53,990+87.1% | Added | History |
| ALABAstera Labs, Inc. | Stock | 1,400 | $676.2K | <0.1% | −229,815−99.4% | Reduced | History |
| NBISNebius Group N.V. | Stock | 2,200 | $607.6K | <0.1% | −545,992−99.6% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 1,850 | $560.0K | <0.1% | +1,850 | New | History |
| USOUnited States Oil Fund, LP | UNITS | 4,350 | $463.0K | <0.1% | −4,200−49.1% | Reduced | History |
| SMTCSemtech Corp | Stock | 2,050 | $331.8K | <0.1% | −2,000−49.4% | Reduced | History |
| DDLDingdong (Cayman) Ltd | ADS | 165,400 | $319.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (12)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 233,288 | $255.1M | 6.7% | History |
| AXTIAxt Inc | COM | 1,307,206 | $74.5M | 1.9% | History |
| KLACKLA Corp | COM NEW | 47,819 | $70.4M | 1.8% | History |
| GOOGLAlphabet Inc. | Stock | 155,000 | $44.6M | 1.2% | History |
| CRWVCoreWeave, Inc. | Stock | 400,800 | $31.0M | 0.8% | History |
| AAOIApplied Optoelectronics, Inc. | COM | 170,488 | $14.4M | 0.4% | History |
| BKRBaker Hughes Co | CL A | 40,490 | $2.47M | 0.1% | History |
| FTAIFTAI Aviation Ltd. | SHS | 4,150 | $1.02M | <0.1% | History |
| GOOGAlphabet Inc. | Stock | 2,300 | $659.8K | <0.1% | History |
| FORMFormfactor Inc | COM | 5,960 | $578.1K | <0.1% | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 54,000 | $453.1K | <0.1% | History |
| TTMITTM Technologies Inc | COM | 3,540 | $344.9K | <0.1% | History |