Anther Capital Ltd
Anther Capital Ltd reported 21 US-listed holdings worth $3.91 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Western Digital Corp. (23.1%), Lam Research Corp. (13.9%) and Corning Inc. (8.6%). Against the quarter before, it opened 2 positions, added to 4, trimmed 14 and sold out of 12.
Reported holdings$3.91B+2.1% on Q1 2026
Positions21-10 on Q1 2026
The largest ten94.1%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedAdded toTrimmed
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Added 4Held 1Trimmed 14Sold out 12
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- United Microelectronics Corporation UMC$2.3 million
- Bloom Energy Corp. BE$559,995
Added to 4
- Western Digital Corp. WDC+699,180 shares · +98%
- Lam Research Corp. LRCX+741,080 shares · +144%
- Teradyne, Inc. TER+414,093 shares · +164%
- Nokia Corporation NOK+53,990 shares · +87%
Trimmed 14
- Sandisk Corp. SNDK-768,297 shares · -86%
- Micron Technology Inc. MU-735,044 shares · -73%
- Intel Corp. INTC-4.7 million shares · -92%
- Corning Inc. GLW-1.7 million shares · -56%
- Marvell Technology, Inc. MRVL-1.1 million shares · -100%
- Lumentum Holdings Inc. LITE-332,889 shares · -63%
- ASML Holding N.V. ASML-131,062 shares · -57%
- Yandex N V NBIS-545,992 shares · -100%
and 6 more in the table below
Sold out of 12
- Monolithic Power Systems, Inc. MPWR$255.1 million last quarter
- Axt Inc. AXTI$74.5 million last quarter
- KLA Corp. KLAC$70.4 million last quarter
- Alphabet Inc. GOOGL$44.6 million last quarter
- Coreweave Inc. CRWV$31.0 million last quarter
- Applied Optoelectronics Inc. AAOI$14.4 million last quarter
- Baker Hughes Co. BKR$2.5 million last quarter
- Ftai Aviation Ltd FTAI$1.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Western Digital Corp. WDC | 1,411,575 | $901.6 million | 23.09% | +699,180 |
| Lam Research Corp. LRCX | 1,254,487 | $543.6 million | 13.92% | +741,080 |
| Corning Inc. GLW | 1,321,701 | $337.6 million | 8.64% | -1,681,285 |
| Teradyne, Inc. TER | 667,086 | $322.8 million | 8.26% | +414,093 |
| Micron Technology Inc. MU | 272,408 | $314.4 million | 8.05% | -735,044 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 634,447 | $303.0 million | 7.76% | -123,478 |
| Sandisk Corp. SNDK | 121,271 | $275.7 million | 7.06% | -768,297 |
| Seagate Technology Holdings plc STX | 283,416 | $273.5 million | 7.00% | -47,817 |
| Applied Materials Inc. AMAT | 284,335 | $205.6 million | 5.26% | -173,822 |
| ASML Holding N.V. ASML | 98,282 | $195.5 million | 5.01% | -131,062 |
| Lumentum Holdings Inc. LITE | 194,973 | $167.3 million | 4.28% | -332,889 |
| Intel Corp. INTC | 402,275 | $56.2 million | 1.44% | -4,748,369 |
| United Microelectronics Corporation UMC | 86,100 | $2.3 million | 0.06% | new |
| Marvell Technology, Inc. MRVL | 5,380 | $1.6 million | 0.04% | -1,115,663 |
| Nokia Corporation NOK | 115,990 | $1.5 million | 0.04% | +53,990 |
| Astera Labs Inc. ALAB | 1,400 | $676,228 | 0.02% | -229,815 |
| Yandex N V NBIS | 2,200 | $607,574 | 0.02% | -545,992 |
| Bloom Energy Corp. BE | 1,850 | $559,995 | 0.01% | new |
| United STS Oil FD LP USO | 4,350 | $463,014 | 0.01% | -4,200 |
| Semtech Corp. SMTC | 2,050 | $331,793 | 0.01% | -2,000 |
| Dingdong Cayman Ltd DDL | 165,400 | $319,222 | 0.01% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.