Anther Capital Ltd Portfolio Stock Holdings
Anther Capital Ltd disclosed 31 stock positions valued at approximately $3.8 billion in its latest SEC 13F filing. The largest holdings include SANDISK CORP, CORNING INC, and LUMENTUM HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 31
- Portfolio Value
- $3.8B
Holdings by Sector
Anther Capital Ltd Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 14.77% | 889,568 | +889,568 | +100.00% | $565,178,133 |
| CORNING INC | GLW | Technology | 10.67% | 3,002,986 | +3,002,986 | +100.00% | $408,316,006 |
| LUMENTUM HLDGS INC | LITE | Technology | 9.70% | 527,862 | +527,862 | +100.00% | $370,960,299 |
| MICRON TECHNOLOGY INC | MU | Technology | 8.90% | 1,007,452 | +1,007,452 | +100.00% | $340,357,584 |
| ASML HLDG NV | ASML | Other | 7.92% | 229,344 | +229,344 | +100.00% | $302,924,436 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.69% | 757,925 | +757,925 | +100.00% | $256,140,754 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 6.67% | 233,288 | +233,288 | +100.00% | $255,065,435 |
| INTEL CORP | INTC | Technology | 5.94% | 5,150,644 | +5,150,644 | +100.00% | $227,297,920 |
| WESTERN DIGITAL CORP | WDC | Technology | 5.04% | 712,395 | +712,395 | +100.00% | $192,695,724 |
| APPLIED MATLS INC | AMAT | Technology | 4.09% | 458,157 | +458,157 | +100.00% | $156,593,481 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 3.39% | 331,233 | +331,233 | +100.00% | $129,763,840 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 2.90% | 1,121,043 | +1,121,043 | +100.00% | $111,039,309 |
| LAM RESEARCH CORP | LRCX | Other | 2.87% | 513,407 | +513,407 | +100.00% | $109,694,540 |
| TERADYNE INC | TER | Technology | 1.96% | 252,993 | +252,993 | +100.00% | $75,002,305 |
| AXT INC | AXTI | Technology | 1.95% | 1,307,206 | +1,307,206 | +100.00% | $74,484,598 |
| KLA CORP | KLAC | Technology | 1.84% | 47,819 | +47,819 | +100.00% | $70,409,174 |
| NEBIUS GROUP N.V. | NBIS | Other | 1.49% | 548,192 | +548,192 | +100.00% | $56,880,402 |
| ALPHABET INC | GOOGL | Communication Services | 1.16% | 155,000 | +155,000 | +100.00% | $44,571,800 |
| ASTERA LABS INC | ALAB | Technology | 0.66% | 231,215 | +231,215 | +100.00% | $25,341,164 |
| APPLIED OPTOELECTRONICS INC | AAOI | Technology | 0.38% | 170,488 | +170,488 | +100.00% | $14,421,580 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.06% | 40,490 | +40,490 | +100.00% | $2,471,915 |
| UNITED STS OIL FD LP | USO | Other | 0.03% | 8,550 | +8,550 | +100.00% | $1,087,988 |
| FTAI AVIATION LTD | FTAI | Other | 0.03% | 4,150 | +4,150 | +100.00% | $1,016,750 |
| ALPHABET INC | GOOG | Communication Services | 0.02% | 2,300 | +2,300 | +100.00% | $659,778 |
| FORMFACTOR INC | FORM | Technology | 0.02% | 5,960 | +5,960 | +100.00% | $578,060 |
| NOKIA CORP | NOK | Technology | 0.01% | 62,000 | +62,000 | +100.00% | $498,480 |
| VNET GROUP INC | VNET | Technology | 0.01% | 54,000 | +54,000 | +100.00% | $453,060 |
| DINGDONG CAYMAN LTD | DDL | Consumer Defensive | 0.01% | 165,400 | +165,400 | +100.00% | $425,078 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.01% | 3,540 | +3,540 | +100.00% | $344,867 |
| SEMTECH CORP | SMTC | Technology | 0.01% | 4,050 | +4,050 | +100.00% | $311,405 |