Anther Capital Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Anther Capital Ltd disclosed 21 stock positions valued at approximately $3.91B as of quarter-end June 30, 2026. The largest holdings include WESTERN DIGITAL CORP, LAM RESEARCH CORP, and CORNING INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $3.91B
Holdings by Sector
Anther Capital Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WESTERN DIGITAL CORP | WDC | Technology | 23.09% | 1,411,575 | +699,180 | +98.14% | $901,601,184 |
| LAM RESEARCH CORP | LRCX | Other | 13.92% | 1,254,487 | +741,080 | +144.35% | $543,606,852 |
| CORNING INC | GLW | Technology | 8.64% | 1,321,701 | -1,681,285 | -55.99% | $337,602,086 |
| TERADYNE INC | TER | Technology | 8.26% | 667,086 | +414,093 | +163.68% | $322,762,890 |
| MICRON TECHNOLOGY INC | MU | Technology | 8.05% | 272,408 | -735,044 | -72.96% | $314,437,830 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 7.76% | 634,447 | -123,478 | -16.29% | $302,992,854 |
| SANDISK CORP | SNDK | Other | 7.06% | 121,271 | -768,297 | -86.37% | $275,737,511 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 7.00% | 283,416 | -47,817 | -14.44% | $273,496,440 |
| APPLIED MATLS INC | AMAT | Technology | 5.26% | 284,335 | -173,822 | -37.94% | $205,574,205 |
| ASML HLDG NV | ASML | Other | 5.01% | 98,282 | -131,062 | -57.15% | $195,526,142 |
| LUMENTUM HLDGS INC | LITE | Technology | 4.28% | 194,973 | -332,889 | -63.06% | $167,298,532 |
| INTEL CORP | INTC | Technology | 1.44% | 402,275 | -4,748,369 | -92.19% | $56,169,658 |
| UNITED MICROELECTRONICS CORP | UMC | Technology | 0.06% | 86,100 | +86,100 | +100.00% | $2,342,781 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.04% | 5,380 | -1,115,663 | -99.52% | $1,602,648 |
| NOKIA CORP | NOK | Technology | 0.04% | 115,990 | +53,990 | +87.08% | $1,540,347 |
| ASTERA LABS INC | ALAB | Technology | 0.02% | 1,400 | -229,815 | -99.39% | $676,228 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.02% | 2,200 | -545,992 | -99.60% | $607,574 |
| BLOOM ENERGY CORP | BE | Industrials | 0.01% | 1,850 | +1,850 | +100.00% | $559,995 |
| UNITED STS OIL FD LP | USO | Other | 0.01% | 4,350 | -4,200 | -49.12% | $463,014 |
| SEMTECH CORP | SMTC | Technology | 0.01% | 2,050 | -2,000 | -49.38% | $331,793 |
| DINGDONG CAYMAN LTD | DDL | Consumer Defensive | 0.01% | 165,400 | - | - | $319,222 |
Showing 21 of 21 holdings in the latest reporting period.