Anther Capital Ltd reported 21 holdings worth US$3.91B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Anther Capital Ltd reported 21 holdings worth US$3.91B as of Jun 30, 2026. Largest: Western Digital Corporation, Lam Research Corporation and Corning Incorporated. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$3.91B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Western Digital Corporation | 1.41M | US$902M | 23.1% |
| Lam Research Corporation | 1.25M | US$544M | 13.9% |
| Corning Incorporated | 1.32M | US$338M | 8.6% |
| Teradyne, Inc. | 667K | US$323M | 8.3% |
| Micron Technology, Inc. | 272K | US$314M | 8.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 634K | US$303M | 7.8% |
| Sandisk Corporation | 121K | US$276M | 7.1% |
| Applied Materials, Inc. | 284K | US$206M | 5.3% |
| Asml Holding Nv | 98,282 | US$196M | 5.0% |
| Lumentum Holdings Inc. | 195K | US$167M | 4.3% |
| Intel Corporation | 402K | US$56.2M | 1.4% |
| United Microelectronics Corp. | 86,100 | US$2.34M | 0.06% |
| Marvell Technology, Inc. | 5,380 | US$1.6M | 0.04% |
| Nokia Oyj | 116K | US$1.54M | 0.04% |
| Astera Labs, Inc. | 1,400 | US$676K | 0.02% |
| Bloom Energy Corporation | 1,850 | US$560K | 0.01% |
| Semtech Corporation | 2,050 | US$332K | <0.01% |
| Monolithic Power Systems, Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Axt Inc | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Coreweave, Inc. | 0 | US$0 | 0.00% |
| Formfactor, Inc. | 0 | US$0 | 0.00% |
| Ftai Aviation Ltd. | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |