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Anther Capital Ltd 13F holdings

Filed 2026-08-13 · Anther Capital Ltd · 21 positions · $3.9B

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TickerCompanySharesValue% of portfolio
WDCWESTERN DIGITAL CORP1.4M$901.6M23.1%
LRCXLAM RESEARCH CORP1.3M$543.6M13.9%
GLWCORNING INC1.3M$337.6M8.6%
TERTERADYNE INC667.1K$322.8M8.3%
MUMICRON TECHNOLOGY INC272.4K$314.4M8.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC634.4K$303.0M7.8%
SNDKSANDISK CORP121.3K$275.7M7.1%
STXSEAGATE TECHNOLOGY HLDNGS PL283.4K$273.5M7.0%
AMATAPPLIED MATLS INC284.3K$205.6M5.3%
ASMLASML HLDG NV98.3K$195.5M5.0%
LITELUMENTUM HLDGS INC195.0K$167.3M4.3%
INTCINTEL CORP402.3K$56.2M1.4%
UMCUNITED MICROELECTRONICS CORP86.1K$2.3M0.1%
MRVLMARVELL TECHNOLOGY INC5.4K$1.6M0.0%
NOKNOKIA CORP116.0K$1.5M0.0%
ALABASTERA LABS INC1.4K$676,2280.0%
NBISNEBIUS GROUP N.V.2.2K$607,5740.0%
BEBLOOM ENERGY CORP1.9K$559,9950.0%
USOUNITED STS OIL FD LP4.3K$463,0140.0%
SMTCSEMTECH CORP2.0K$331,7930.0%
DDLDINGDONG CAYMAN LTD165.4K$319,2220.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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