Holders — by stockHoldings — by fund
Anther Capital Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002126503
$3.91B
disclosed book value
21
positions
23.1%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WDCWESTERN DIGITAL CORP | 1.4M | $901.6M | 23.1% |
| 2 | LRCXLAM RESEARCH CORP | 1.3M | $543.6M | 13.9% |
| 3 | GLWCORNING INC | 1.3M | $337.6M | 8.6% |
| 4 | TERTERADYNE INC | 667,086 | $322.8M | 8.3% |
| 5 | MUMICRON TECHNOLOGY INC | 272,408 | $314.4M | 8.1% |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 634,447 | $303.0M | 7.8% |
| 7 | SNDKSANDISK CORP | 121,271 | $275.7M | 7.1% |
| 8 | STXSEAGATE TECHNOLOGY HLDNGS PL | 283,416 | $273.5M | 7% |
| 9 | AMATAPPLIED MATLS INC | 284,335 | $205.6M | 5.3% |
| 10 | ASMLASML HLDG NV | 98,282 | $195.5M | 5% |
| 11 | LITELUMENTUM HLDGS INC | 194,973 | $167.3M | 4.3% |
| 12 | INTCINTEL CORP | 402,275 | $56.2M | 1.4% |
| 13 | UMCUNITED MICROELECTRONICS CORP | 86,100 | $2.3M | 0.1% |
| 14 | MRVLMARVELL TECHNOLOGY INC | 5,380 | $1.6M | 0% |
| 15 | NOKNOKIA CORP | 115,990 | $1.5M | 0% |
| 16 | ALABASTERA LABS INC | 1,400 | $676,228 | 0% |
| 17 | NBISNEBIUS GROUP N.V. | 2,200 | $607,574 | 0% |
| 18 | BEBLOOM ENERGY CORP | 1,850 | $559,995 | 0% |
| 19 | USOUNITED STS OIL FD LP | 4,350 | $463,014 | 0% |
| 20 | SMTCSEMTECH CORP | 2,050 | $331,793 | 0% |
| 21 | DDLDINGDONG CAYMAN LTD | 165,400 | $319,222 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.