Anther Capital Ltd — 13F Holdings & Portfolio
CIK 2126503 · latest 13F-HR filed 2026-08-13
Anther Capital Ltd manages $3.91B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WDC (23.09%), LRCX (13.92%), GLW (8.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 12, added to 8, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
HONG KONG 00000
$3.91B
Long-equity book
21
Distinct positions
2026-06-30
Filed 2026-08-13
+2 / −12 / ↑8 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WESTERN DIGITAL CORP$708.9M +367.9%
- LAM RESEARCH CORP$433.9M +395.6%
- TERADYNE INC$247.8M +330.3%
- SEAGATE TECHNOLOGY HLDNGS PL$143.7M +110.8%
- APPLIED MATLS INC$49.0M +31.3%
Top Trims
- SANDISK CORP-$289.4M -51.2%
- LUMENTUM HLDGS INC-$203.7M -54.9%
- INTEL CORP-$171.1M -75.3%
- MARVELL TECHNOLOGY INC-$109.4M -98.6%
- ASML HLDG NV-$107.4M -35.5%
Exited Positions
- MONOLITHIC PWR SYS INC$255.1M
- AXT INC$74.5M
- KLA CORP$70.4M
- ALPHABET INC$44.6M
- COREWEAVE INC$31.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | WDC | 958102105 | $901.6M | 23.09% | 1,411,575 | SH |
| 2 | LAM RESEARCH CORP | LRCX | 512807306 | $543.6M | 13.92% | 1,254,487 | SH |
| 3 | CORNING INC | GLW | 219350105 | $337.6M | 8.64% | 1,321,701 | SH |
| 4 | TERADYNE INC | TER | 880770102 | $322.8M | 8.26% | 667,086 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $314.4M | 8.05% | 272,408 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $303.0M | 7.76% | 634,447 | SH |
| 7 | SANDISK CORP | SNDK | 80004C200 | $275.7M | 7.06% | 121,271 | SH |
| 8 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $273.5M | 7.00% | 283,416 | SH |
| 9 | APPLIED MATLS INC | AMAT | 038222105 | $205.6M | 5.26% | 284,335 | SH |
| 10 | ASML HLDG NV | ASML | N07059210 | $195.5M | 5.01% | 98,282 | SH |
| 11 | LUMENTUM HLDGS INC | LITE | 55024U109 | $167.3M | 4.28% | 194,973 | SH |
| 12 | INTEL CORP | INTC | 458140100 | $56.2M | 1.44% | 402,275 | SH |
| 13 | UNITED MICROELECTRONICS CORP | UMC | 910873405 | $2.3M | 0.06% | 86,100 | SH |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $1.6M | 0.04% | 5,380 | SH |
| 15 | NOKIA CORP | NOK | 654902204 | $1.5M | 0.04% | 115,990 | SH |
| 16 | ASTERA LABS INC | ALAB | 04626A103 | $676.2K | 0.02% | 1,400 | SH |
| 17 | NEBIUS GROUP N.V. | NBIS | N97284108 | $607.6K | 0.02% | 2,200 | SH |
| 18 | BLOOM ENERGY CORP | BE | 093712107 | $560.0K | 0.01% | 1,850 | SH |
| 19 | UNITED STS OIL FD LP | USO | 91232N207 | $463.0K | 0.01% | 4,350 | SH |
| 20 | SEMTECH CORP | SMTC | 816850101 | $331.8K | 0.01% | 2,050 | SH |
| 21 | DINGDONG CAYMAN LTD | DDL | 25445D101 | $319.2K | 0.01% | 165,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $3.91B | 21 | 0002126503-26-000002 |
| 2026-03-31 | 2026-05-15 | $3.83B | 31 | 0002126503-26-000001 |