Anther Capital Ltd — 13F Holdings & Portfolio
CIK 2126503 · latest 13F-HR filed 2026-05-15
Anther Capital Ltd manages $3.83B in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SNDK (14.77%), GLW (10.67%), LITE (9.70%).
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.
$3.83B
Long-equity book
31
Distinct positions
2026-03-31
Filed 2026-05-15
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
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 | SANDISK CORP | SNDK | 80004C200 | $565.2M | 14.77% | 889,568 | SH |
| 2 | CORNING INC | GLW | 219350105 | $408.3M | 10.67% | 3,002,986 | SH |
| 3 | LUMENTUM HLDGS INC | LITE | 55024U109 | $371.0M | 9.70% | 527,862 | SH |
| 4 | MICRON TECHNOLOGY INC | MU | 595112103 | $340.4M | 8.90% | 1,007,452 | SH |
| 5 | ASML HLDG NV | ASML | N07059210 | $302.9M | 7.92% | 229,344 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $256.1M | 6.69% | 757,925 | SH |
| 7 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $255.1M | 6.67% | 233,288 | SH |
| 8 | INTEL CORP | INTC | 458140100 | $227.3M | 5.94% | 5,150,644 | SH |
| 9 | WESTERN DIGITAL CORP | WDC | 958102105 | $192.7M | 5.04% | 712,395 | SH |
| 10 | APPLIED MATLS INC | AMAT | 038222105 | $156.6M | 4.09% | 458,157 | SH |
| 11 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $129.8M | 3.39% | 331,233 | SH |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $111.0M | 2.90% | 1,121,043 | SH |
| 13 | LAM RESEARCH CORP | LRCX | 512807306 | $109.7M | 2.87% | 513,407 | SH |
| 14 | TERADYNE INC | TER | 880770102 | $75.0M | 1.96% | 252,993 | SH |
| 15 | AXT INC | AXTI | 00246W103 | $74.5M | 1.95% | 1,307,206 | SH |
| 16 | KLA CORP | KLAC | 482480100 | $70.4M | 1.84% | 47,819 | SH |
| 17 | NEBIUS GROUP N.V. | NBIS | N97284108 | $56.9M | 1.49% | 548,192 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $44.6M | 1.16% | 155,000 | SH |
| 19 | COREWEAVE INC | CRWV | 21873S108 | $31.0M | 0.81% | 400,800 | SH |
| 20 | ASTERA LABS INC | ALAB | 04626A103 | $25.3M | 0.66% | 231,215 | SH |
| 21 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $14.4M | 0.38% | 170,488 | SH |
| 22 | BAKER HUGHES COMPANY | BKR | 05722G100 | $2.5M | 0.06% | 40,490 | SH |
| 23 | UNITED STS OIL FD LP | USO | 91232N207 | $1.1M | 0.03% | 8,550 | SH |
| 24 | FTAI AVIATION LTD | FTAI | G3730V105 | $1.0M | 0.03% | 4,150 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $659.8K | 0.02% | 2,300 | SH |
| 26 | FORMFACTOR INC | FORM | 346375108 | $578.1K | 0.02% | 5,960 | SH |
| 27 | NOKIA CORP | NOK | 654902204 | $498.5K | 0.01% | 62,000 | SH |
| 28 | VNET GROUP INC | VNET | 90138A103 | $453.1K | 0.01% | 54,000 | SH |
| 29 | DINGDONG CAYMAN LTD | DDL | 25445D101 | $425.1K | 0.01% | 165,400 | SH |
| 30 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $344.9K | 0.01% | 3,540 | SH |
| 31 | SEMTECH CORP | SMTC | 816850101 | $311.4K | 0.01% | 4,050 | SH |