Anther Capital Ltd
Holdings as of 2026-06-30, filed 2026-08-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
21
Value reported by manager
$3.9B
Sum of our stored positions
$3.9B
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
62.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
21 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| WESTERN DIGITAL CORP | COM | $901.6M | 1,411,575 | — | 958102105 |
| LAM RESEARCH CORP | COM NEW | $543.6M | 1,254,487 | — | 512807306 |
| CORNING INC | COM | $337.6M | 1,321,701 | — | 219350105 |
| TERADYNE INC | COM | $322.8M | 667,086 | — | 880770102 |
| MICRON TECHNOLOGY INC | COM | $314.4M | 272,408 | — | 595112103 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $303M | 634,447 | — | 874039100 |
| SANDISK CORP | COM | $275.7M | 121,271 | — | 80004C200 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $273.5M | 283,416 | — | G7997R103 |
| APPLIED MATLS INC | COM | $205.6M | 284,335 | — | 038222105 |
| ASML HLDG NV | N Y REGISTRY SHS | $195.5M | 98,282 | — | N07059210 |
| LUMENTUM HLDGS INC | COM | $167.3M | 194,973 | — | 55024U109 |
| INTEL CORP | COM | $56.2M | 402,275 | — | 458140100 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $2.3M | 86,100 | — | 910873405 |
| MARVELL TECHNOLOGY INC | COM | $1.6M | 5,380 | — | 573874104 |
| NOKIA CORP | SPONSORED ADR | $1.5M | 115,990 | — | 654902204 |
| ASTERA LABS INC | COM | $676.2K | 1,400 | — | 04626A103 |
| NEBIUS GROUP N.V. | SHS CLASS A | $607.6K | 2,200 | — | N97284108 |
| BLOOM ENERGY CORP | COM CL A | $560K | 1,850 | — | 093712107 |
| UNITED STS OIL FD LP | UNITS | $463K | 4,350 | — | 91232N207 |
| SEMTECH CORP | COM | $331.8K | 2,050 | — | 816850101 |
| DINGDONG CAYMAN LTD | ADS | $319.2K | 165,400 | — | 25445D101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13