Anther Capital Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.83B
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sandisk Corp | SNDK | Shares | $565.2M | 890K |
| Corning Inc | GLW | Shares | $408.3M | 3.0M |
| Lumentum Hldgs Inc | LITE | Shares | $371.0M | 528K |
| Micron Technology Inc | MU | Shares | $340.4M | 1.0M |
| Asml Hldg Nv | Shares | $302.9M | 229K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $256.1M | 758K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $255.1M | 233K |
| Intel Corp | INTC | Shares | $227.3M | 5.2M |
| Western Digital Corp | WDC | Shares | $192.7M | 712K |
| Applied Matls Inc | AMAT | Shares | $156.6M | 458K |
| Seagate Technology Hldngs Pl | Shares | $129.8M | 331K | |
| Marvell Technology Inc | MRVL | Shares | $111.0M | 1.1M |
| Lam Research Corp | LRCX | Shares | $109.7M | 513K |
| Teradyne Inc | TER | Shares | $75.0M | 253K |
| Axt Inc | AXTI | Shares | $74.5M | 1.3M |
| Kla Corp | KLAC | Shares | $70.4M | 48K |
| Nebius Group N.V. | Shares | $56.9M | 548K | |
| Alphabet Inc | GOOGL | Shares | $44.6M | 155K |
| Coreweave Inc | CRWV | Shares | $31.0M | 401K |
| Astera Labs Inc | ALAB | Shares | $25.3M | 231K |
| Applied Optoelectronics Inc | AAOI | Shares | $14.4M | 170K |
| Baker Hughes Company | BKR | Shares | $2.5M | 40K |
| United Sts Oil Fd Lp | USO | Shares | $1.1M | 9K |
| Ftai Aviation Ltd | Shares | $1.0M | 4K | |
| Alphabet Inc | GOOG | Shares | $660K | 2K |
| Formfactor Inc | FORM | Shares | $578K | 6K |
| Nokia Corp | NOK | Shares | $498K | 62K |
| Vnet Group Inc | VNET | Shares | $453K | 54K |
| Dingdong Cayman Ltd | DDL | Shares | $425K | 165K |
| Ttm Technologies Inc | TTMI | Shares | $345K | 4K |
| Semtech Corp | SMTC | Shares | $311K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.