Q1 2026 · 13F-HR
Anther Capital Ltdholdings as filed
Filed 2026-05-15 · accession 0002126503-26-000001
$3.83B
Reported value
31
Positions
2026-03-31
Period end
The Brief · Anther Capital Ltd · Q1 2026
AI · grounded in 13F
Anther Capital Ltd established a new position in SNDK valued at $565.2M. The fund also initiated new stakes in GLW for $408.3M and LITE for $371M. Additional new positions include MU at $340.4M and ASML HLDG NV at $302.9M. Total assets under management stand at $3.8B across 31 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80004C200 | SNDK | SANDISK CORP | $565.2M | 14.8% | 889,568 | Common | NONE |
| 219350105 | GLW | CORNING INC | $408.3M | 10.7% | 3,002,986 | Common | NONE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $371.0M | 9.70% | 527,862 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $340.4M | 8.90% | 1,007,452 | Common | NONE |
| N07059210 | ASML | ASML HLDG NV | $302.9M | 7.92% | 229,344 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $256.1M | 6.69% | 757,925 | Common | NONE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $255.1M | 6.67% | 233,288 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $227.3M | 5.94% | 5,150,644 | Common | NONE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $192.7M | 5.04% | 712,395 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $156.6M | 4.09% | 458,157 | Common | NONE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $129.8M | 3.39% | 331,233 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $111.0M | 2.90% | 1,121,043 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $109.7M | 2.87% | 513,407 | Common | NONE |
| 880770102 | TER | TERADYNE INC | $75.0M | 1.96% | 252,993 | Common | NONE |
| 00246W103 | AXTI | AXT INC | $74.5M | 1.95% | 1,307,206 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $70.4M | 1.84% | 47,819 | Common | NONE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $56.9M | 1.49% | 548,192 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $44.6M | 1.16% | 155,000 | Common | NONE |
| 21873S108 | CRWV | COREWEAVE INC | $31.0M | 0.81% | 400,800 | Common | NONE |
| 04626A103 | ALAB | ASTERA LABS INC | $25.3M | 0.66% | 231,215 | Common | NONE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $14.4M | 0.38% | 170,488 | Common | NONE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $2.5M | 0.06% | 40,490 | Common | NONE |
| 91232N207 | USO | UNITED STS OIL FD LP | $1.1M | 0.03% | 8,550 | Common | NONE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $1.0M | 0.03% | 4,150 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $659,778 | 0.02% | 2,300 | Common | NONE |
| 346375108 | FORM | FORMFACTOR INC | $578,060 | 0.02% | 5,960 | Common | NONE |
| 654902204 | NOK | NOKIA CORP | $498,480 | 0.01% | 62,000 | Common | NONE |
| 90138A103 | VNET | VNET GROUP INC | $453,060 | 0.01% | 54,000 | Common | NONE |
| 25445D101 | DDL | DINGDONG CAYMAN LTD | $425,078 | 0.01% | 165,400 | Common | NONE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $344,867 | 0.01% | 3,540 | Common | NONE |
| 816850101 | SMTC | SEMTECH CORP | $311,405 | 0.01% | 4,050 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.