EdgeMarket › What Anther Capital Ltd reported owning
What Anther Capital Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.8BPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNDK Sandisk Corp | 565.2M | 14.8% | 889.6K | 1,596.08 | +3494.8% |
| GLW CORNING INC /NY | 408.3M | 10.7% | 3.0M | 149.84 | +132.0% |
| LITE Lumentum Holdings Inc. | 371.0M | 9.7% | 527.9K | 866.71 | +647.9% |
| MU MICRON TECHNOLOGY INC | 340.4M | 8.9% | 1.0M | 966.78 | +724.8% |
| ASML ASML HOLDING NV | 302.9M | 7.9% | 229.3K | 1,763.76 | +135.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 256.1M | 6.7% | 757.9K | 418.95 | +83.3% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 255.1M | 6.7% | 233.3K | 1,316.28 | +59.3% |
| INTC INTEL CORP | 227.3M | 5.9% | 5.2M | 90.07 | +282.6% |
| WDC WESTERN DIGITAL CORP | 192.7M | 5.0% | 712.4K | 459.44 | +507.4% |
| AMAT APPLIED MATERIALS INC /DE | 156.6M | 4.1% | 458.2K | 492.32 | +205.9% |
| STX Seagate Technology Holdings plc | 129.8M | 3.4% | 331.2K | 850.00 | +436.6% |
| MRVL Marvell Technology, Inc. | 111.0M | 2.9% | 1.1M | 237.04 | +232.8% |
| LRCX LAM RESEARCH CORP | 109.7M | 2.9% | 513.4K | 314.00 | +216.7% |
| TER TERADYNE, INC | 75.0M | 2.0% | 253.0K | 375.74 | +243.1% |
| AXTI AXT INC | 74.5M | 1.9% | 1.3M | 70.74 | +2718.3% |
| KLAC KLA CORP | 70.4M | 1.8% | 47.8K | 183.99 | +109.5% |
| NBIS Nebius Group N.V. | 56.9M | 1.5% | 548.2K | 219.13 | +224.8% |
| GOOGL Alphabet Inc. | 44.6M | 1.2% | 155.0K | 344.82 | +73.0% |
| CRWV CoreWeave, Inc. | 31.0M | 0.8% | 400.8K | 87.85 | -4.0% |
| ALAB Astera Labs, Inc. | 25.3M | 0.7% | 231.2K | 284.97 | +65.2% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 14.4M | 0.4% | 170.5K | 124.82 | +469.2% |
| BKR Baker Hughes Co | 2.5M | 0.1% | 40.5K | 62.34 | +45.5% |
| USO United States Oil Fund, LP | 1.1M | 0.0% | 8.6K | 134.64 | +83.1% |
| FTAI FTAI Aviation Ltd. | 1.0M | 0.0% | 4.2K | 209.70 | +49.4% |
| GOOG Alphabet Inc. | 659.8K | 0.0% | 2.3K | 341.75 | +70.7% |
| FORM FORMFACTOR INC | 578.1K | 0.0% | 6.0K | 114.16 | +309.2% |
| NOK NOKIA CORP | 498.5K | 0.0% | 62.0K | 10.21 | +140.8% |
| VNET VNET Group, Inc. | 453.1K | 0.0% | 54.0K | 6.72 | -15.8% |
| DDL Dingdong (Cayman) Ltd | 425.1K | 0.0% | 165.4K | 2.47 | +6.5% |
| TTMI TTM TECHNOLOGIES INC | 344.9K | 0.0% | 3.5K | 110.54 | +175.9% |
| SMTC SEMTECH CORP | 311.4K | 0.0% | 4.0K | 124.09 | +156.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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