Institutional Fund
Anther Capital Ltd
Hong Kong, Hong KongCIK 21265031 filings on record
Portfolio Value
$3.83B
Q1 2026
Holdings
31
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sandisk Corp14.8%
- Corning Inc10.7%
- Lumentum Hldgs Inc9.7%
- Micron Technology Inc8.9%
- Asml Holding N V7.9%
- Taiwan Semiconductor Mfg Ltd6.7%
- Other41.4%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp | 889.6K | $565.18M | 14.8% | +889.6K | First Filing |
| 2 | Corning Inc | 3.00M | $408.32M | 10.7% | +3.00M | First Filing |
| 3 | Lumentum Hldgs Inc | 527.9K | $370.96M | 9.7% | +527.9K | First Filing |
| 4 | Micron Technology Inc | 1.01M | $340.36M | 8.9% | +1.01M | First Filing |
| 5 | Asml Holding N V | 229.3K | $302.92M | 7.9% | +229.3K | First Filing |
| 6 | Taiwan Semiconductor Mfg Ltd | 757.9K | $256.14M | 6.7% | +757.9K | First Filing |
| 7 | Monolithic Pwr Sys Inc | 233.3K | $255.07M | 6.7% | +233.3K | First Filing |
| 8 | Intel Corp | 5.15M | $227.30M | 5.9% | +5.15M | First Filing |
| 9 | Western Digital Corp | 712.4K | $192.70M | 5.0% | +712.4K | First Filing |
| 10 | Applied Matls Inc | 458.2K | $156.59M | 4.1% | +458.2K | First Filing |
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