§ 13F · FUND PROFILE
Anther Capital Ltd.
AUM · $3.9B (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | 1.41M | $902M | 23.1% | +98% |
| 2 | LRCX | LAM RESEARCH CORP | 1.25M | $544M | 13.9% | +144% |
| 3 | GLW | CORNING INC | 1.32M | $338M | 8.6% | −56% |
| 4 | TER | TERADYNE INC | 667K | $323M | 8.3% | +164% |
| 5 | MU | MICRON TECHNOLOGY INC | 272K | $314M | 8.1% | −73% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 634K | $303M | 7.8% | −16% |
| 7 | SNDK | SANDISK CORP | 121K | $276M | 7.1% | −86% |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 283K | $273M | 7.0% | −14% |
| 9 | AMAT | APPLIED MATLS INC | 284K | $206M | 5.3% | −38% |
| 10 | ASML | ASML HLDG NV | 98K | $196M | 5.0% | −57% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANTHER SIGNAL
AC read
Anther Capital Ltd is a institutional fund managing $3.9 billion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →