Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Anther Capital Ltd (CIK 2126503) reported $3.91B across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WDC ($901.6M, 23.09%), LRCX ($543.6M, 13.92%), GLW ($337.6M, 8.64%), TER ($322.8M, 8.26%), MU ($314.4M, 8.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $901.6M | 23.09% | 1.4M | Added |
| 2 | LRCX | LAM RESEARCH CORP | $543.6M | 13.92% | 1.3M | Added |
| 3 | GLW | CORNING INC | $337.6M | 8.64% | 1.3M | Trimmed |
| 4 | TER | TERADYNE INC | $322.8M | 8.26% | 667,086 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $314.4M | 8.05% | 272,408 | Trimmed |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $303.0M | 7.76% | 634,447 | Trimmed |
| 7 | SNDK | SANDISK CORP | $275.7M | 7.06% | 121,271 | Trimmed |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $273.5M | 7.00% | 283,416 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $205.6M | 5.26% | 284,335 | Trimmed |
| 10 | ASML | ASML HLDG NV | $195.5M | 5.01% | 98,282 | Trimmed |
| 11 | LITE | LUMENTUM HLDGS INC | $167.3M | 4.28% | 194,973 | Trimmed |
| 12 | INTC | INTEL CORP | $56.2M | 1.44% | 402,275 | Trimmed |
| 13 | UMC | UNITED MICROELECTRONICS CORP | $2.3M | 0.06% | 86,100 | New |
| 14 | MRVL | MARVELL TECHNOLOGY INC | $1.6M | 0.04% | 5,380 | Trimmed |
| 15 | NOK | NOKIA CORP | $1.5M | 0.04% | 115,990 | Added |
| 16 | ALAB | ASTERA LABS INC | $676,228 | 0.02% | 1,400 | Trimmed |
| 17 | NBIS | NEBIUS GROUP N.V. | $607,574 | 0.02% | 2,200 | Trimmed |
| 18 | BE | BLOOM ENERGY CORP | $559,995 | 0.01% | 1,850 | New |
| 19 | SMTC | SEMTECH CORP | $331,793 | 0.01% | 2,050 | Trimmed |
| 20 | DDL | DINGDONG CAYMAN LTD | $319,222 | 0.01% | 165,400 | Hold |
| 21 | USO | UNITED STS OIL FD LP | $463,014 | 0.01% | 4,350 | Trimmed |
| 22 | AXTI | AXT INC | $0 | 0.00% | 0 | Exited |
| 23 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 24 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 25 | AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30