Anther Capital Ltd

CIK 0002126503 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Anther Capital Ltd reported 21 positions worth $3.91B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: WDC (23.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.91B
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.1%
Est. Net Flow (Q)
2026 Q2
10 / 21 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WDCWESTERN DIGITAL CORPSH$901.6M23.09%1,411,575
2LRCXLAM RESEARCH CORPSH$543.6M13.92%1,254,487
3GLWCORNING INCSH$337.6M8.64%1,321,701
4TERTERADYNE INCSH$322.8M8.27%667,086
5MUMICRON TECHNOLOGY INCSH$314.4M8.05%272,408
6TSMTAIWAN SEMICONDUCTOR MANUFACSH$303.0M7.76%634,447
7SNDKSANDISK CORPSH$275.7M7.06%121,271
8STXSEAGATE TECHNOLOGY HLDNGS PLSH$273.5M7.00%283,416
9AMATAPPLIED MATLS INCSH$205.6M5.26%284,335
10ASMLASML HLDG NVSH$195.5M5.01%98,282

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Anther Capital Ltd hold as of Q2 2026?

Anther Capital Ltd reported 21 positions worth $3.91B in its Q2 2026 13F filing. Largest positions: WDC (23.1%), LRCX (13.9%), GLW (8.6%), TER (8.3%) and MU (8.1%).

What did Anther Capital Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Anther Capital Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.