Institutional
Anther Capital Ltd
CIK 0002126503
$3.83B
Reported AUM
31
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Anther Capital Ltd · Q1 2026
AI · grounded in 13F
Anther Capital Ltd established a new position in SNDK valued at $565.2M. The fund also initiated new stakes in GLW for $408.3M and LITE for $371M. Additional new positions include MU at $340.4M and ASML HLDG NV at $302.9M. Total assets under management stand at $3.8B across 31 positions.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $1215.64 | -5.03% | 2996.93% | 2588.43% | $565.2M | 14.77% | — | HELD |
| 2 | GLW | CORNING INC | $138.26 | 2.25% | 125.24% | 291.05% | $408.3M | 10.67% | — | HELD |
| 3 | LITE | LUMENTUM HLDGS INC | $713.94 | 2.99% | 549.83% | 700.14% | $371.0M | 9.70% | — | HELD |
| 4 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | 787.81% | 1193.85% | $340.4M | 8.90% | — | HELD |
| 5 | ASML | ASML HLDG NV | $1629.00 | -1.36% | 140.98% | 107.78% | $302.9M | 7.92% | — | HELD |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | 73.36% | 267.64% | $256.1M | 6.69% | — | HELD |
| 7 | MPWR | MONOLITHIC PWR SYS INC | $1426.03 | 8.35% | 68.71% | 175.79% | $255.1M | 6.67% | — | HELD |
| 8 | INTC | INTEL CORP | $90.20 | -1.02% | 367.12% | 81.15% | $227.3M | 5.94% | — | HELD |
| 9 | WDC | WESTERN DIGITAL CORP | $544.84 | 2.21% | 598.22% | 1020.95% | $192.7M | 5.04% | — | HELD |
| 10 | AMAT | APPLIED MATLS INC | $507.67 | 1.18% | 187.89% | 296.32% | $156.6M | 4.09% | — | HELD |
| 11 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $856.13 | 0.52% | 454.69% | 1028.71% | $129.8M | 3.39% | — | HELD |
| 12 | MRVL | MARVELL TECHNOLOGY INC | $187.56 | 2.32% | 152.46% | 212.27% | $111.0M | 2.90% | — | HELD |
| 13 | LRCX | LAM RESEARCH CORP | $293.02 | -1.58% | 210.64% | 418.55% | $109.7M | 2.87% | — | HELD |
| 14 | TER | TERADYNE INC | $367.69 | 0.60% | 251.79% | 206.64% | $75.0M | 1.96% | — | HELD |
| 15 | AXTI | AXT INC | $60.33 | 28.53% | 3052.08% | 550.05% | $74.5M | 1.95% | — | HELD |
| 16 | KLAC | KLA CORP | $182.82 | 1.38% | 104.70% | 456.24% | $70.4M | 1.84% | — | HELD |
| 17 | NBIS | NEBIUS GROUP N.V. | $190.51 | 1.10% | 262.37% | 756.89% | $56.9M | 1.49% | — | HELD |
| 18 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $44.6M | 1.16% | — | HELD |
| 19 | CRWV | COREWEAVE INC | $71.70 | -2.98% | -31.99% | 71.50% | $31.0M | 0.81% | — | HELD |
| 20 | ALAB | ASTERA LABS INC | $311.23 | 3.85% | 128.60% | 253.57% | $25.3M | 0.66% | — | HELD |
| 21 | AAOI | APPLIED OPTOELECTRONICS INC | $94.32 | 4.67% | 341.20% | 1195.91% | $14.4M | 0.38% | — | HELD |
| 22 | BKR | BAKER HUGHES COMPANY | $60.49 | 0.98% | 41.43% | 196.75% | $2.5M | 0.06% | — | HELD |
| 23 | USO | UNITED STS OIL FD LP | $129.17 | 1.33% | 66.61% | 168.64% | $1.1M | 0.03% | — | HELD |
| 24 | FTAI | FTAI AVIATION LTD | $206.00 | 4.30% | 49.45% | 922.64% | $1.0M | 0.03% | — | HELD |
| 25 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $660K | 0.02% | — | HELD |
| 26 | FORM | FORMFACTOR INC | $106.20 | 0.78% | 264.26% | 171.04% | $578K | 0.02% | — | HELD |
| 27 | NOK | NOKIA CORP | $9.10 | 0.11% | 126.05% | 71.00% | $498K | 0.01% | — | HELD |
| 28 | VNET | VNET GROUP INC | $7.17 | -2.05% | -4.81% | -63.97% | $453K | 0.01% | — | HELD |
| 29 | DDL | DINGDONG CAYMAN LTD | $2.57 | 6.20% | 24.15% | -87.26% | $425K | 0.01% | — | HELD |
| 30 | TTMI | TTM TECHNOLOGIES INC | $115.44 | -0.06% | 166.52% | 725.07% | $345K | 0.01% | — | HELD |
| 31 | SMTC | SEMTECH CORP | $117.82 | 2.80% | — | — | $311K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0002126503-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.