Back to Anther Capital Ltd
Q2 2026 13F filing
Updated 28 days ago21 disclosed positions worth $3.9B
Portfolio value
$3.9B
Total holdings
21
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WDC WESTERN DIGITAL CORP | $901.6M | 1.41M | 23.09% | — |
| 2 | L LRCX LAM RESEARCH CORP | $543.6M | 1.25M | 13.92% | — |
| 3 | G GLW CORNING INC | $337.6M | 1.32M | 8.64% | — |
| 4 | T TER TERADYNE INC | $322.8M | 667.1K | 8.26% | — |
| 5 | M MU MICRON TECHNOLOGY INC | $314.4M | 272.4K | 8.05% | — |
| 6 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $303M | 634.4K | 7.76% | — |
| 7 | S SNDK SANDISK CORP | $275.7M | 121.3K | 7.06% | — |
| 8 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $273.5M | 283.4K | 7.00% | — |
| 9 | A AMAT APPLIED MATLS INC | $205.6M | 284.3K | 5.26% | — |
| 10 | A ASMLF ASML HLDG NV | $195.5M | 98.3K | 5.01% | — |
| 11 | L LITE LUMENTUM HLDGS INC | $167.3M | 195.0K | 4.28% | — |
| 12 | I INTC INTEL CORP | $56.2M | 402.3K | 1.44% | — |
| 13 | U UMC UNITED MICROELECTRONICS CORP | $2.3M | 86.1K | 0.06% | — |
| 14 | M MRVL MARVELL TECHNOLOGY INC | $1.6M | 5.4K | 0.04% | — |
| 15 | N NOKBF NOKIA CORP | $1.5M | 116.0K | 0.04% | — |
| 16 | A ALAB ASTERA LABS INC | $676K | 1.4K | 0.02% | — |
| 17 | N NBIS NEBIUS GROUP N.V. | $608K | 2.2K | 0.02% | — |
| 18 | B BE BLOOM ENERGY CORP | $560K | 1.9K | 0.01% | — |
| 19 | U USO UNITED STS OIL FD LP | $463K | 4.3K | 0.01% | — |
| 20 | S SMTC SEMTECH CORP | $332K | 2.0K | 0.01% | — |
| 21 | D DDL DINGDONG CAYMAN LTD | $319K | 165.4K | 0.01% | — |