Anther Capital Ltd
Net seller this quarter
$3.91B
21
-$4.78B
94.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WDC | $902M | 23.09% | 0.41% | +98.1% | Q1 2026 |
 LRCX | $544M | 13.92% | 0.10% | +144.4% | Q1 2026 |
 GLW | $338M | 8.64% | 0.15% | -56.0% | Q1 2026 |
 TER | $323M | 8.26% | 0.43% | +163.7% | Q1 2026 |
 MU | $314M | 8.05% | 0.02% | -73.0% | Q1 2026 |
 TSM | $303M | 7.76% | 0.00% | -16.3% | Q1 2026 |
 SNDK | $276M | 7.06% | 0.08% | -86.4% | Q1 2026 |
 STX | $273M | 7.00% | 0.13% | -14.4% | Q1 2026 |
 AMAT | $206M | 5.26% | 0.04% | -37.9% | Q1 2026 |
 ASML | $196M | 5.01% | 0.03% | -57.2% | Q1 2026 |
 LITE | $167M | 4.28% | 0.22% | -63.1% | Q1 2026 |
 INTC | $56.2M | 1.44% | 0.01% | -92.2% | Q1 2026 |
 UMC | $2.34M | 0.06% | 0.00% | New | Q2 2026 |
 MRVL | $1.6M | 0.04% | 0.00% | -99.5% | Q1 2026 |
 NOK | $1.54M | 0.04% | 0.00% | +87.1% | Q1 2026 |
 ALAB | $676K | 0.02% | 0.00% | -99.4% | Q1 2026 |
 NBIS | $608K | 0.02% | 0.00% | -99.6% | Q1 2026 |
 BE | $560K | 0.01% | 0.00% | New | Q2 2026 |
 USO | $463K | 0.01% | 0.04% | -49.1% | Q1 2026 |
 SMTC | $332K | 0.01% | 0.00% | -49.4% | Q1 2026 |
 DDL | $319K | 0.01% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| SNDK | $565M | 14.77% | 0.60% | New | Q1 2026 |
| GLW | $408M | 10.67% | 0.35% | New | Q1 2026 |
| LITE | $371M | 9.70% | 0.74% | New | Q1 2026 |
| MU | $340M | 8.90% | 0.09% | New | Q1 2026 |
| ASML | $303M | 7.92% | 0.06% | New | Q1 2026 |
| TSM | $256M | 6.69% | 0.00% | New | Q1 2026 |
 MPWR | $255M | 6.67% | 0.47% | New | Q1 2026 |
| INTC | $227M | 5.94% | 0.10% | New | Q1 2026 |
| WDC | $193M | 5.04% | 0.21% | New | Q1 2026 |
| AMAT | $157M | 4.09% | 0.06% | New | Q1 2026 |
| STX | $130M | 3.39% | 0.15% | New | Q1 2026 |
| MRVL | $111M | 2.90% | 0.13% | New | Q1 2026 |
| LRCX | $110M | 2.87% | 0.04% | New | Q1 2026 |
| TER | $75M | 1.96% | 0.16% | New | Q1 2026 |
 AXTI | $74.5M | 1.95% | 2.35% | New | Q1 2026 |
 KLAC | $70.4M | 1.84% | 0.04% | New | Q1 2026 |
| NBIS | $56.9M | 1.49% | 0.22% | New | Q1 2026 |
 GOOGL | $44.6M | 1.16% | 0.00% | New | Q1 2026 |
 CRWV | $31M | 0.81% | Not reported | New | Q1 2026 |
| ALAB | $25.3M | 0.66% | 0.14% | New | Q1 2026 |
 AAOI | $14.4M | 0.38% | 0.22% | New | Q1 2026 |
 BKR | $2.47M | 0.06% | 0.00% | New | Q1 2026 |
| USO | $1.09M | 0.03% | 0.06% | New | Q1 2026 |
 FTAI | $1.02M | 0.03% | 0.00% | New | Q1 2026 |
| GOOG | $660K | 0.02% | Not reported | New | Q1 2026 |
 FORM | $578K | 0.02% | 0.01% | New | Q1 2026 |
| NOK | $498K | 0.01% | 0.00% | New | Q1 2026 |
 VNET | $453K | 0.01% | 0.06% | New | Q1 2026 |
| DDL | $425K | 0.01% | Not reported | New | Q1 2026 |
 TTMI | $345K | 0.01% | 0.00% | New | Q1 2026 |
| SMTC | $311K | 0.01% | 0.00% | New | Q1 2026 |