Investor
Anther Capital Ltd
CIK 0002126503 · filed 2026-05-15 · SEC filing
13F book
$3.83B
Positions
31
Largest name
14.8%
Sandisk Corp · SNDK
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sandisk Corp | SNDK | 889.6K | $565.2M | 14.8% | — | Held |
| Corning Inc | — | 3M | $408.3M | 10.7% | — | Held |
| Lumentum Hldgs Inc | — | 527.9K | $371M | 9.7% | — | Held |
| Micron Technology Inc | MU | 1.01M | $340.4M | 8.9% | — | Held |
| Asml Holding N V | — | 229.3K | $302.9M | 7.9% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 757.9K | $256.1M | 6.7% | — | Held |
| Monolithic Pwr Sys Inc | — | 233.3K | $255.1M | 6.7% | — | Held |
| Intel Corp | INTC | 5.15M | $227.3M | 5.9% | — | Held |
| Western Digital Corp | WDC | 712.4K | $192.7M | 5.0% | — | Held |
| Applied Matls Inc | — | 458.2K | $156.6M | 4.1% | — | Held |
| Seagate Technology Hldngs Pl | — | 331.2K | $129.8M | 3.4% | — | Held |
| Marvell Technology, Inc. | MRVL | 1.12M | $111M | 2.9% | — | Held |
| Lam Research Corp | LRCX | 513.4K | $109.7M | 2.9% | — | Held |
| Teradyne, Inc | TER | 253K | $75M | 2.0% | — | Held |
| Axt Inc | AXTI | 1.31M | $74.5M | 1.9% | — | Held |
| Kla Corp | KLAC | 47.8K | $70.4M | 1.8% | — | Held |
| Nebius Group N.V. | NBIS | 548.2K | $56.9M | 1.5% | — | Held |
| Alphabet Inc | — | 155K | $44.6M | 1.2% | — | Held |
| CoreWeave, Inc. | CRWV | 400.8K | $31M | 0.8% | — | Held |
| Astera Labs, Inc. | ALAB | 231.2K | $25.3M | 0.7% | — | Held |
| Applied Optoelectronics, Inc. | AAOI | 170.5K | $14.4M | 0.4% | — | Held |
| Baker Hughes Company | — | 40.5K | $2.47M | 0.1% | — | Held |
| United Sts Oil Fd Lp | — | 8.55K | $1.09M | 0.0% | — | Held |
| Ftai Aviation Ltd | — | 4.15K | $1.02M | 0.0% | — | Held |
| Alphabet Inc | — | 2.3K | $659.8K | 0.0% | — | Held |
| Formfactor Inc | FORM | 5.96K | $578.1K | 0.0% | — | Held |
| Nokia Corp | — | 62K | $498.5K | 0.0% | — | Held |
| VNET Group, Inc. | VNET | 54K | $453.1K | 0.0% | — | Held |
| Dingdong (Cayman) Ltd | DDL | 165.4K | $425.1K | 0.0% | — | Held |
| Ttm Technologies Inc | TTMI | 3.54K | $344.9K | 0.0% | — | Held |
| Semtech Corp | SMTC | 4.05K | $311.4K | 0.0% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.