Anther Capital Ltd
21 holdingsFiling period: 2026-06-30Current AUM: $2.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WDC | Western Digital Corp | 1.41M | $901.6M | $502.7M | 19.15% | +699.2K | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 1.25M | $543.6M | $297.9M | 11.35% | +741.1K | 2026-06-30 |
| 3 | GLW | Corning Inc | 1.32M | $337.6M | $168.8M | 6.43% | -1,681,285 | 2026-06-30 |
| 4 | TER | Teradyne Inc | 667.1K | $322.8M | $206.1M | 7.85% | +414.1K | 2026-06-30 |
| 5 | MU | Micron Technology Inc | 272.4K | $314.4M | $246.2M | 9.38% | -735,044 | 2026-06-30 |
| 6 | TSM | Taiwan Semiconductor Manufac | 634.4K | $303.0M | $269.2M | 10.26% | -123,478 | 2026-06-30 |
| 7 | SNDK | Sandisk Corp | 121.3K | $275.7M | $152.3M | 5.80% | -768,297 | 2026-06-30 |
| 8 | — | Seagate Technology Hldngs PL | 283.4K | $273.5M | $273.5M | 10.42% | -47,817 | 2026-06-30 |
| 9 | AMAT | Applied Matls Inc | 284.3K | $205.6M | $110.2M | 4.20% | -173,822 | 2026-06-30 |
| 10 | — | Asml Hldg NV | 98.3K | $195.5M | $195.5M | 7.45% | -131,062 | 2026-06-30 |
| 11 | LITE | Lumentum Hldgs Inc | 195.0K | $167.3M | $159.5M | 6.08% | -332,889 | 2026-06-30 |
| 12 | INTC | Intel Corp | 402.3K | $56.2M | $36.4M | 1.39% | -4,748,369 | 2026-06-30 |
| 13 | UMC | United Microelectronics Corp | 86.1K | $2.3M | $1.7M | 0.06% | -- | 2026-06-30 |
| 14 | MRVL | Marvell Technology Inc | 5.4K | $1.6M | $1.3M | 0.05% | -1,115,663 | 2026-06-30 |
| 15 | NOK | Nokia Corp | 116.0K | $1.5M | $1.0M | 0.04% | +54.0K | 2026-06-30 |
| 16 | ALAB | Astera Labs Inc | 1.4K | $676K | $363K | 0.01% | -229,815 | 2026-06-30 |
| 17 | — | Nebius Group N.V. | 2.2K | $607K | $607K | 0.02% | -545,992 | 2026-06-30 |
| 18 | BE | Bloom Energy Corp | 1.9K | $559K | $377K | 0.01% | -- | 2026-06-30 |
| 19 | USO | United Sts Oil FD LP | 4.3K | $463K | $723K | 0.03% | -4,200 | 2026-06-30 |
| 20 | SMTC | Semtech Corp | 2.0K | $331K | $280K | 0.01% | -2,000 | 2026-06-30 |
| 21 | DDL | Dingdong Cayman Ltd | 165.4K | $319K | $327K | 0.01% | -- | 2026-06-30 |
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