Anther Capital Ltd
31 holdingsFiling period: 2026-03-31Current AUM: $5.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 889.6K | $565.2M | $1.08B | 19.17% | -- | 2026-03-31 |
| 2 | GLW | CORNING INC | 3.00M | $408.3M | $415.2M | 7.36% | -- | 2026-03-31 |
| 3 | LITE | LUMENTUM HLDGS INC | 527.9K | $371.0M | $376.9M | 6.68% | -- | 2026-03-31 |
| 4 | MU | MICRON TECHNOLOGY INC | 1.01M | $340.4M | $829.2M | 14.71% | -- | 2026-03-31 |
| 5 | — | ASML HLDG NV | 229.3K | $302.9M | $302.9M | 5.37% | -- | 2026-03-31 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 757.9K | $256.1M | $306.4M | 5.43% | -- | 2026-03-31 |
| 7 | MPWR | MONOLITHIC PWR SYS INC | 233.3K | $255.1M | $332.7M | 5.90% | -- | 2026-03-31 |
| 8 | INTC | INTEL CORP | 5.15M | $227.3M | $464.6M | 8.24% | -- | 2026-03-31 |
| 9 | WDC | WESTERN DIGITAL CORP | 712.4K | $192.7M | $388.1M | 6.88% | -- | 2026-03-31 |
| 10 | AMAT | APPLIED MATLS INC | 458.2K | $156.6M | $232.6M | 4.13% | -- | 2026-03-31 |
| 11 | — | SEAGATE TECHNOLOGY HLDNGS PL | 331.2K | $129.8M | $129.8M | 2.30% | -- | 2026-03-31 |
| 12 | MRVL | MARVELL TECHNOLOGY INC | 1.12M | $111.0M | $210.3M | 3.73% | -- | 2026-03-31 |
| 13 | LRCX | LAM RESEARCH CORP | 513.4K | $109.7M | $150.4M | 2.67% | -- | 2026-03-31 |
| 14 | TER | TERADYNE INC | 253.0K | $75.0M | $93.0M | 1.65% | -- | 2026-03-31 |
| 15 | AXTI | AXT INC | 1.31M | $74.5M | $79.0M | 1.40% | -- | 2026-03-31 |
| 16 | KLAC | KLA CORP | 47.8K | $70.4M | $8.7M | 0.16% | -- | 2026-03-31 |
| 17 | — | NEBIUS GROUP N.V. | 548.2K | $56.9M | $56.9M | 1.01% | -- | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 155.0K | $44.6M | $55.2M | 0.98% | -- | 2026-03-31 |
| 19 | CRWV | COREWEAVE INC | 400.8K | $31.0M | $28.8M | 0.51% | -- | 2026-03-31 |
| 20 | ALAB | ASTERA LABS INC | 231.2K | $25.3M | $72.0M | 1.28% | -- | 2026-03-31 |
| 21 | AAOI | APPLIED OPTOELECTRONICS INC | 170.5K | $14.4M | $16.1M | 0.29% | -- | 2026-03-31 |
| 22 | BKR | BAKER HUGHES COMPANY | 40.5K | $2.5M | $2.4M | 0.04% | -- | 2026-03-31 |
| 23 | USO | UNITED STS OIL FD LP | 8.6K | $1.1M | $1.1M | 0.02% | -- | 2026-03-31 |
| 24 | — | FTAI AVIATION LTD | 4.2K | $1.0M | $1.0M | 0.02% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 2.3K | $659K | $819K | 0.01% | -- | 2026-03-31 |
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