Anther Capital Ltd
21 holdingsFiling period: 2026-06-30Current AUM: $2.83Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | 1.41M | $901.6M | $581.5M | 20.53% | +699.2K | 2026-06-30 |
| 2 | LRCX | LAM RESEARCH CORP | 1.25M | $543.6M | $339.8M | 12.00% | +741.1K | 2026-06-30 |
| 3 | GLW | CORNING INC | 1.32M | $337.6M | $189.8M | 6.70% | -1,681,285 | 2026-06-30 |
| 4 | TER | TERADYNE INC | 667.1K | $322.8M | $222.0M | 7.84% | +414.1K | 2026-06-30 |
| 5 | MU | MICRON TECHNOLOGY INC | 272.4K | $314.4M | $252.7M | 8.92% | -735,044 | 2026-06-30 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 634.4K | $303.0M | $262.5M | 9.27% | -123,478 | 2026-06-30 |
| 7 | SNDK | SANDISK CORP | 121.3K | $275.7M | $185.7M | 6.55% | -768,297 | 2026-06-30 |
| 8 | — | SEAGATE TECHNOLOGY HLDNGS PL | 283.4K | $273.5M | $273.5M | 9.66% | -47,817 | 2026-06-30 |
| 9 | AMAT | APPLIED MATLS INC | 284.3K | $205.6M | $119.8M | 4.23% | -173,822 | 2026-06-30 |
| 10 | — | ASML HLDG NV | 98.3K | $195.5M | $195.5M | 6.90% | -131,062 | 2026-06-30 |
| 11 | LITE | LUMENTUM HLDGS INC | 195.0K | $167.3M | $163.6M | 5.78% | -332,889 | 2026-06-30 |
| 12 | INTC | INTEL CORP | 402.3K | $56.2M | $39.1M | 1.38% | -4,748,369 | 2026-06-30 |
| 13 | UMC | UNITED MICROELECTRONICS CORP | 86.1K | $2.3M | $1.9M | 0.07% | -- | 2026-06-30 |
| 14 | MRVL | MARVELL TECHNOLOGY INC | 5.4K | $1.6M | $1.2M | 0.04% | -1,115,663 | 2026-06-30 |
| 15 | NOK | NOKIA CORP | 116.0K | $1.5M | $1.1M | 0.04% | +54.0K | 2026-06-30 |
| 16 | ALAB | ASTERA LABS INC | 1.4K | $676K | $353K | 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 | $479K | 0.02% | -- | 2026-06-30 |
| 19 | USO | UNITED STS OIL FD LP | 4.3K | $463K | $704K | 0.02% | -4,200 | 2026-06-30 |
| 20 | SMTC | SEMTECH CORP | 2.0K | $331K | $309K | 0.01% | -2,000 | 2026-06-30 |
| 21 | DDL | DINGDONG CAYMAN LTD | 165.4K | $319K | $364K | 0.01% | -- | 2026-06-30 |
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