2026 Q1 Portfolio Activity
In 2026 Q1, Anther Capital Ltd maintained a portfolio of 31 distinct positions.
Position History
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Anther Capital Ltd
AUM $3,825M
Total Positions
31
Quarter
2026 Q1
Top Holding
SNDK (14.8%)
Top 10 Concentration
80.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
Anther Capital Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SNDK
SANDISK CORP
|
Technology | 14.77% | — |
#1
Prev: #—
|
9.5 |
—
|
889,568 | — |
NEW
|
889,568 | $565,178,133 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLW
CORNING INC
|
Technology | 10.67% | — |
#2
Prev: #—
|
9.0 |
—
|
3,002,986 | — |
NEW
|
3,002,986 | $408,316,006 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LITE
LUMENTUM HLDGS ...
|
Technology | 9.70% | — |
#3
Prev: #—
|
8.4 |
—
|
527,862 | — |
NEW
|
527,862 | $370,960,299 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 8.90% | — |
#4
Prev: #—
|
7.6 |
—
|
1,007,452 | — |
NEW
|
1,007,452 | $340,357,584 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASML
ASML HLDG NV
|
Technology | 7.92% | — |
#5
Prev: #—
|
7.2 |
—
|
229,344 | — |
NEW
|
229,344 | $302,924,436 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 6.69% | — |
#6
Prev: #—
|
6.2 |
—
|
757,925 | — |
NEW
|
757,925 | $256,140,754 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 6.67% | — |
#7
Prev: #—
|
6.2 |
—
|
233,288 | — |
NEW
|
233,288 | $255,065,435 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTC
INTEL CORP
|
Technology | 5.94% | — |
#8
Prev: #—
|
5.9 |
—
|
5,150,644 | — |
NEW
|
5,150,644 | $227,297,920 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 5.04% | — |
#9
Prev: #—
|
5.5 |
—
|
712,395 | — |
NEW
|
712,395 | $192,695,724 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.09% | — |
#10
Prev: #—
|
5.1 |
—
|
458,157 | — |
NEW
|
458,157 | $156,593,481 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 3.39% | — |
#11
Prev: #—
|
4.9 |
—
|
331,233 | — |
NEW
|
331,233 | $129,763,840 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 2.90% | — |
#12
Prev: #—
|
4.7 |
—
|
1,121,043 | — |
NEW
|
1,121,043 | $111,039,309 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.87% | — |
#13
Prev: #—
|
4.6 |
—
|
513,407 | — |
NEW
|
513,407 | $109,694,540 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TER
TERADYNE INC
|
Technology | 1.96% | — |
#14
Prev: #—
|
4.3 |
—
|
252,993 | — |
NEW
|
252,993 | $75,002,305 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXTI
AXT INC
|
Technology | 1.95% | — |
#15
Prev: #—
|
4.3 |
—
|
1,307,206 | — |
NEW
|
1,307,206 | $74,484,598 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KLAC
KLA CORP
|
Technology | 1.84% | — |
#16
Prev: #—
|
4.2 |
—
|
47,819 | — |
NEW
|
47,819 | $70,409,174 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 1.49% | — |
#17
Prev: #—
|
4.1 |
—
|
548,192 | — |
NEW
|
548,192 | $56,880,402 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.16% | — |
#18
Prev: #—
|
4.0 |
—
|
155,000 | — |
NEW
|
155,000 | $44,571,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRWV
COREWEAVE INC
|
Technology | 0.81% | — |
#19
Prev: #—
|
3.8 |
—
|
400,800 | — |
NEW
|
400,800 | $31,049,976 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALAB
ASTERA LABS INC
|
Technology | 0.66% | — |
#20
Prev: #—
|
3.8 |
—
|
231,215 | — |
NEW
|
231,215 | $25,341,164 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAOI
APPLIED OPTOELE...
|
Technology | 0.38% | — |
#21
Prev: #—
|
3.7 |
—
|
170,488 | — |
NEW
|
170,488 | $14,421,580 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 0.06% | — |
#22
Prev: #—
|
3.5 |
—
|
40,490 | — |
NEW
|
40,490 | $2,471,915 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USO
UNITED STS OIL ...
|
Unknown | 0.03% | — |
#23
Prev: #—
|
3.5 |
—
|
8,550 | — |
NEW
|
8,550 | $1,087,988 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FTAI
FTAI AVIATION L...
|
Industrials | 0.03% | — |
#24
Prev: #—
|
3.5 |
—
|
4,150 | — |
NEW
|
4,150 | $1,016,750 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.02% | — |
#25
Prev: #—
|
3.5 |
—
|
2,300 | — |
NEW
|
2,300 | $659,778 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FORM
FORMFACTOR INC
|
Technology | 0.02% | — |
#26
Prev: #—
|
3.5 |
—
|
5,960 | — |
NEW
|
5,960 | $578,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOK
NOKIA CORP
|
Technology | 0.01% | — |
#27
Prev: #—
|
3.5 |
—
|
62,000 | — |
NEW
|
62,000 | $498,480 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VNET
VNET GROUP INC
|
Technology | 0.01% | — |
#28
Prev: #—
|
3.5 |
—
|
54,000 | — |
NEW
|
54,000 | $453,060 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDL
DINGDONG CAYMAN...
|
Consumer Defensive | 0.01% | — |
#29
Prev: #—
|
3.5 |
—
|
165,400 | — |
NEW
|
165,400 | $425,078 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 0.01% | — |
#30
Prev: #—
|
3.5 |
—
|
3,540 | — |
NEW
|
3,540 | $344,867 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMTC
SEMTECH CORP
|
Technology | 0.01% | — |
#31
Prev: #—
|
3.5 |
—
|
4,050 | — |
NEW
|
4,050 | $311,405 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-31 of 31 holdings