Filed: 5/15/2026ACC: 0002126503-26-000001
📋 What this filing means
ANTHER CAPITAL LTD filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $3.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$3.83B
Total AUM (reported)
18.40M
Total Shares
Allocation by class
COM$2.82B73.7%
N Y REGISTRY SHS$302.92M7.9%
SPONSORED ADS$256.14M6.7%
COM NEW$180.10M4.7%
ORD SHS$129.76M3.4%
SHS CLASS A$56.88M1.5%
CAP STK CL A$44.57M1.2%
Portfolio Concentration
Top 3$1.34B35.1%
4–10$1.73B45.2%
11–25$747.90M19.5%
Rest$2.61M0.1%
Top 3 weight
35.1%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 18.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other31
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:
SANDISK CORP
OTRShares889.57K
TypeSH
Market value$565.18M
14.77%
Sole
0.00
Shared
0.00
None
889.57K
CORNING INC
OTRShares3M
TypeSH
Market value$408.32M
10.67%
Sole
0.00
Shared
0.00
None
3M
LUMENTUM HLDGS INC
OTRShares527.86K
TypeSH
Market value$370.96M
9.70%
Sole
0.00
Shared
0.00
None
527.86K
MICRON TECHNOLOGY INC
OTRShares1.01M
TypeSH
Market value$340.36M
8.90%
Sole
0.00
Shared
0.00
None
1.01M
ASML HLDG NV
OTRShares229.34K
TypeSH
Market value$302.92M
7.92%
Sole
0.00
Shared
0.00
None
229.34K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares757.92K
TypeSH
Market value$256.14M
6.69%
Sole
0.00
Shared
0.00
None
757.92K
MONOLITHIC PWR SYS INC
OTRShares233.29K
TypeSH
Market value$255.07M
6.67%
Sole
0.00
Shared
0.00
None
233.29K
INTEL CORP
OTRShares5.15M
TypeSH
Market value$227.30M
5.94%
Sole
0.00
Shared
0.00
None
5.15M
WESTERN DIGITAL CORP
OTRShares712.39K
TypeSH
Market value$192.70M
5.04%
Sole
0.00
Shared
0.00
None
712.39K
APPLIED MATLS INC
OTRShares458.16K
TypeSH
Market value$156.59M
4.09%
Sole
0.00
Shared
0.00
None
458.16K
SEAGATE TECHNOLOGY HLDNGS PL
OTRShares331.23K
TypeSH
Market value$129.76M
3.39%
Sole
0.00
Shared
0.00
None
331.23K
MARVELL TECHNOLOGY INC
OTRShares1.12M
TypeSH
Market value$111.04M
2.90%
Sole
0.00
Shared
0.00
None
1.12M
LAM RESEARCH CORP
OTRShares513.41K
TypeSH
Market value$109.69M
2.87%
Sole
0.00
Shared
0.00
None
513.41K
TERADYNE INC
OTRShares252.99K
TypeSH
Market value$75.00M
1.96%
Sole
0.00
Shared
0.00
None
252.99K
AXT INC
OTRShares1.31M
TypeSH
Market value$74.48M
1.95%
Sole
0.00
Shared
0.00
None
1.31M
KLA CORP
OTRShares47.82K
TypeSH
Market value$70.41M
1.84%
Sole
0.00
Shared
0.00
None
47.82K
NEBIUS GROUP N.V.
OTRShares548.19K
TypeSH
Market value$56.88M
1.49%
Sole
0.00
Shared
0.00
None
548.19K
ALPHABET INC
OTRShares155K
TypeSH
Market value$44.57M
1.16%
Sole
0.00
Shared
0.00
None
155K
COREWEAVE INC
OTRShares400.80K
TypeSH
Market value$31.05M
0.81%
Sole
0.00
Shared
0.00
None
400.80K
ASTERA LABS INC
OTRShares231.22K
TypeSH
Market value$25.34M
0.66%
Sole
0.00
Shared
0.00
None
231.22K
APPLIED OPTOELECTRONICS INC
OTRShares170.49K
TypeSH
Market value$14.42M
0.38%
Sole
0.00
Shared
0.00
None
170.49K
BAKER HUGHES COMPANY
OTRShares40.49K
TypeSH
Market value$2.47M
0.06%
Sole
0.00
Shared
0.00
None
40.49K
UNITED STS OIL FD LP
OTRShares8.55K
TypeSH
Market value$1.09M
0.03%
Sole
0.00
Shared
0.00
None
8.55K
FTAI AVIATION LTD
OTRShares4.15K
TypeSH
Market value$1.02M
0.03%
Sole
0.00
Shared
0.00
None
4.15K
ALPHABET INC
OTRShares2.30K
TypeSH
Market value$659.8K
0.02%
Sole
0.00
Shared
0.00
None
2.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPOTR | COM | 889.57K | SH | $565.18M 14.77% | 0.00 | 0.00 | 889.57K |
CORNING INCOTR | COM | 3M | SH | $408.32M 10.67% | 0.00 | 0.00 | 3M |
LUMENTUM HLDGS INCOTR | COM | 527.86K | SH | $370.96M 9.70% | 0.00 | 0.00 | 527.86K |
MICRON TECHNOLOGY INCOTR | COM | 1.01M | SH | $340.36M 8.90% | 0.00 | 0.00 | 1.01M |
ASML HLDG NVOTR | N Y REGISTRY SHS | 229.34K | SH | $302.92M 7.92% | 0.00 | 0.00 | 229.34K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 757.92K | SH | $256.14M 6.69% | 0.00 | 0.00 | 757.92K |
MONOLITHIC PWR SYS INCOTR | COM | 233.29K | SH | $255.07M 6.67% | 0.00 | 0.00 | 233.29K |
INTEL CORPOTR | COM | 5.15M | SH | $227.30M 5.94% | 0.00 | 0.00 | 5.15M |
WESTERN DIGITAL CORPOTR | COM | 712.39K | SH | $192.70M 5.04% | 0.00 | 0.00 | 712.39K |
APPLIED MATLS INCOTR | COM | 458.16K | SH | $156.59M 4.09% | 0.00 | 0.00 | 458.16K |
SEAGATE TECHNOLOGY HLDNGS PLOTR | ORD SHS | 331.23K | SH | $129.76M 3.39% | 0.00 | 0.00 | 331.23K |
MARVELL TECHNOLOGY INCOTR | COM | 1.12M | SH | $111.04M 2.90% | 0.00 | 0.00 | 1.12M |
LAM RESEARCH CORPOTR | COM NEW | 513.41K | SH | $109.69M 2.87% | 0.00 | 0.00 | 513.41K |
TERADYNE INCOTR | COM | 252.99K | SH | $75.00M 1.96% | 0.00 | 0.00 | 252.99K |
AXT INCOTR | COM | 1.31M | SH | $74.48M 1.95% | 0.00 | 0.00 | 1.31M |
KLA CORPOTR | COM NEW | 47.82K | SH | $70.41M 1.84% | 0.00 | 0.00 | 47.82K |
NEBIUS GROUP N.V.OTR | SHS CLASS A | 548.19K | SH | $56.88M 1.49% | 0.00 | 0.00 | 548.19K |
ALPHABET INCOTR | CAP STK CL A | 155K | SH | $44.57M 1.16% | 0.00 | 0.00 | 155K |
COREWEAVE INCOTR | COM CL A | 400.80K | SH | $31.05M 0.81% | 0.00 | 0.00 | 400.80K |
ASTERA LABS INCOTR | COM | 231.22K | SH | $25.34M 0.66% | 0.00 | 0.00 | 231.22K |
APPLIED OPTOELECTRONICS INCOTR | COM | 170.49K | SH | $14.42M 0.38% | 0.00 | 0.00 | 170.49K |
BAKER HUGHES COMPANYOTR | CL A | 40.49K | SH | $2.47M 0.06% | 0.00 | 0.00 | 40.49K |
UNITED STS OIL FD LPOTR | UNITS | 8.55K | SH | $1.09M 0.03% | 0.00 | 0.00 | 8.55K |
FTAI AVIATION LTDOTR | SHS | 4.15K | SH | $1.02M 0.03% | 0.00 | 0.00 | 4.15K |
ALPHABET INCOTR | CAP STK CL C | 2.30K | SH | $659.8K 0.02% | 0.00 | 0.00 | 2.30K |
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