Anther Capital
Latest statistics and disclosures from Anther Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WDC, LRCX, GLW, TER, MU, and represent 61.97% of Anther Capital's stock portfolio.
- Added to shares of these 6 stocks: WDC (+$447M), LRCX (+$321M), TER (+$200M), UMC, NOK, BE.
- Started 2 new stock positions in BE, UMC.
- Reduced shares in these 10 stocks: SNDK (-$1.7B), MU (-$849M), INTC (-$663M), GLW (-$430M), MRVL (-$332M), LITE (-$286M), ASML (-$261M), MPWR (-$255M), NBIS (-$151M), AMAT (-$126M).
- Sold out of its positions in AXTI, GOOG, GOOGL, AAOI, BKR, CRWV, FORM, KLAC, MPWR, TTMI. VNET, FTAI.
- Anther Capital was a net seller of stock by $-4.6B.
- Anther Capital has $3.9B in assets under management (AUM), dropping by 2.07%.
- Central Index Key (CIK): 0002126503
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Portfolio Holdings for Anther Capital
Anther Capital holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Western Digital (WDC) | 23.1 | $902M | +98% | 1.4M | 638.72 |
|
| Lam Research Corp Com New (LRCX) | 13.9 | $544M | +144% | 1.3M | 433.33 |
|
| Corning Incorporated (GLW) | 8.6 | $338M | -55% | 1.3M | 255.43 |
|
| Teradyne (TER) | 8.3 | $323M | +163% | 667k | 483.84 |
|
| Micron Technology (MU) | 8.1 | $314M | -72% | 272k | 1154.29 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.8 | $303M | -16% | 634k | 477.57 |
|
| Sandisk Corp (SNDK) | 7.1 | $276M | -86% | 121k | 2273.73 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.0 | $274M | -14% | 283k | 965.00 |
|
| Applied Materials (AMAT) | 5.3 | $206M | -37% | 284k | 723.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 5.0 | $196M | -57% | 98k | 1989.44 |
|
| Lumentum Hldgs (LITE) | 4.3 | $167M | -63% | 195k | 858.06 |
|
| Intel Corporation (INTC) | 1.4 | $56M | -92% | 402k | 139.63 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $2.3M | NEW | 86k | 27.21 |
|
| Marvell Technology (MRVL) | 0.0 | $1.6M | -99% | 5.4k | 297.89 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.5M | +87% | 116k | 13.28 |
|
| Astera Labs (ALAB) | 0.0 | $676k | -99% | 1.4k | 483.02 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $608k | -99% | 2.2k | 276.17 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $560k | NEW | 1.9k | 302.70 |
|
| United Sts Oil Units (USO) | 0.0 | $463k | -49% | 4.4k | 106.44 |
|
| Semtech Corporation (SMTC) | 0.0 | $332k | -49% | 2.1k | 161.85 |
|
| Dingdong Cayman Ads (DDL) | 0.0 | $319k | 165k | 1.93 |
|
Past Filings by Anther Capital
SEC 13F filings are viewable for Anther Capital going back to 2026
- Anther Capital 2026 Q2 filed Aug. 13, 2026
- Anther Capital 2026 Q1 filed May 15, 2026