Anther Capital as of March 31, 2026
Portfolio Holdings for Anther Capital
Anther Capital holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sandisk Corp (SNDK) | 14.8 | $565M | 890k | 635.34 | |
| Corning Incorporated (GLW) | 10.7 | $408M | 3.0M | 135.97 | |
| Lumentum Hldgs (LITE) | 9.7 | $371M | 528k | 702.76 | |
| Micron Technology (MU) | 8.9 | $340M | 1.0M | 337.84 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 7.9 | $303M | 229k | 1320.83 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.7 | $256M | 758k | 337.95 | |
| Monolithic Power Systems (MPWR) | 6.7 | $255M | 233k | 1093.35 | |
| Intel Corporation (INTC) | 5.9 | $227M | 5.2M | 44.13 | |
| Western Digital (WDC) | 5.0 | $193M | 712k | 270.49 | |
| Applied Materials (AMAT) | 4.1 | $157M | 458k | 341.79 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.4 | $130M | 331k | 391.76 | |
| Marvell Technology (MRVL) | 2.9 | $111M | 1.1M | 99.05 | |
| Lam Research Corp Com New (LRCX) | 2.9 | $110M | 513k | 213.66 | |
| Teradyne (TER) | 2.0 | $75M | 253k | 296.46 | |
| Axt (AXTI) | 1.9 | $75M | 1.3M | 56.98 | |
| Kla Corp Com New (KLAC) | 1.8 | $70M | 48k | 1472.41 | |
| Nebius Group Shs Class A (NBIS) | 1.5 | $57M | 548k | 103.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $45M | 155k | 287.56 | |
| Coreweave Com Cl A (CRWV) | 0.8 | $31M | 401k | 77.47 | |
| Astera Labs (ALAB) | 0.7 | $25M | 231k | 109.60 | |
| Applied Optoelectronics (AAOI) | 0.4 | $14M | 171k | 84.59 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $2.5M | 41k | 61.05 | |
| United Sts Oil Units (USO) | 0.0 | $1.1M | 8.6k | 127.25 | |
| Ftai Aviation SHS (FTAI) | 0.0 | $1.0M | 4.2k | 245.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $660k | 2.3k | 286.86 | |
| FormFactor (FORM) | 0.0 | $578k | 6.0k | 96.99 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $499k | 62k | 8.04 | |
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $453k | 54k | 8.39 | |
| Dingdong Cayman Ads (DDL) | 0.0 | $425k | 165k | 2.57 | |
| TTM Technologies (TTMI) | 0.0 | $345k | 3.5k | 97.42 | |
| Semtech Corporation (SMTC) | 0.0 | $311k | 4.1k | 76.89 |
