Anther Capital as of June 30, 2026
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 | 1.4M | 638.72 | |
| Lam Research Corp Com New (LRCX) | 13.9 | $544M | 1.3M | 433.33 | |
| Corning Incorporated (GLW) | 8.6 | $338M | 1.3M | 255.43 | |
| Teradyne (TER) | 8.3 | $323M | 667k | 483.84 | |
| Micron Technology (MU) | 8.1 | $314M | 272k | 1154.29 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.8 | $303M | 634k | 477.57 | |
| Sandisk Corp (SNDK) | 7.1 | $276M | 121k | 2273.73 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.0 | $274M | 283k | 965.00 | |
| Applied Materials (AMAT) | 5.3 | $206M | 284k | 723.00 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 5.0 | $196M | 98k | 1989.44 | |
| Lumentum Hldgs (LITE) | 4.3 | $167M | 195k | 858.06 | |
| Intel Corporation (INTC) | 1.4 | $56M | 402k | 139.63 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $2.3M | 86k | 27.21 | |
| Marvell Technology (MRVL) | 0.0 | $1.6M | 5.4k | 297.89 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.5M | 116k | 13.28 | |
| Astera Labs (ALAB) | 0.0 | $676k | 1.4k | 483.02 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $608k | 2.2k | 276.17 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $560k | 1.9k | 302.70 | |
| United Sts Oil Units (USO) | 0.0 | $463k | 4.4k | 106.44 | |
| Semtech Corporation (SMTC) | 0.0 | $332k | 2.1k | 161.85 | |
| Dingdong Cayman Ads (DDL) | 0.0 | $319k | 165k | 1.93 |
