AC

Anther Capital Ltd

Sector-focusedLong-term holderQuality / disciplined sizing

Total reported value

$3.8B

Reporting period: 2026-03-31 · Number of holdings: 31

Anther Capital Ltd disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.8B and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration
31.14
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
62
Sizing Uniformity
87.91

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SNDKSandisk CORPStock-Tech14.77%———
2GLWCorning INCStock-Tech10.67%———
3LITELumentum Holdings INCStock-Tech9.70%———
4MUMicron Technology INCStock-Tech8.90%———
5ASMLASML Holding N.V.Stock-Tech7.92%———
6TSMTaiwan Semiconductor-sp AdrStock-Tech6.69%———
7MPWRMonolithic Power Systems INCStock-Tech6.67%———
8INTCIntel CORPStock-Tech5.94%———
9WDCWestern Digital CORPStock-Tech5.04%———
10AMATApplied Materials INCStock-Tech4.09%———
11STXSeagate Technology Holdings plcStock-Tech3.39%———
12MRVLMarvell Technology INCStock-Tech2.90%———
13LRCXLam Research CORPStock-Tech2.87%———
14TERTeradyne INCStock-Tech1.96%———
15AXTIAxt INCStock-Other1.95%———
16KLACKla CORPStock-Tech1.84%———
17✓ Nebius Group NVStock-Other1.49%———
18GOOGLAlphabet Inc-cl AStock-Comm Services1.16%———
19CRWVCoreweave Inc-cl AStock-Tech0.81%———
20ALABAstera Labs INCStock-Tech0.66%———
21AAOIApplied Optoelectronics INCStock-Tech0.38%———
22BKRBaker Hughes CoStock-Energy0.06%———
23USOUnited States Oil Fund LPETF-Other0.03%———
24FTAIFTAI Aviation Ltd.Stock-Industrials0.03%———
25GOOGAlphabet Inc-cl CStock-Comm Services0.02%———
26FORMFormfactor INCStock-Tech0.02%———
27NOKNokia Corp-spon AdrStock-Tech0.01%———
28VNETVnet Group Inc-adrStock-Other0.01%———
29DDLDingdong Cayman LTD -spn AdrStock-Other0.01%———
30TTMITtm TechnologiesStock-Tech0.01%———
31SMTCSemtech CORPStock-Tech0.01%———

Holding changes this quarter

Position changes disclosed by Anther Capital Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Anther Capital Ltd and what type of investor is it?
Anther Capital Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.8B, spread across 31 disclosed positions.
What are Anther Capital Ltd's largest equity positions?
Based on the latest 13F filing, Anther Capital Ltd's top holdings by market value are: 1. Sandisk CORP (SNDK) — $565.2M (14.8%) 2. Corning INC (GLW) — $408.3M (10.7%) 3. Lumentum Holdings INC (LITE) — $371.0M (9.7%) 4. Micron Technology INC (MU) — $340.4M (8.9%) 5. ASML Holding N.V. (ASML) — $302.9M (7.9%)
What changes did Anther Capital Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Anther Capital Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Anther Capital Ltd focus on?
Anther Capital Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 98.7% • Communication Services: 1.2% • Energy: 0.1% • Industrials: 0.0%

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