Anther Capital Ltd: 13F holdings
CIK 21265032026Q2
| Positions | 21 |
|---|
| Reported value | $3.9bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 21 (-10 vs prior quarter) |
|---|
| Reported value | $3.9bn (+2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WDC WESTERN DIGITAL CORP | 1,411,575 | $901.6m | 23.1% |
| LRCX LAM RESEARCH CORP | 1,254,487 | $543.6m | 13.9% |
| GLW CORNING INC | 1,321,701 | $337.6m | 8.6% |
| TER TERADYNE INC | 667,086 | $322.8m | 8.3% |
| MU MICRON TECHNOLOGY INC | 272,408 | $314.4m | 8.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 634,447 | $303.0m | 7.8% |
| SNDK SANDISK CORP | 121,271 | $275.7m | 7.1% |
| SEAGATE TECHNOLOGY HLDNGS PL | 283,416 | $273.5m | 7.0% |
| AMAT APPLIED MATLS INC | 284,335 | $205.6m | 5.3% |
| ASML HLDG NV | 98,282 | $195.5m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2126503")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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