Q2 2026 13F · SEC CIK 2126503
Anther Capital Ltd
Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.9B
- Reported positions
- 21
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Anther Capital Ltd is an asset manager that reported 21 positions worth $3.9B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Western Digital Corp Com (WDC, 23.1%), Lam Research Corp (LRCX, 13.9%), Corning Inc (GLW, 8.6%).
Anther Capital Ltd holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| WDCWestern Digital Corp Com | 23.1% | +98.1% | $901.6M |
| LRCXLam Research Corp | 13.9% | +144.3% | $543.6M |
| GLWCorning Inc | 8.6% | -56.0% | $337.6M |
| TERTeradyne Inc | 8.3% | +163.7% | $322.8M |
| MUMicron Technology Inc | 8.1% | -73.0% | $314.4M |
| TSMTaiwan Semiconductor Manufac | 7.8% | -16.3% | $303.0M |
| SNDKSandisk Corp | 7.1% | -86.4% | $275.7M |
| STXSeagate Technology Hldngs Pl | 7.0% | -14.4% | $273.5M |
| AMATApplied Matls Inc | 5.3% | -37.9% | $205.6M |
| ASMLAsml Hldg NV | 5.0% | -57.1% | $195.5M |
| LITELumentum Hldgs Inc | 4.3% | -63.1% | $167.3M |
| INTCIntel Corp | 1.4% | -92.2% | $56.2M |
| UMCUnited Microelectronics Corp | 0.1% | — | $2.3M |
| MRVLMarvell Technology Inc | 0.0% | -99.5% | $1.6M |
| NOKNokia Corp | 0.0% | +87.1% | $1.5M |
| ALABAstera Labs Inc | 0.0% | -99.4% | $676K |
| NBISNebius Group N.v. | 0.0% | -99.6% | $608K |
| BEBloom Energy Corp | 0.0% | — | $560K |
| USOUnited Sts Oil Fd LP | 0.0% | -49.1% | $463K |
| SMTCSemtech Corp | 0.0% | -49.4% | $332K |
| DDLDingdong Cayman Ltd | 0.0% | +0.0% | $319K |
What Anther Capital Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- UMC United Microelectronics Corp0.1% of 13F
- BE Bloom Energy Corp0.0% of 13F
Added to
- TER Teradyne Inc+163.7% shares
- LRCX Lam Research Corp+144.3% shares
- WDC Western Digital Corp Com+98.1% shares
- NOK Nokia Corp+87.1% shares
Reduced
- NBIS Nebius Group N.v.-99.6% shares
- MRVL Marvell Technology Inc-99.5% shares
- ALAB Astera Labs Inc-99.4% shares
- INTC Intel Corp-92.2% shares
- SNDK Sandisk Corp-86.4% shares
- MU Micron Technology Inc-73.0% shares
- LITE Lumentum Hldgs Inc-63.1% shares
- ASML Asml Hldg NV-57.1% shares
Sold out
- MPWR Monolithic Pwr Sys Incwas 6.7%
- AXTI Axt Incwas 1.9%
- KLAC Kla Corpwas 1.8%
- GOOGL Alphabet Incwas 1.2%
- CRWV Coreweave Incwas 0.8%
- AAOI Applied Optoelectronics Incwas 0.4%
- BKR Baker Hughes Company Cl Awas 0.1%
- FTAI Ftai Aviation Ltdwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $3.9B | 21 |
| Q1 2026 | $3.8B | 31 |
Questions about Anther Capital Ltd's portfolio
What stocks does Anther Capital Ltd own?
Anther Capital Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 21 positions worth $3.9B. The largest are Western Digital Corp Com (WDC) at 23.1%, Lam Research Corp (LRCX) at 13.9%, Corning Inc (GLW) at 8.6%, Teradyne Inc (TER) at 8.3% and Micron Technology Inc (MU) at 8.1%.
What did Anther Capital Ltd buy last quarter?
In Q2 2026, Anther Capital Ltd added a new position in United Microelectronics Corp (UMC), a new position in Bloom Energy Corp (BE), Teradyne Inc (TER) (+163.7% shares), Lam Research Corp (LRCX) (+144.3% shares) and Western Digital Corp Com (WDC) (+98.1% shares), compared with its Q1 2026 filing.
What did Anther Capital Ltd sell last quarter?
In Q2 2026, Anther Capital Ltd sold all of Monolithic Pwr Sys Inc (MPWR), sold all of Axt Inc (AXTI), sold all of Kla Corp (KLAC), sold all of Alphabet Inc (GOOGL), sold all of Coreweave Inc (CRWV), Nebius Group N.v. (NBIS) (-99.6% shares), Marvell Technology Inc (MRVL) (-99.5% shares) and Astera Labs Inc (ALAB) (-99.4% shares), compared with its Q1 2026 filing.
When is Anther Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Anther Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.