SEC 13F Intelligence

Managers / Q1 2026

Anther Capital LtdNEW FILER

CIK 0002126503 · 26/F, 8 QUEEN'S ROAD CENTRAL, CENTRAL, HONG KONG, 00000 · 0085228155887

Reported Value
$3.8B
Q1 2026
Positions
31
Filings on Record
1
2019–present window
Filed
May 15, 2026
original filing

Summary

Anther Capital Ltd reported $3.8B in U.S.-listed holdings across 31 positions for Q1 2026.

Its largest position, SNDK, represents 14.8% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+80.4%
share of reported value
Largest Position
+14.8%
Sandisk

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $3.8BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 80.4%Other: 12.8%ADR: 6.7%ETP: 0.0%
  • Common Stock · 80.4% · $3.1B
  • Other · 12.8% · $491M
  • ADR · 6.7% · $258M
  • ETP · 0.0% · $1M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
SNDKSANDISK CORPNEW+889.6K889.6K+$565M$565M
GLWCORNING INCNEW+3.00M3.00M+$408M$408M
LITELUMENTUM HLDGS INCNEW+527.9K527.9K+$371M$371M
MUMICRON TECHNOLOGY INCNEW+1.01M1.01M+$340M$340M
ASML HLDG NVNEW+229.3K229.3K+$303M$303M
TSMTAIWAN SEMICONDUCTOR MANUFACNEW+757.9K757.9K+$256M$256M
MPWRMONOLITHIC PWR SYS INCNEW+233.3K233.3K+$255M$255M
INTCINTEL CORPNEW+5.15M5.15M+$227M$227M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

30 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1SNDKSANDISK CORPhistory →COM14.77%$565M889.6K
2GLWCORNING INChistory →COM10.67%$408M3.00M
3LITELUMENTUM HLDGS INChistory →COM9.70%$371M527.9K
4MUMICRON TECHNOLOGY INChistory →COM8.90%$340M1.01M
5ASML HLDG NVN Y REGISTRY SHS7.92%$303M229.3K
6TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS6.69%$256M757.9K
7MPWRMONOLITHIC PWR SYS INChistory →COM6.67%$255M233.3K
8INTCINTEL CORPhistory →COM5.94%$227M5.15M
9WDCWESTERN DIGITAL CORPhistory →COM5.04%$193M712.4K
10AMATAPPLIED MATLS INChistory →COM4.09%$157M458.2K
11SEAGATE TECHNOLOGY HLDNGS PLORD SHS3.39%$130M331.2K
12MRVLMARVELL TECHNOLOGY INChistory →COM2.90%$111M1.12M
13LRCXLAM RESEARCH CORPhistory →COM NEW2.87%$110M513.4K
14TERTERADYNE INChistory →COM1.96%$75M253.0K
15AXTIAXT INChistory →COM1.95%$74M1.31M
16KLACKLA CORPhistory →COM NEW1.84%$70M47.8K
17NEBIUS GROUP N.V.SHS CLASS A1.49%$57M548.2K
18GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.18%$45M157.3K
19CRWVCOREWEAVE INChistory →COM CL A0.81%$31M400.8K
20ALABASTERA LABS INChistory →COM0.66%$25M231.2K
21AAOIAPPLIED OPTOELECTRONICS INChistory →COM0.38%$14M170.5K
22BKRBAKER HUGHES COMPANYCL A0.06%$2M40.5K
23USOUNITED STS OIL FD LPUNITS0.03%$1M8.6K
24FTAI AVIATION LTDSHS0.03%$1M4.2K
25FMFFORMFACTOR INCCOM0.02%$578,0606.0K
26NOKNOKIA CORPSPONSORED ADR0.01%$498,48062.0K
27VNETVNET GROUP INCSPONSORED ADS A0.01%$453,06054.0K
28DDLDINGDONG CAYMAN LTDADS0.01%$425,078165.4K
29TTMITTM TECHNOLOGIES INCCOM0.01%$344,8673.5K
30SMTCSEMTECH CORPCOM0.01%$311,4054.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.8B31May 15, 202613F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Tairen Capital Ltd028-17275

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.