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Anther Capital Ltd

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13F filer, CIK 2126503, HONG KONG, Hong Kong

Anther Capital Ltd reported $3,905,249,786 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 94.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002126503-26-000002

Period
2026-06-30
Reported value
$3.91B
Holdings
21
Top 10 weight
94.06%
New
2
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WDCadded+699,180$447M
LRCXadded+741,080$321M
TERadded+414,093$200M
UMCnew+86,100$2.34M
NOKadded+53,990$717K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNDKreduced-768,297-$1.75B
MUreduced-735,044-$848M
INTCreduced-4,748,369-$663M
GLWreduced-1,681,285-$429M
MRVLreduced-1,115,663-$332M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002126503-26-000002, largest first. % of portfolio is the value over $3,905,249,786, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 712,395 shares; 2026Q2: 1,411,575 shares 1,411,575$902M23.09%+699,180Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 513,407 shares; 2026Q2: 1,254,487 shares 1,254,487$544M13.92%+741,080Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,002,986 shares; 2026Q2: 1,321,701 shares 1,321,701$338M8.64%-1,681,285Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 252,993 shares; 2026Q2: 667,086 shares 667,086$323M8.26%+414,093Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,007,452 shares; 2026Q2: 272,408 shares 272,408$314M8.05%-735,044Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 757,925 shares; 2026Q2: 634,447 shares 634,447$303M7.76%-123,478Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 889,568 shares; 2026Q2: 121,271 shares 121,271$276M7.06%-768,297Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 331,233 shares; 2026Q2: 283,416 shares 283,416$273M7%-47,817Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 458,157 shares; 2026Q2: 284,335 shares 284,335$206M5.26%-173,822Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 229,344 shares; 2026Q2: 98,282 shares 98,282$196M5.01%-131,062Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 527,862 shares; 2026Q2: 194,973 shares 194,973$167M4.28%-332,889Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,150,644 shares; 2026Q2: 402,275 shares 402,275$56.2M1.44%-4,748,369Timeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 86,100 shares 86,100$2.34M0.06%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,121,043 shares; 2026Q2: 5,380 shares 5,380$1.6M0.04%-1,115,663Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 62,000 shares; 2026Q2: 115,990 shares 115,990$1.54M0.04%+53,990Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 231,215 shares; 2026Q2: 1,400 shares 1,400$676K0.02%-229,815Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 548,192 shares; 2026Q2: 2,200 shares 2,200$608K0.02%-545,992Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,850 shares 1,850$560K0.01%newTimeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,550 shares; 2026Q2: 4,350 shares 4,350$463K0.01%-4,200Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,050 shares; 2026Q2: 2,050 shares 2,050$332K0.01%-2,000Timeline
DDLDINGDONG CAYMAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 165,400 shares; 2026Q2: 165,400 shares 165,400$319K0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MPWRMONOLITHIC PWR SYS INC233,288$255Mshares
AXTIAXT INC1,307,206$74.5Mshares
KLACKLA CORP47,819$70.4Mshares
GOOGLALPHABET INC155,000$44.6Mshares
CRWVCOREWEAVE INC400,800$31Mshares
AAOIAPPLIED OPTOELECTRONICS INC170,488$14.4Mshares
BKRBAKER HUGHES COMPANY40,490$2.47Mshares
FTAIFTAI AVIATION LTD4,150$1.02Mshares
GOOGALPHABET INC2,300$660Kshares
FORMFORMFACTOR INC5,960$578Kshares
VNETVNET GROUP INC54,000$453Kshares
TTMITTM TECHNOLOGIES INC3,540$345Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002126503-26-000002 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002126503-26-000002 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0002126503-26-000001 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set