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The Analysis of Anther Capital Ltd's Holdings & P&L

Currently, Anther Capital Ltd holds 31 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in SNDK (+889.6K shares, valued at $565.2M), GLW (+3.0M shares, valued at $408.3M), LITE (+527.9K shares, valued at $371.0M); initiated new positions in SNDK (+889.6K shares, valued at $565.2M), GLW (+3.0M shares, valued at $408.3M), LITE (+527.9K shares, valued at $371.0M).

1M P&L

+1.5B+23.16%

3M P&L

+4.0B+107.44%

HY P&L

+4.9B+174.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors1.1B

32.2%

2Computer Hardware757.9M

22.1%

3Semiconductor Equipment & Materials680.0M

19.8%

Top Industries by Stock Count

1Semiconductor Equipment & Materials6 stocks

24.0%

2Semiconductors6 stocks

24.0%

3Communication Equipment3 stocks

12.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNDK SANDISK CORP889.6K sharesnew addition2026-03-312026-05-15

GLW CORNING INC3.0M sharesnew addition2026-03-312026-05-15

LITE LUMENTUM HLDGS INC527.9K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.0M sharesnew addition2026-03-312026-05-15

ASML ASML HLDG NV229.3K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC757.9K sharesnew addition2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC233.3K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP5.2M sharesnew addition2026-03-312026-05-15

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WDC WESTERN DIGITAL CORP712.4K sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC458.2K sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL331.2K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.1M sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP513.4K sharesnew addition2026-03-312026-05-15

TER TERADYNE INC253.0K sharesnew addition2026-03-312026-05-15

AXTI AXT INC1.3M sharesnew addition2026-03-312026-05-15

KLAC KLA CORP47.8K sharesnew addition2026-03-312026-05-15

Sponsored

NBIS NEBIUS GROUP N.V.548.2K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC155.0K sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC400.8K sharesnew addition2026-03-312026-05-15

ALAB ASTERA LABS INC231.2K sharesnew addition2026-03-312026-05-15

AAOI APPLIED OPTOELECTRONICS INC170.5K sharesnew addition2026-03-312026-05-15

BKR BAKER HUGHES COMPANY40.5K sharesnew addition2026-03-312026-05-15

USO UNITED STS OIL FD LP8.6K sharesnew addition2026-03-312026-05-15

FTAI AVIATION LTD FTAI AVIATION LTD4.2K sharesnew addition2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC2.3K sharesnew addition2026-03-312026-05-15

FORM FORMFACTOR INC6.0K sharesnew addition2026-03-312026-05-15

NOK NOKIA CORP62.0K sharesnew addition2026-03-312026-05-15

VNET VNET GROUP INC54.0K sharesnew addition2026-03-312026-05-15

DDL DINGDONG CAYMAN LTD165.4K sharesnew addition2026-03-312026-05-15

TTMI TTM TECHNOLOGIES INC3.5K sharesnew addition2026-03-312026-05-15

SMTC SEMTECH CORP4.0K sharesnew addition2026-03-312026-05-15

SNDK

SANDISK CORP

New

Shares889.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

New

Shares527.9K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

New

Shares229.3K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares757.9K

Event2026-03-31

Filed2026-05-15

MPWR

MONOLITHIC PWR SYS INC

New

Shares233.3K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

New

Shares5.2M

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

New

Shares712.4K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

New

Shares458.2K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares331.2K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

New

Shares513.4K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

New

Shares253.0K

Event2026-03-31

Filed2026-05-15

AXTI

AXT INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

New

Shares47.8K

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N.V.

New

Shares548.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares155.0K

Event2026-03-31

Filed2026-05-15

CRWV

COREWEAVE INC

New

Shares400.8K

Event2026-03-31

Filed2026-05-15

ALAB

ASTERA LABS INC

New

Shares231.2K

Event2026-03-31

Filed2026-05-15

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares170.5K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

New

Shares40.5K

Event2026-03-31

Filed2026-05-15

USO

UNITED STS OIL FD LP

New

Shares8.6K

Event2026-03-31

Filed2026-05-15

FTAI AVIATION LTD

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

FORM

FORMFACTOR INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

NOK

NOKIA CORP

New

Shares62.0K

Event2026-03-31

Filed2026-05-15

VNET

VNET GROUP INC

New

Shares54.0K

Event2026-03-31

Filed2026-05-15

DDL

DINGDONG CAYMAN LTD

New

Shares165.4K

Event2026-03-31

Filed2026-05-15

TTMI

TTM TECHNOLOGIES INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available