Anther Capital Ltd
CIK 2126503
13F filing for Q2 2026・No. 1,079
- Holdings
- US$3.91B
- Quarter change
- +US$79.21M
- Entries
- 21
- Net bought (estimate)
- −US$1.43B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 12
- Cut 11
- Added 7
- Corporate actions 0
- Unchanged 1
Largest holdings
21 stocks worth US$3.91B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WDCWESTERN DIGITAL CORPCOM | Added | 1,411,575 | US$901.6M | 23.09% |
| LRCXLAM RESEARCH CORPCOM NEW | Added | 1,254,487 | US$543.61M | 13.92% |
| GLWCORNING INCCOM | CutSplit 1:2 | 1,321,701 | US$337.6M | 8.64% |
| TERTERADYNE INCCOM | Added | 667,086 | US$322.76M | 8.26% |
| MUMicronCOM | AddedSplit 1:4 | 272,408 | US$314.44M | 8.05% |
| TSMTSMC ADRSPONSORED ADS | Cut | 634,447 | US$302.99M | 7.76% |
| SNDKSANDISK CORPCOM | CutSplit 1:7 | 121,271 | US$275.74M | 7.06% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 283,416 | US$273.5M | 7.00% |
| AMATAPPLIED MATLS INCCOM | AddedSplit 1:2 | 284,335 | US$205.57M | 5.26% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 98,282 | US$195.53M | 5.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.