Anther Capital Ltd — 13F holdings

Anther Capital Ltd reported 21 holdings worth $3.91B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. WDC WESTERN DIGITAL CORP — $902M (23.1%)
2. LRCX LAM RESEARCH CORP — $544M (13.9%)
3. GLW CORNING INC — $338M (8.6%)
4. TER TERADYNE INC — $323M (8.3%)
5. MU MICRON TECHNOLOGY INC — $314M (8.1%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $303M (7.8%)
7. SNDK SANDISK CORP — $276M (7.1%)
8. STX SEAGATE TECHNOLOGY HLDNGS PL — $273M (7.0%)
9. AMAT APPLIED MATLS INC — $206M (5.3%)
10. ASML ASML Holding N V — $196M (5.0%)