Asset Manager
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Anther Capital Ltd
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
Q1 2026 · Filed 2026-05-15
Market Value
$3.8B
Holdings
30
New Purchases
30
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
80.4%
Turnover
100.0%
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 10 | $2.1B | 54.2% |
| Large Cap | 17 | $1.7B | 43.8% |
| Mid Cap | 2 | $75M | 2.0% |
| Small Cap | 1 | $425K | 0.0% |
Portfolio Analytics
Avg Market Cap
$528.1B
Median Market Cap
$80.8B
Avg P/E
68.7
Median P/E
56.9
Avg Dividend Yield
0.00%
Avg Beta
1.98
# Stocks
29
# ETFs / Funds
1
Top Holdings (30 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | 14.78% | 889,568 | $565M | $635.34 | — | — | — | |
| 2 | GLW | 10.67% | 3,002,986 | $408M | $135.97 | — | — | — | |
| 3 | LITE | 9.70% | 527,862 | $371M | $702.76 | — | — | — | |
| 4 | MU | 8.90% | 1,007,452 | $340M | $337.84 | — | — | — | |
| 5 | ASML | 7.92% | 229,344 | $303M | $1,320.83 | — | — | — | |
| 6 | TSM | 6.70% | 757,925 | $256M | $337.95 | — | — | — | |
| 7 | MPWR | 6.67% | 233,288 | $255M | $1,093.35 | — | — | — | |
| 8 | INTC | 5.94% | 5,150,644 | $227M | $44.13 | — | — | — | |
| 9 | WDC | 5.04% | 712,395 | $193M | $270.49 | — | — | — | |
| 10 | AMAT | 4.09% | 458,157 | $157M | $341.79 | — | — | — | |
| 11 | STX | 3.39% | 331,233 | $130M | $391.76 | — | — | — | |
| 12 | MRVL | 2.90% | 1,121,043 | $111M | $99.05 | — | — | — | |
| 13 | LRCX | 2.87% | 513,407 | $110M | $213.66 | — | — | — | |
| 14 | TER | 1.96% | 252,993 | $75M | $296.46 | — | — | — | |
| 15 | AXTI | 1.95% | 1,307,206 | $74M | $56.98 | — | — | — | |
| 16 | KLAC | 1.84% | 47,819 | $70M | $1,472.41 | — | — | — | |
| 17 | YNDX | 1.49% | 548,192 | $57M | $103.76 | — | — | — | |
| 18 | GOOGL | 1.17% | 155,000 | $45M | $287.56 | — | — | — | |
| 19 | CRWV | 0.81% | 400,800 | $31M | $77.47 | — | — | — | |
| 20 | ALAB | 0.66% | 231,215 | $25M | $109.60 | — | — | — | |
| 21 | AAOI | 0.38% | 170,488 | $14M | $84.59 | — | — | — | |
| 22 | BKR | 0.06% | 40,490 | $2M | $61.05 | — | — | — | |
| 23 | USO | 0.03% | 8,550 | $1M | $127.25 | — | — | — | |
| 24 | GOOG | 0.02% | 2,300 | $660K | $286.86 | — | — | — | |
| 25 | FORM | 0.02% | 5,960 | $578K | $96.99 | — | — | — | |
| 26 | NOK | 0.01% | 62,000 | $498K | $8.04 | — | — | — | |
| 27 | VNET | 0.01% | 54,000 | $453K | $8.39 | — | — | — | |
| 28 | DDL | 0.01% | 165,400 | $425K | $2.57 | — | — | — | |
| 29 | TTMI | 0.01% | 3,540 | $345K | $97.42 | — | — | — | |
| 30 | SMTC | 0.01% | 4,050 | $311K | $76.89 | — | — | — |