Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WDCWestern Digital Corp | $901.6M | 23.1% | +98.1% |
| LRCXLam Research Corp | $543.6M | 13.9% | +144.3% |
| GLWCorning Inc | $337.6M | 8.6% | −56.0% |
| TERTeradyne Inc | $322.8M | 8.3% | +163.7% |
| MUMicron Technology Inc | $314.4M | 8.1% | −73.0% |
| TSMTaiwan Semiconductor Manufac | $303.0M | 7.8% | −16.3% |
| SNDKSandisk Corp | $275.7M | 7.1% | −86.4% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $273.5M | 7.0% | −14.4% |
| AMATApplied Matls Inc | $205.6M | 5.3% | −37.9% |
| Asml Hldg NvCUSIP N07059210 | $195.5M | 5.0% | −57.1% |
| LITELumentum Hldgs Inc | $167.3M | 4.3% | −63.1% |
| INTCIntel Corp | $56.2M | 1.4% | −92.2% |
| UMCUnited Microelectronics Corp | $2.3M | 0.1% | New |
| MRVLMarvell Technology Inc | $1.6M | 0.0% | −99.5% |
| NOKNokia Corp | $1.5M | 0.0% | +87.1% |
| ALABAstera Labs Inc | $676K | 0.0% | −99.4% |
| Nebius Group N.v.CUSIP N97284108 | $608K | 0.0% | −99.6% |
| BEBloom Energy Corp | $560K | 0.0% | New |
| USOUnited Sts Oil Fd LP | $463K | 0.0% | −49.1% |
| SMTCSemtech Corp | $332K | 0.0% | −49.4% |
| DDLDingdong Cayman Ltd | $319K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nebius Group N.v.CUSIP N97284108 | March 31, 2026 | +166.2% | $608K |
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2026 | +146.3% | $273.5M |
| WDCWestern Digital Corp | March 31, 2026 | +136.1% | $901.6M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $205.6M |
| SMTCSemtech Corp | March 31, 2026 | +110.5% | $332K |
| LRCXLam Research Corp | March 31, 2026 | +102.8% | $543.6M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $337.6M |
| NOKNokia Corp | March 31, 2026 | +65.2% | $1.5M |
| TERTeradyne Inc | March 31, 2026 | +63.2% | $322.8M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2026 | +50.6% | $195.5M |
Sold off last quarter
- MPWRMonolithic Pwr Sys Inc was $255.1M
- AXTIAxt Inc was $74.5M
- KLACKla Corp was $70.4M
- GOOGLAlphabet Inc was $44.6M
- CRWVCoreweave Inc was $31.0M
- AAOIApplied Optoelectronics Inc was $14.4M
- BKRBaker Hughes Company was $2.5M
- Ftai Aviation LtdCUSIP G3730V105 was $1.0M
- GOOGAlphabet Inc was $660K
- FORMFormfactor Inc was $578K
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Anther Capital Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2126503&type=13F-HR&dateb=&owner=include&count=40CIK 2126503
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2126503/000212650326000002/Filed August 13, 2026 · accession 0002126503-26-000002