Portfolio (Quarterly)
Guide ↗
Anther Capital Ltd
· CIK 0002126503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MPWR | MONOLITHIC PWR SYS INC | Technology | 233,288 | $255.1M | 6.67% | SOLD |
| 2 | AXTI | AXT INC | Technology | 1,307,206 | $74.5M | 1.95% | SOLD |
| 3 | KLAC | KLA CORP | Technology | 47,819 | $70.4M | 1.84% | SOLD |
| 4 | GOOGL | ALPHABET INC | Communication Services | 155,000 | $44.6M | 1.17% | SOLD |
| 5 | CRWV | COREWEAVE INC | Technology | 400,800 | $31.0M | 0.81% | SOLD |
| 6 | AAOI | APPLIED OPTOELECTRONICS INC | Technology | 170,488 | $14.4M | 0.38% | SOLD |
| 7 | BKR | BAKER HUGHES COMPANY | Energy | 40,490 | $2.5M | 0.07% | SOLD |
| 8 | — | FTAI AVIATION LTD | — | 4,150 | $1.0M | 0.03% | SOLD |
| 9 | GOOG | ALPHABET INC | — | 2,300 | $660K | 0.02% | SOLD |
| 10 | FORM | FORMFACTOR INC | Technology | 5,960 | $578K | 0.01% | SOLD |
| 11 | VNET | VNET GROUP INC | Technology | 54,000 | $453K | 0.01% | SOLD |
| 12 | TTMI | TTM TECHNOLOGIES INC | Technology | 3,540 | $345K | 0.01% | SOLD |
Sector Allocation
Technology
100.0%
Industrials
0.0%
Consumer Defensive
0.0%
Financial Services
0.0%