Portfolio (Quarterly)
Guide ↗
Anther Capital Ltd
· CIK 0002126503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | SANDISK CORP | — | 889,568.0 | $565.2M | 14.77% | NEW | — | $635.34 | — |
| 2 | GLW | CORNING INC | Technology | 3,002,986.0 | $408.3M | 10.67% | NEW | — | $135.97 | +41.1% |
| 3 | LITE | LUMENTUM HLDGS INC | Technology | 527,862.0 | $371.0M | 9.70% | NEW | — | $702.76 | +37.2% |
| 4 | MU | MICRON TECHNOLOGY INC | Technology | 1,007,452.0 | $340.4M | 8.90% | NEW | — | $337.84 | +125.6% |
| 5 | ASML | ASML HLDG NV | Technology | 229,344.0 | $302.9M | 7.92% | NEW | — | $1320.83 | +20.5% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 757,925.0 | $256.1M | 6.70% | NEW | — | $337.95 | +18.8% |
| 7 | MPWR | MONOLITHIC PWR SYS INC | Technology | 233,288.0 | $255.1M | 6.67% | NEW | — | $1093.35 | +42.8% |
| 8 | INTC | INTEL CORP | Technology | 5,150,644.0 | $227.3M | 5.94% | NEW | — | $44.13 | +168.5% |
| 9 | WDC | WESTERN DIGITAL CORP | Technology | 712,395.0 | $192.7M | 5.04% | NEW | — | $270.49 | +69.9% |
| 10 | AMAT | APPLIED MATLS INC | Technology | 458,157.0 | $156.6M | 4.09% | NEW | — | $341.79 | +25.0% |
| 11 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 331,233.0 | $129.8M | 3.39% | NEW | — | $391.76 | +91.7% |
| 12 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,121,043.0 | $111.0M | 2.90% | NEW | — | $99.05 | +92.5% |
| 13 | LRCX | LAM RESEARCH CORP | Technology | 513,407.0 | $109.7M | 2.87% | NEW | — | $213.66 | +41.5% |
| 14 | TER | TERADYNE INC | Technology | 252,993.0 | $75.0M | 1.96% | NEW | — | $296.46 | +16.2% |
| 15 | AXTI | AXT INC | Technology | 1,307,206.0 | $74.5M | 1.95% | NEW | — | $56.98 | +112.4% |
| 16 | KLAC | KLA CORP | Technology | 47,819.0 | $70.4M | 1.84% | NEW | — | $1472.41 | +25.1% |
| 17 | — | NEBIUS GROUP N.V. | — | 548,192.0 | $56.9M | 1.49% | NEW | — | $103.76 | — |
| 18 | GOOGL | ALPHABET INC | Communication Services | 155,000.0 | $44.6M | 1.17% | NEW | — | $287.56 | +34.8% |
| 19 | CRWV | COREWEAVE INC | Technology | 400,800.0 | $31.0M | 0.81% | NEW | — | $77.47 | +38.9% |
| 20 | ALAB | ASTERA LABS INC | Technology | 231,215.0 | $25.3M | 0.66% | NEW | — | $109.60 | +171.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
98.5%
Communication Services
1.4%
Energy
0.1%
Consumer Defensive
0.0%
Financial Services
0.0%