Portfolio (Quarterly)
Guide ↗
Anther Capital Ltd
· CIK 0002126503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | Technology | 1,411,575.0 | $901.6M | 23.09% | +699K | +98.1% | $638.72 | -29.4% |
| 2 | LRCX | LAM RESEARCH CORP | Technology | 1,254,487.0 | $543.6M | 13.92% | +741K | +144.3% | $433.33 | -27.4% |
| 3 | GLW | CORNING INC | Technology | 1,321,701.0 | $337.6M | 8.64% | -1.7M | -56.0% | $255.43 | -42.4% |
| 4 | TER | TERADYNE INC | Technology | 667,086.0 | $322.8M | 8.27% | +414K | +163.7% | $483.84 | -24.3% |
| 5 | MU | MICRON TECHNOLOGY INC | Technology | 272,408.0 | $314.4M | 8.05% | -735K | -73.0% | $1154.29 | -19.2% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 634,447.0 | $303.0M | 7.76% | -123K | -16.3% | $477.57 | -12.6% |
| 7 | SNDK | SANDISK CORP | Technology | 121,271.0 | $275.7M | 7.06% | -768K | -86.4% | $2273.73 | -34.9% |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 283,416.0 | $273.5M | 7.00% | -48K | -14.4% | $965.00 | -14.9% |
| 9 | AMAT | APPLIED MATLS INC | Technology | 284,335.0 | $205.6M | 5.26% | -174K | -37.9% | $723.00 | -33.6% |
| 10 | ASML | ASML HLDG NV | Technology | 98,282.0 | $195.5M | 5.01% | -131K | -57.1% | $1989.44 | -12.3% |
| 11 | LITE | LUMENTUM HLDGS INC | Technology | 194,973.0 | $167.3M | 4.28% | -333K | -63.1% | $858.06 | +3.2% |
| 12 | INTC | INTEL CORP | Technology | 402,275.0 | $56.2M | 1.44% | -4.7M | -92.2% | $139.63 | -37.3% |
| 13 | UMC | UNITED MICROELECTRONICS CORP | Technology | 86,100.0 | $2.3M | 0.06% | NEW | — | $27.21 | -28.0% |
| 14 | MRVL | MARVELL TECHNOLOGY INC | Technology | 5,380.0 | $1.6M | 0.04% | -1.1M | -99.5% | $297.89 | -19.3% |
| 15 | NOK | NOKIA CORP | Technology | 115,990.0 | $1.5M | 0.04% | +54K | +87.1% | $13.28 | -22.1% |
| 16 | ALAB | ASTERA LABS INC | Technology | 1,400.0 | $676K | 0.02% | -230K | -99.4% | $483.02 | -41.5% |
| 17 | — | NEBIUS GROUP N.V. | — | 2,200.0 | $608K | 0.02% | -546K | -99.6% | $276.17 | — |
| 18 | BE | BLOOM ENERGY CORP | Industrials | 1,850.0 | $560K | 0.01% | NEW | — | $302.70 | -28.2% |
| 19 | USO | UNITED STS OIL FD LP | Financial Services | 4,350.0 | $463K | 0.01% | -4K | -49.1% | $106.44 | +18.5% |
| 20 | SMTC | SEMTECH CORP | Technology | 2,050.0 | $332K | 0.01% | -2K | -49.4% | $161.85 | -21.2% |
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
100.0%
Industrials
0.0%
Consumer Defensive
0.0%
Financial Services
0.0%