Anther Capital Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Anther Capital Ltd | Institutional Filer | — | $3.83B | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corporation | Technology | 890K | $565.2M | 14.77% |
| 2 | GLW | Corning Incorporated | Technology | 3.0M | $408.3M | 10.67% |
| 3 | LITE | Lumentum Holdings Inc. | Technology | 528K | $371.0M | 9.70% |
| 4 | MU | Micron Technology, Inc. | Technology | 1.0M | $340.4M | 8.90% |
| 5 | ASML | ASML Holding N.V. | Technology | 229K | $302.9M | 7.92% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 758K | $256.1M | 6.69% |
| 7 | MPWR | Monolithic Power Systems, Inc. | Technology | 233K | $255.1M | 6.67% |
| 8 | INTC | Intel Corporation | Technology | 5.2M | $227.3M | 5.94% |
| 9 | WDC | Western Digital Corporation | Technology | 712K | $192.7M | 5.04% |
| 10 | AMAT | Applied Materials, Inc. | Technology | 458K | $156.6M | 4.09% |
| 11 | STX | Seagate Technology Holdings plc | Technology | 331K | $129.8M | 3.39% |
| 12 | MRVL | Marvell Technology, Inc. | Technology | 1.1M | $111.0M | 2.90% |
| 13 | LRCX | Lam Research Corporation | Technology | 513K | $109.7M | 2.87% |
| 14 | TER | Teradyne, Inc. | Technology | 253K | $75.0M | 1.96% |
| 15 | AXTI | AXT, Inc. | Technology | 1.3M | $74.5M | 1.95% |
Showing 1 to 15 of 31 holdings