Anther Capital Ltd

HONG KONG, K3 · CIK 2126503 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHong Kong

$3.9bn reported value +2.1% vs Q1 2026

21positions

94.1%in top 10

2 new 4 added 14 reduced 12 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Tairen Capital Ltd – files its own report too; $499.5m of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WESTERN DIGITAL CORP COM WDC	WDC	1,411,575	$901.6m23.09%	23.09%	Added +699.2k	+699,180 98.1%
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,254,487	$543.6m13.92%	13.92%	Added +741.1k	+741,080 144.3%
3	CORNING INC COM GLW	GLW	1,321,701	$337.6m8.64%	8.64%	Reduced -1.7m	-1,681,285 -56.0%
4	TERADYNE INC COM TER	TER	667,086	$322.8m8.26%	8.26%	Added +414.1k	+414,093 163.7%
5	MICRON TECHNOLOGY INC COM MU	MU	272,408	$314.4m8.05%	8.05%	Reduced -735.0k	-735,044 -73.0%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	634,447	$303.0m7.76%	7.76%	Reduced -123.5k	-123,478 -16.3%
7	SANDISK CORP COM SNDK	SNDK	121,271	$275.7m7.06%	7.06%	Reduced -768.3k	-768,297 -86.4%
8	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	283,416	$273.5m7.00%	7.00%	Reduced -47.8k	-47,817 -14.4%
9	APPLIED MATLS INC COM AMAT	AMAT	284,335	$205.6m5.26%	5.26%	Reduced -173.8k	-173,822 -37.9%
10	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	98,282	$195.5m5.01%	5.01%	Reduced -131.1k	-131,062 -57.1%
11	LUMENTUM HLDGS INC COM LITE	LITE	194,973	$167.3m4.28%	4.28%	Reduced -332.9k	-332,889 -63.1%
12	INTEL CORP COM INTC	INTC	402,275	$56.2m1.44%	1.44%	Reduced -4.7m	-4,748,369 -92.2%
13	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	86,100	$2.3m0.06%	0.06%	New
14	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,380	$1.6m0.04%	0.04%	Reduced -1.1m	-1,115,663 -99.5%
15	NOKIA CORP SPONSORED ADR NOK	NOK	115,990	$1.5m0.04%	0.04%	Added +54.0k	+53,990 87.1%
16	ASTERA LABS INC COM ALAB	ALAB	1,400	$676.2k0.02%	0.02%	Reduced -229.8k	-229,815 -99.4%
17	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	2,200	$607.6k0.02%	0.02%	Reduced -546.0k	-545,992 -99.6%
18	BLOOM ENERGY CORP COM CL A BE	BE	1,850	$560.0k0.01%	0.01%	New
19	UNITED STS OIL FD LP UNITS USO	USO	4,350	$463.0k0.01%	0.01%	Reduced -4.2k	-4,200 -49.1%
20	SEMTECH CORP COM SMTC	SMTC	2,050	$331.8k0.01%	0.01%	Reduced -2.0k	-2,000 -49.4%
21	DINGDONG CAYMAN LTD ADS DDL	DDL	165,400	$319.2k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MONOLITHIC PWR SYS INC MPWR	MPWR	233,288	$255.1m233.3k shares
AXT INC AXTI	AXTI	1,307,206	$74.5m1.3m shares
KLA CORP KLAC	KLAC	478,190	$70.4m478.2k shares
ALPHABET INC GOOGL	GOOGL	155,000	$44.6m155.0k shares
COREWEAVE INC CRWV	CRWV	400,800	$31.0m400.8k shares
APPLIED OPTOELECTRONICS INC AAOI	AAOI	170,488	$14.4m170.5k shares
BAKER HUGHES COMPANY BKR	BKR	40,490	$2.5m40.5k shares
FTAI AVIATION LTD FTAI	FTAI	4,150	$1.0m4.2k shares
ALPHABET INC GOOG	GOOG	2,300	$659.8k2.3k shares
FORMFACTOR INC FORM	FORM	5,960	$578.1k6.0k shares
VNET GROUP INC VNET	VNET	54,000	$453.1k54.0k shares
TTM TECHNOLOGIES INC TTMI	TTMI	3,540	$344.9k3.5k shares