Anther Capital Ltd

$3.8B reported 13(f) long value · latest quarter 2026-03-31 · CIK 0002126503 · EDGAR ↗
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$3.8B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
31
positionsALL retained default holdings for this (filer, period), including NULL-value ones
0
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
0
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

No quarter-over-quarter rows land in 2026-03-31 — either the first period on record for this filer, or nothing keyable on either side.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
99.9%above median 80.0%
Concentration index
778 bpsabove median 446 bps
Positions with value
31 / 31median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 99.9%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 778integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 0

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open Anther Capital Ltd's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

1–30 of 30 issuers · $3.8B disclosed value over 31 rows · 0 undisclosed-value rows
Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.
Positions Anther Capital Ltd reported for the quarter ended 2026-03-31, as that filer reported them
KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingWeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesPosition changeShare change is available in the separate comparison view; it is not joined into this position list.WtCongressThe congressional transaction join is unavailable in this build.
SNDKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SANDISK CORP SANDISK CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$565M889,56814.8%
GLWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CORNING INC CORNING INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$408M3,002,98610.7%
LITEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LUMENTUM HLDGS INC LUMENTUM HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$371M527,8629.7%
MUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$340M1,007,4528.9%
ASMLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ASML HLDG NV ASML HLDG NV · N Y REGISTRY SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$303M229,3447.9%
TSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$256M757,9256.7%
MPWRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MONOLITHIC PWR SYS INC MONOLITHIC PWR SYS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$255M233,2886.7%
INTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)INTEL CORP INTEL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$227M5,150,6445.9%
WDCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WESTERN DIGITAL CORP WESTERN DIGITAL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$193M712,3955.0%
AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLIED MATLS INC APPLIED MATLS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$157M458,1574.1%
STXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$130M331,2333.4%
MRVLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$111M1,121,0432.9%
LRCXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LAM RESEARCH CORP LAM RESEARCH CORP · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$110M513,4072.9%
TERverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TERADYNE INC TERADYNE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$75.0M252,9932.0%
AXTIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AXT INC AXT INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$74.5M1,307,2061.9%
KLACverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)KLA CORP KLA CORP · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$70.4M47,8191.8%
NBISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NEBIUS GROUP N.V. NEBIUS GROUP N.V. · SHS CLASS A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$56.9M548,1921.5%
GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALPHABET INC
2 positions · 2 reported rows
Rows Anther Capital Ltd reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — $44.6M155,000
ALPHABET INC · CAP STK CL C CUSIP — $660K2,300
$45.2M157,3001.2%
CRWVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COREWEAVE INC COREWEAVE INC · COM CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$31.0M400,8000.8%
ALABverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ASTERA LABS INC ASTERA LABS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$25.3M231,2150.7%
AAOIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLIED OPTOELECTRONICS INC APPLIED OPTOELECTRONICS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$14.4M170,4880.4%
BKRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BAKER HUGHES COMPANY BAKER HUGHES COMPANY · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$2.5M40,4900.1%
USOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)UNITED STS OIL FD LP UNITED STS OIL FD LP · UNITS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$1.1M8,5500.0%
FTAIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FTAI AVIATION LTD FTAI AVIATION LTD · SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$1.0M4,1500.0%
FORMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FORMFACTOR INC FORMFACTOR INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$578K5,9600.0%
NOKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NOKIA CORP NOKIA CORP · SPONSORED ADR CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$498K62,0000.0%
VNETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VNET GROUP INC VNET GROUP INC · SPONSORED ADS A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$453K54,0000.0%
DINGDONG CAYMAN LTD DINGDONG CAYMAN LTD · ADS CUSIP 25445D101
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$425K165,4000.0%
TTMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$345K3,5400.0%
SMTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SEMTECH CORP SEMTECH CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-15 +45d
$311K4,0500.0%
1–30 of 30 issuers · page 1 of 1
every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).