Anther Capital Ltd holds a focused book of 31 stocks worth $3.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Sandisk Corp at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2126503/holdings"
Use Arkolith to show Anther Capital Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $565.2M | 889.6K | 14.8% | ▲New New position | |
| 2 | Corning Inc COM | $408.3M | 3.00M | 10.7% | ▲New New position | |
| 3 | Lumentum Hldgs Inc COM | $371.0M | 527.9K | 9.7% | ▲New New position | |
| 4 | Micron Technology Inc COM | $340.4M | 1.01M | 8.9% | ▲New New position | |
| 5 | ASML Hldg NV N Y REGISTRY SHS | $302.9M | 229.3K | 7.9% | ▲New New position | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $256.1M | 757.9K | 6.7% | ▲New New position | |
| 7 | Monolithic PWR Sys Inc COM | $255.1M | 233.3K | 6.7% | ▲New New position | |
| 8 | Intel Corp COM | $227.3M | 5.15M | 5.9% | ▲New New position | |
| 9 | Western Digital Corp COM | $192.7M | 712.4K | 5.0% | ▲New New position | |
| 10 | Applied Matls Inc COM | $156.6M | 458.2K | 4.1% | ▲New New position | |
| 11 | Seagate Technology HLDNGS PL ORD SHS | $129.8M | 331.2K | 3.4% | ▲New New position | |
| 12 | Marvell Technology Inc COM | $111.0M | 1.12M | 2.9% | ▲New New position | |
| 13 | Lam Research Corp COM NEW | $109.7M | 513.4K | 2.9% | ▲New New position | |
| 14 | Teradyne Inc COM | $75.0M | 253.0K | 2.0% | ▲New New position | |
| 15 | Axt Inc COM | $74.5M | 1.31M | 1.9% | ▲New New position | |
| 16 | Kla Corp COM NEW | $70.4M | 47.8K | 1.8% | ▲New New position | |
| 17 | Nebius Group N.V. SHS CLASS A | $56.9M | 548.2K | 1.5% | ▲New New position | |
| 18 | Alphabet Inc CAP STK CL A | $44.6M | 155.0K | 1.2% | ▲New New position | |
| 19 | Coreweave Inc COM CL A | $31.0M | 400.8K | 0.8% | ▲New New position | |
| 20 | Astera Labs Inc COM | $25.3M | 231.2K | 0.7% | ▲New New position | |
| 21 | Applied Optoelectronics Inc COM | $14.4M | 170.5K | 0.4% | ▲New New position | |
| 22 | Baker Hughes Company CL A | $2.5M | 40.5K | 0.1% | ▲New New position | |
| 23 | United STS Oil FD LP UNITS | $1.1M | 8.6K | 0.0% | ▲New New position | |
| 24 | Ftai Aviation Ltd SHS | $1.0M | 4.2K | 0.0% | ▲New New position | |
| 25 | Alphabet Inc CAP STK CL C | $660K | 2.3K | 0.0% | ▲New New position | |
| 26 | Formfactor Inc COM | $578K | 6.0K | 0.0% | ▲New New position | |
| 27 | Nokia Corp SPONSORED ADR | $498K | 62.0K | 0.0% | ▲New New position | |
| 28 | Vnet Group Inc SPONSORED ADS A | $453K | 54.0K | 0.0% | ▲New New position | |
| 29 | Dingdong Cayman Ltd ADS | $425K | 165.4K | 0.0% | ▲New New position | |
| 30 | TTM Technologies Inc COM | $345K | 3.5K | 0.0% | ▲New New position | |
| 31 | Semtech Corp COM | $311K | 4.0K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 31 | $3.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.