Anther Capital Ltd holds a concentrated book of 21 stocks worth $3.9B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened United Microelectron-SP ADR and trimmed Corning Inc. Their largest long position is Western Digital Corp at 23% of the equity book.
Top-heavy: concentrated 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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Anther Capital Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 33 / 21 | $96.2B |
| GOLDMAN SACHS GROUP INC | 33 / 21 | $56.2B |
| UBS Group AG | 33 / 21 | $30.7B |
| ROYAL BANK OF CANADA | 33 / 21 | $25.9B |
| BARCLAYS PLC | 33 / 21 | $22.7B |
| CITIGROUP INC | 33 / 21 | $13.5B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33 / 21 | $7.3B |
| OSAIC HOLDINGS, INC. | 33 / 21 | $1.7B |
Ranked by how many of Anther Capital Ltd's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Western Digital Corp COM | $901.6M | 1.41M | 23.1% | ▲+98% Added · +699K sh | |
| 2 | Lam Research Corp COM NEW | $543.6M | 1.25M | 13.9% | ▲+144% Added · +741K sh | |
| 3 | Corning Inc COM | $337.6M | 1.32M | 8.6% | ▼−56% Reduced · −1.7M sh | |
| 4 | Teradyne Inc COM | $322.8M | 667.1K | 8.3% | ▲+164% Added · +414K sh | |
| 5 | Micron Technology Inc COM | $314.4M | 272.4K | 8.1% | ▼−73% Reduced · −735K sh | |
| 6 | Taiwan Semiconductor Manufac SPONSORED ADS | $303.0M | 634.4K | 7.8% | ▼−16% Reduced · −123K sh | |
| 7 | Sandisk Corp COM | $275.7M | 121.3K | 7.1% | ▼−86% Reduced · −768K sh | |
| 8 | Seagate Technology HLDNGS PL ORD SHS | $273.5M | 283.4K | 7.0% | ▼−14% Reduced · −48K sh | |
| 9 | Applied Matls Inc COM | $205.6M | 284.3K | 5.3% | ▼−38% Reduced · −174K sh | |
| 10 | ASML Hldg NV N Y REGISTRY SHS | $195.5M | 98.3K | 5.0% | ▼−57% Reduced · −131K sh | |
| 11 | Lumentum Hldgs Inc COM | $167.3M | 195.0K | 4.3% | ▼−63% Reduced · −333K sh | |
| 12 | Intel Corp COM | $56.2M | 402.3K | 1.4% | ▼−92% Reduced · −4.7M sh | |
| 13 | United Microelectronics Corp SPON ADR NEW | $2.3M | 86.1K | 0.1% | ▲New New position | |
| 14 | Marvell Technology Inc COM | $1.6M | 5.4K | 0.0% | ▼−100% Reduced · −1.1M sh | |
| 15 | Nokia Corp SPONSORED ADR | $1.5M | 116.0K | 0.0% | ▲+87% Added · +54K sh | |
| 16 | Astera Labs Inc COM | $676K | 1.4K | 0.0% | ▼−99% Reduced · −230K sh | |
| 17 | Nebius Group N.V. SHS CLASS A | $608K | 2.2K | 0.0% | ▼−100% Reduced · −546K sh | |
| 18 | Bloom Energy Corp COM CL A | $560K | 1.9K | 0.0% | ▲New New position | |
| 19 | United STS Oil FD LP UNITS | $463K | 4.3K | 0.0% | ▼−49% Reduced · −4K sh | |
| 20 | Semtech Corp COM | $332K | 2.0K | 0.0% | ▼−49% Reduced · −2K sh | |
| 21 | Dingdong Cayman Ltd ADS | $319K | 165.4K | 0.0% | —Held |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.