Arkolith/Funds/Anther Capital Ltd

Anther Capital Ltd

CIK 2126503
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

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.

Opened
2
bought for the first time
Added to
4
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
94%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
73%
Industrials
14%
Materials
9%
Communication Services
4%
Financials
0%
Consumer Discretionary
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Anther Capital Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY33 / 21$96.2B
GOLDMAN SACHS GROUP INC33 / 21$56.2B
UBS Group AG33 / 21$30.7B
ROYAL BANK OF CANADA33 / 21$25.9B
BARCLAYS PLC33 / 21$22.7B
CITIGROUP INC33 / 21$13.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLP33 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1Western Digital Corp
COM
$901.6M1.41M
23.1%
+98%
Added · +699K sh
2Lam Research Corp
COM NEW
$543.6M1.25M
13.9%
+144%
Added · +741K sh
3Corning Inc
COM
$337.6M1.32M
8.6%
−56%
Reduced · −1.7M sh
4Teradyne Inc
COM
$322.8M667.1K
8.3%
+164%
Added · +414K sh
5Micron Technology Inc
COM
$314.4M272.4K
8.1%
−73%
Reduced · −735K sh
6Taiwan Semiconductor Manufac
SPONSORED ADS
$303.0M634.4K
7.8%
−16%
Reduced · −123K sh
7Sandisk Corp
COM
$275.7M121.3K
7.1%
−86%
Reduced · −768K sh
8Seagate Technology HLDNGS PL
ORD SHS
$273.5M283.4K
7.0%
−14%
Reduced · −48K sh
9Applied Matls Inc
COM
$205.6M284.3K
5.3%
−38%
Reduced · −174K sh
10ASML Hldg NV
N Y REGISTRY SHS
$195.5M98.3K
5.0%
−57%
Reduced · −131K sh
11Lumentum Hldgs Inc
COM
$167.3M195.0K
4.3%
−63%
Reduced · −333K sh
12Intel Corp
COM
$56.2M402.3K
1.4%
−92%
Reduced · −4.7M sh
13United Microelectronics Corp
SPON ADR NEW
$2.3M86.1K
0.1%
New
New position
14Marvell Technology Inc
COM
$1.6M5.4K
0.0%
−100%
Reduced · −1.1M sh
15Nokia Corp
SPONSORED ADR
$1.5M116.0K
0.0%
+87%
Added · +54K sh
16Astera Labs Inc
COM
$676K1.4K
0.0%
−99%
Reduced · −230K sh
17Nebius Group N.V.
SHS CLASS A
$608K2.2K
0.0%
−100%
Reduced · −546K sh
18Bloom Energy Corp
COM CL A
$560K1.9K
0.0%
New
New position
19United STS Oil FD LP
UNITS
$463K4.3K
0.0%
−49%
Reduced · −4K sh
20Semtech Corp
COM
$332K2.0K
0.0%
−49%
Reduced · −2K sh
21Dingdong Cayman Ltd
ADS
$319K165.4K
0.0%
Held
Showing all 21 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Anther Capital Ltd owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2126503/holdings"
Ask your agent
Use Arkolith to show Anther Capital Ltd's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202621$3.9B13F-HR
Q1 2026Mar 31, 2026May 15, 202631$3.8B13F-HR

Data source

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.