Anther Capital Ltd
CIK 2126503 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- WDC23.09%
- LRCX13.92%
- GLW8.64%
- TER8.26%
- MU8.05%
- TSM7.76%
- SNDK7.06%
- STX7.00%
- AMAT5.26%
- ASML5.01%
Share classes counted separately94.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WDCWeight increased · +18.05 pp5.04% → 23.09%Shares +699.18K (+98.14%)
- LRCXWeight increased · +11.05 pp2.87% → 13.92%Shares +741.08K (+144.35%)
- SNDKWeight decreased · -7.71 pp14.77% → 7.06%Shares -768.30K (-86.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WDCWESTERN DIGITAL CORP View history and evidence | $901.60M | 23.09% | 1.41M shares | 5.04% → 23.09%+18.05 pp +699.18K (+98.14%) | Added | ↗▾ |
| 02 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $543.61M | 13.92% | 1.25M shares | 2.87% → 13.92%+11.05 pp +741.08K (+144.35%) | Added | ↗▾ |
| 03 | GLWCORNING INC View history and evidence | $337.60M | 8.64% | 1.32M shares | 10.67% → 8.64%-2.03 pp -1.68M (-55.99%) | Reduced | ↗▾ |
| 04 | TERTERADYNE INC View history and evidence | $322.76M | 8.26% | 667.09K shares | 1.96% → 8.26%+6.30 pp +414.09K (+163.68%) | Added | ↗▾ |
| 05 | MUMICRON TECHNOLOGY INC View history and evidence | $314.44M | 8.05% | 272.41K shares | 8.90% → 8.05%-0.85 pp -735.04K (-72.96%) | Reduced | ↗▾ |
| 06 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $302.99M | 7.76% | 634.45K shares | 6.69% → 7.76%+1.07 pp -123.48K (-16.29%) | Reduced | ↗▾ |
| 07 | SNDKSANDISK CORP View history and evidence | $275.74M | 7.06% | 121.27K shares | 14.77% → 7.06%-7.71 pp -768.30K (-86.37%) | Reduced | ↗▾ |
| 08 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $273.50M | 7.00% | 283.42K shares | 3.39% → 7.00%+3.61 pp -47.82K (-14.44%) | Reduced | ↗▾ |
| 09 | AMATAPPLIED MATERIALS INC View history and evidence | $205.57M | 5.26% | 284.33K shares | 4.09% → 5.26%+1.17 pp -173.82K (-37.94%) | Reduced | ↗▾ |
| 10 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $195.53M | 5.01% | 98.28K shares | 7.92% → 5.01%-2.91 pp -131.06K (-57.15%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MPWR MONOLITHIC POWER SYSTEMS INC | Non-derivative | -233,288 | -$255.07M | SEC filing ↗ | SEC filing ↗ |
| AXTI AXT INC | Non-derivative | -1,307,206 | -$74.48M | SEC filing ↗ | SEC filing ↗ |
| KLAC KLA CORP | Non-derivative | -47,819 | -$70.41M | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2126503 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3905249786
}Take these holdings further.
This page includes 21 of 21 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 21 of 21 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2126503","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2126503","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.