Holdings of Anther Capital Ltd
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 28 in 4 countries
- Top ten
- 84.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 889,568 | 565.2M $ | |
| 2 | Corning Inc | 3,002,986 | 408.3M $ | |
| 3 | Lumentum Holdings Inc | 527,862 | 371M $ | |
| 4 | Micron Technology Inc | 1,007,452 | 340.4M $ | |
| 5 | ASML Holding NV | 229,344 | 302.9M $ | |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | 757,925 | 256.1M $ | |
| 7 | Monolithic Power Systems Inc | 233,288 | 255.1M $ | |
| 8 | Intel Corp | 5,150,644 | 227.3M $ | |
| 9 | Western Digital Corp | 712,395 | 192.7M $ | |
| 10 | Applied Materials Inc | 458,157 | 156.6M $ | |
| 11 | Marvell Technology Inc | 1,121,043 | 111M $ | |
| 12 | Lam Research Corp | 513,407 | 109.7M $ | |
| 13 | Teradyne Inc | 252,993 | 75M $ | |
| 14 | AXT Inc | 1,307,206 | 74.5M $ | |
| 15 | KLA Corp | 47,819 | 70.4M $ | |
| 16 | Alphabet Inc | 155,000 | 44.6M $ | |
| 17 | CoreWeave Inc | 400,800 | 31M $ | |
| 18 | Astera Labs Inc | 231,215 | 25.3M $ | |
| 19 | Applied Optoelectronics Inc | 170,488 | 14.4M $ | |
| 20 | Baker Hughes Co | 40,490 | 2.5M $ | |
| 21 | United States Oil Fund LP | 8,550 | 1.1M $ | |
| 22 | Alphabet Inc | 2,300 | 659.8K $ | |
| 23 | FormFactor Inc | 5,960 | 578.1K $ | |
| 24 | Nokia Oyj | 62,000 | 498.5K $ | |
| 25 | Vnet Group Inc | 54,000 | 453.1K $ | |
| 26 | DingDong Cayman Ltd | 165,400 | 425.1K $ | |
| 27 | TTM Technologies Inc | 3,540 | 344.9K $ | |
| 28 | Semtech Corp | 4,050 | 311.4K $ |
Sector breakdown
- Technology 79.8 %
- Communication 1.2 %
- Unattributed 19.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 84.6 %
- Netherlands 8.3 %
- Taiwan 7.0 %
- Finland 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 25 | 3.1B $ | 84.62 % |
| 2 | Netherlands | 1 | 302.9M $ | 8.33 % |
| 3 | Taiwan | 1 | 256.1M $ | 7.04 % |
| 4 | Finland | 1 | 498.5K $ | 0.01 % |
Cite this page
Titelia. "Holdings of Anther Capital Ltd". https://titelia.com/en/funds/US13F2126503