Anther Capital Ltd

CIK

2126503

Location

HONG KONG, K3

Portfolio Value

Mid $3,905,249,772

Diversification

Diversified

Reports for

Tairen Capital Ltd

Filing Date

Global Rank

#851 / 8,517 ▼ 41

Top Industry

Computer Hardware 37.2%

3Y Alpha vs SPY

+119.7%

Period ended 48 days ago

Filed Aug 13, 2026 · 4d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+26.8%

SPY

+5.0%

Annualised alpha

+130.9%

Max drawdown

−39.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.1%

+8.3 pts

Top 5

62.0%

+10.0 pts

Top 10

94.1%

+13.7 pts

HHI

1,167

Diversified+388

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	100.0%	$3,903,299,967	17
Communication Services	0.0%	$607,574	1
Industrials	0.0%	$559,995	1
Unclassified	0.0%	$463,014	1
Consumer Defensive	0.0%	$319,222	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+741,080	1,254,487	$543,606,851
WDC	Western Digital Corp	+699,180	1,411,575	$901,601,184
TER	Teradyne, Inc	+414,093	667,086	$322,762,890
NOK	Nokia Corp	+53,990	115,990	$1,540,347
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−4,748,369	402,275	$56,169,658
GLW	Corning Inc /Ny	−1,681,285	1,321,701	$337,602,086
MRVL	Marvell Technology, Inc.	−1,115,663	5,380	$1,602,648
SNDK	Sandisk Corp	−768,297	121,271	$275,737,510
MU	Micron Technology Inc	−735,044	272,408	$314,437,830
NBIS	Nebius Group N.V.	−545,992	2,200	$607,574
LITE	Lumentum Holdings Inc.	−332,889	194,973	$167,298,532
ALAB	Astera Labs, Inc.	−229,815	1,400	$676,228
AMAT	Applied Materials Inc /De	−173,822	284,335	$205,574,205
ASML	Asml Holding NV	−131,062	98,282	$195,526,132
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−123,478	634,447	$302,992,853
STX	Seagate Technology Holdings plc	−47,817	283,416	$273,496,440
USO	United States Oil Fund, LP	−4,200	4,350	$463,014
SMTC	Semtech Corp	−2,000	2,050	$331,792
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
UMC	United Microelectronics Corp	86,100	$2,342,781
BE	Bloom Energy Corp	1,850	$559,995
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
MPWR	Monolithic Power Systems, Inc.	233,288	$255,065,434
AXTI	Axt Inc	1,307,206	$74,484,597
KLAC	Kla Corp	47,819	$70,409,173
GOOGL	Alphabet Inc.	157,300	$45,231,578
CRWV	CoreWeave, Inc.	400,800	$31,049,976
AAOI	Applied Optoelectronics, Inc.	170,488	$14,421,579
BKR	Baker Hughes Co	40,490	$2,471,914
FTAI	FTAI Aviation Ltd.	4,150	$1,016,750
FORM	Formfactor Inc	5,960	$578,060
VNET	VNET Group, Inc.	54,000	$453,060
TTMI	Ttm Technologies Inc	3,540	$344,866
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $3,905,249,772 total · filing declares 21 positions · $3,905,249,786 · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WDC	Western Digital Corp Technology	Added	1,411,575	+699,180	$901,601,184	+367.9%	23.09%
LRCX	Lam Research Corp Technology	Added	1,254,487	+741,080	$543,606,851	+395.6%	13.92%
GLW	Corning Inc /Ny Technology	Reduced	1,321,701	-1,681,285	$337,602,086	−17.3%	8.64%
TER	Teradyne, Inc Technology	Added	667,086	+414,093	$322,762,890	+330.3%	8.26%
MU	Micron Technology Inc Technology	Reduced	272,408	-735,044	$314,437,830	−7.6%	8.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	634,447	-123,478	$302,992,853	+18.3%	7.76%
SNDK	Sandisk Corp Technology	Reduced	121,271	-768,297	$275,737,510	−51.2%	7.06%
STX	Seagate Technology Holdings plc Technology	Reduced	283,416	-47,817	$273,496,440	+110.8%	7.00%
AMAT	Applied Materials Inc /De Technology	Reduced	284,335	-173,822	$205,574,205	+31.3%	5.26%
ASML	Asml Holding NV Technology	Reduced	98,282	-131,062	$195,526,132	−35.5%	5.01%
LITE	Lumentum Holdings Inc. Technology	Reduced	194,973	-332,889	$167,298,532	−54.9%	4.28%
INTC	Intel Corp Technology	Reduced	402,275	-4,748,369	$56,169,658	−75.3%	1.44%
UMC	United Microelectronics Corp Technology	NEW	86,100	NEW	$2,342,781	NEW	0.06%
MRVL	Marvell Technology, Inc. Technology	Reduced	5,380	-1,115,663	$1,602,648	−98.6%	0.04%
NOK	Nokia Corp Technology	Added	115,990	+53,990	$1,540,347	+209.0%	0.04%
ALAB	Astera Labs, Inc. Technology	Reduced	1,400	-229,815	$676,228	−97.3%	0.02%
NBIS	Nebius Group N.V. Communication Services	Reduced	2,200	-545,992	$607,574	−98.9%	0.02%
BE	Bloom Energy Corp Industrials	NEW	1,850	NEW	$559,995	NEW	0.01%
USO	United States Oil Fund, LP	Reduced	4,350	-4,200	$463,014	−57.4%	0.01%
SMTC	Semtech Corp Technology	Reduced	2,050	-2,000	$331,792	+6.5%	0.01%
DDL	Dingdong (Cayman) Ltd Consumer Defensive	Held	165,400	0	$319,222	−24.9%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.