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

#1,049 / 8,794 ▼ 149 · as of Jun 2026

Top Industry

Computer Hardware 37.2%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

2 quarters · since Mar 2026

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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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.