Anther Capital Ltd
Top Portfolio Positions
30 positions ·
$3,825,376,047 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
889,568 | $565,178,133 | 14.77% | |
| GLW |
Corning Inc /Ny
Technology
|
3,002,986 | $408,316,006 | 10.67% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
527,862 | $370,960,299 | 9.70% | |
| MU |
Micron Technology Inc
Technology
|
1,007,452 | $340,357,583 | 8.90% | |
| ASML |
Asml Holding NV
Technology
|
229,344 | $302,924,435 | 7.92% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
757,925 | $256,140,753 | 6.70% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
233,288 | $255,065,434 | 6.67% | |
| INTC |
Intel Corp
Technology
|
5,150,644 | $227,297,919 | 5.94% | |
| WDC |
Western Digital Corp
Technology
|
712,395 | $192,695,723 | 5.04% | |
| AMAT |
Applied Materials Inc /De
Technology
|
458,157 | $156,593,481 | 4.09% |
Holdings in MPWR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,065,434 | 233,288 | Shares | Other | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||