StockDriftsStockDriftsTop 21 Anther Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | 23.09% | 1.41M | $901.6M | +98.14%(+699.18K) | $332.24(+46.67%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 13.92% | 1.25M | $543.6M | +144.35%(+741.08K) | $265.80(+26.79%) | 2026-06-30 | |
| GLW | CORNING INC | 8.64% | 1.32M | $337.6M | -55.99%(-1.68M) | $111.76(+41.85%) | 2026-06-30 | |
| TER | TERADYNE INC | 8.26% | 667.1K | $322.8M | +163.68%(+414.09K) | $328.86(+24.83%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 8.05% | 272.4K | $314.4M | -72.96%(-735.04K) | $311.63(+204.80%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.76% | 634.4K | $303.0M | -16.29%(-123.48K) | $320.92(+34.14%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 7.06% | 121.3K | $275.7M | -86.37%(-768.30K) | $436.36(+250.19%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 7% | 283.4K | $273.5M | -14.44%(-47.82K) | $333.58(+176.21%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 5.26% | 284.3K | $205.6M | -37.94%(-173.82K) | $299.39(+78.54%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 5.01% | 98.3K | $195.5M | -57.15%(-131.06K) | $1195.34(+54.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +127.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +119.80% |
Anther Capital LTD reports $3.91B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are WDC (23.1%), LRCX (13.9%) and GLW (8.6%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +127.33% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Anther Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2126503). View Anther Capital LTD’s 13F filings on SEC