Anther Capital Ltd

Q2 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$3,905,250
Net value change ($000)
+79,214 (2.1%)
New positions
2
Sold out positions
12
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WDC 708,905 367.9%
LRCX 433,912 395.6%
TER 247,761 330.3%
STX 143,732 110.8%
AMAT 48,981 31.3%
TSM 46,852 18.3%
UMC 2,343 NEW
NOK 1,042 209.2%
BE 560 NEW
SMTC 21 6.8%
Top Reduces (Value $000, Stocks/ETFs)
SNDK -289,440 -51.2%
MPWR -255,065 -100.0%
LITE -203,661 -54.9%
INTC -171,128 -75.3%
MRVL -109,436 -98.6%
ASML -107,398 -35.5%
AXTI -74,485 -100.0%
GLW -70,714 -17.3%
KLAC -70,409 -100.0%
NBIS -56,272 -98.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type