Anther Capital Ltd Quant / Systematic

Location: Hong Kong

CIK: 0002126503 · Show all filings

Period: Q1 2026 (Next →)

Filing Date: May 15, 2026

Total Value: $3.826B (100.0% shares, 0.0% debt)

Holdings (31)

SNDK SANDISK CORP 14.8%

Value $565M Shares 889,568 Est. Cost $516.50 Unrealized 0.0%

GLW CORNING INC 10.7%

Value $408M Shares 3,002,986 Est. Cost $111.68 Unrealized 0.0%

LITE LUMENTUM HLDGS INC 9.7%

Value $371M Shares 527,862 Est. Cost $467.14 Unrealized 0.0%

MU MICRON TECHNOLOGY INC 8.9%

Value $340M Shares 1,007,452 Est. Cost $387.04 Unrealized 0.0%

ASML ASML HLDG NV 7.9%

Value $303M Shares 229,344 Est. Cost $1320.83 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 6.7%

Value $256M Shares 757,925 Est. Cost $337.95 Unrealized —

MPWR MONOLITHIC PWR SYS INC 6.7%

Value $255M Shares 233,288 Est. Cost $1104.63 Unrealized 0.0%

INTC INTEL CORP 5.9%

Value $227M Shares 5,150,644 Est. Cost $46.43 Unrealized 0.0%

WDC WESTERN DIGITAL CORP 5.0%

Value $193M Shares 712,395 Est. Cost $251.23 Unrealized 0.0%

AMAT APPLIED MATLS INC 4.1%

Value $157M Shares 458,157 Est. Cost $326.57 Unrealized 0.0%

STX SEAGATE TECHNOLOGY HLDNGS PL 3.4%

Value $130M Shares 331,233 Est. Cost $376.45 Unrealized 0.0%

MRVL MARVELL TECHNOLOGY INC 2.9%

Value $111M Shares 1,121,043 Est. Cost $81.07 Unrealized 0.0%

LRCX LAM RESEARCH CORP 2.9%

Value $110M Shares 513,407 Est. Cost $225.94 Unrealized 0.0%

TER TERADYNE INC 2.0%

Value $75M Shares 252,993 Est. Cost $265.87 Unrealized 0.0%

AXTI AXT INC 1.9%

Value $74.48M Shares 1,307,206 Est. Cost $22.70 Unrealized 0.0%

KLAC KLA CORP 1.8%

Value $70.41M Shares 47,819 Est. Cost $1462.03 Unrealized 0.0%

NBIS NEBIUS GROUP N.V. 1.5%

Value $56.88M Shares 548,192 Est. Cost $96.40 Unrealized 0.0%

GOOGL ALPHABET INC 1.2%

Value $44.57M Shares 155,000 Est. Cost $323.29 Unrealized 0.0%

CRWV COREWEAVE INC 0.8%

Value $31.05M Shares 400,800 Est. Cost $91.48 Unrealized 0.0%

ALAB ASTERA LABS INC 0.7%

Value $25.34M Shares 231,215 Est. Cost $157.63 Unrealized 0.0%

AAOI APPLIED OPTOELECTRONICS INC 0.4%

Value $14.42M Shares 170,488 Est. Cost $41.81 Unrealized 0.0%

BKR BAKER HUGHES COMPANY 0.1%

Value $2.472M Shares 40,490 Est. Cost $56.08 Unrealized 0.0%

USO UNITED STS OIL FD LP 0.0%

Value $1.088M Shares 8,550 Est. Cost $127.25 Unrealized —

FTAI FTAI AVIATION LTD 0.0%

Value $1.017M Shares 4,150 Est. Cost $270.82 Unrealized 0.0%

GOOG ALPHABET INC 0.0%

Value $660K Shares 2,300 Est. Cost $323.67 Unrealized 0.0%

FORM FORMFACTOR INC 0.0%

Value $578K Shares 5,960 Est. Cost $81.16 Unrealized 0.0%

NOK NOKIA CORP 0.0%

Value $498K Shares 62,000 Est. Cost $8.04 Unrealized —

VNET VNET GROUP INC 0.0%

Value $453K Shares 54,000 Est. Cost $8.39 Unrealized —

DDL DINGDONG CAYMAN LTD 0.0%

Value $425K Shares 165,400 Est. Cost $2.57 Unrealized —

TTMI TTM TECHNOLOGIES INC 0.0%

Value $345K Shares 3,540 Est. Cost $93.41 Unrealized 0.0%

SMTC SEMTECH CORP 0.0%

Value $311K Shares 4,050 Est. Cost $82.45 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	889,568	$565M	14.8%	$516.50	0.0%	COM	80004C200
GLW	CORNING INC	3,002,986	$408M	10.7%	$111.68	0.0%	COM	219350105
LITE	LUMENTUM HLDGS INC	527,862	$371M	9.7%	$467.14	0.0%	COM	55024U109
MU	MICRON TECHNOLOGY INC	1,007,452	$340M	8.9%	$387.04	0.0%	COM	595112103
ASML	ASML HLDG NV	229,344	$303M	7.9%	$1320.83	—	N Y REGISTRY SHS	N07059210
TSM	TAIWAN SEMICONDUCTOR MANUFAC	757,925	$256M	6.7%	$337.95	—	SPONSORED ADS	874039100
MPWR	MONOLITHIC PWR SYS INC	233,288	$255M	6.7%	$1104.63	0.0%	COM	609839105
INTC	INTEL CORP	5,150,644	$227M	5.9%	$46.43	0.0%	COM	458140100
WDC	WESTERN DIGITAL CORP	712,395	$193M	5.0%	$251.23	0.0%	COM	958102105
AMAT	APPLIED MATLS INC	458,157	$157M	4.1%	$326.57	0.0%	COM	038222105
STX	SEAGATE TECHNOLOGY HLDNGS PL	331,233	$130M	3.4%	$376.45	0.0%	ORD SHS	G7997R103
MRVL	MARVELL TECHNOLOGY INC	1,121,043	$111M	2.9%	$81.07	0.0%	COM	573874104
LRCX	LAM RESEARCH CORP	513,407	$110M	2.9%	$225.94	0.0%	COM NEW	512807306
TER	TERADYNE INC	252,993	$75M	2.0%	$265.87	0.0%	COM	880770102
AXTI	AXT INC	1,307,206	$74.48M	1.9%	$22.70	0.0%	COM	00246W103
KLAC	KLA CORP	47,819	$70.41M	1.8%	$1462.03	0.0%	COM NEW	482480100
NBIS	NEBIUS GROUP N.V.	548,192	$56.88M	1.5%	$96.40	0.0%	SHS CLASS A	N97284108
GOOGL	ALPHABET INC	155,000	$44.57M	1.2%	$323.29	0.0%	CAP STK CL A	02079K305
CRWV	COREWEAVE INC	400,800	$31.05M	0.8%	$91.48	0.0%	COM CL A	21873S108
ALAB	ASTERA LABS INC	231,215	$25.34M	0.7%	$157.63	0.0%	COM	04626A103
AAOI	APPLIED OPTOELECTRONICS INC	170,488	$14.42M	0.4%	$41.81	0.0%	COM	03823U102
BKR	BAKER HUGHES COMPANY	40,490	$2.472M	0.1%	$56.08	0.0%	CL A	05722G100
USO	UNITED STS OIL FD LP	8,550	$1.088M	0.0%	$127.25	—	UNITS	91232N207
FTAI	FTAI AVIATION LTD	4,150	$1.017M	0.0%	$270.82	0.0%	SHS	G3730V105
GOOG	ALPHABET INC	2,300	$660K	0.0%	$323.67	0.0%	CAP STK CL C	02079K107
FORM	FORMFACTOR INC	5,960	$578K	0.0%	$81.16	0.0%	COM	346375108
NOK	NOKIA CORP	62,000	$498K	0.0%	$8.04	—	SPONSORED ADR	654902204
VNET	VNET GROUP INC	54,000	$453K	0.0%	$8.39	—	SPONSORED ADS A	90138A103
DDL	DINGDONG CAYMAN LTD	165,400	$425K	0.0%	$2.57	—	ADS	25445D101
TTMI	TTM TECHNOLOGIES INC	3,540	$345K	0.0%	$93.41	0.0%	COM	87305R109
SMTC	SEMTECH CORP	4,050	$311K	0.0%	$82.45	0.0%	COM	816850101