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Investors / Anther Capital
Anther Capital
13F
21 positions · Q2 2026AI holdings · 17 tickers
$3.00B| # | Ticker | Company | Layer | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|---|
| LRCX | |||||||
| GLW | |||||||
| TER | |||||||
| MU | |||||||
| TSM | |||||||
| SNDK | |||||||
| STX | |||||||
| AMAT | |||||||
| ASML | |||||||
| LITE | |||||||
| INTC | |||||||
| MRVL | |||||||
| NOK | |||||||
| ALAB | |||||||
| NBIS | |||||||
| BE | |||||||
| SMTC |
Other holdings · 4 tickers
$904.7M · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 18 | WDC | $901.6M | 23.1% | |||
| 19 | UMC | $2.3M | 0.1% | |||
| 20 | USO | $463K | 0.0% | |||
| 21 | DDL | $319K | 0.0% |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Include non-AI changes (9)
Q1 2026
Q2 2026
LRCX
HOLD
ADD+741K
GLW
HOLD
TRIM−2M
TER
HOLD
ADD+414K
MU
HOLD
TRIM−735K
TSM
HOLD
TRIM−123K
SNDK
HOLD
TRIM−768K
STX
HOLD
TRIM−48K
AMAT
HOLD
TRIM−174K
ASML
HOLD
TRIM−131K
LITE
HOLD
TRIM−333K
INTC
HOLD
TRIM−5M
MRVL
HOLD
TRIM−1M
NOK
HOLD
ADD+54K
ALAB
HOLD
TRIM−230K
NBIS
HOLD
TRIM−546K
BE
—
NEW+2K
SMTC
HOLD
TRIM−2K
AAOI
HOLD
DROP
GOOG
HOLD
DROP
GOOGL
HOLD
DROP
CRWV
HOLD
DROP
VNET
HOLD
DROP
KLAC
HOLD
DROP
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | ADD | LRCX | +741,080 | +$433.9M |
| Q2 2026 | TRIM | SNDK | -768,297 | $-289.4M |
| Q2 2026 | ADD | TER | +414,093 | +$247.8M |
| Q2 2026 | TRIM | LITE | -332,889 | $-203.7M |
| Q2 2026 | TRIM | INTC | -4,748,369 | $-171.1M |
| Q2 2026 | TRIM | STX | -47,817 | +$143.7M |
| Q2 2026 | TRIM | MRVL | -1,115,663 | $-109.4M |
| Q2 2026 | TRIM | ASML | -131,062 | $-107.4M |
| Q2 2026 | TRIM | GLW | -1,681,285 | $-70.7M |
| Q2 2026 | DROP | KLAC | -478,190 | $-70.4M |
| Q2 2026 | TRIM | NBIS | -545,992 | $-56.3M |
| Q2 2026 | TRIM | AMAT | -173,822 | +$49M |
| Q2 2026 | TRIM | TSM | -123,478 | +$46.9M |
| Q2 2026 | DROP | GOOGL | -155,000 | $-44.6M |
| Q2 2026 | DROP | CRWV | -400,800 | $-31M |
| Q2 2026 | TRIM | MU | -735,044 | $-25.9M |
| Q2 2026 | TRIM | ALAB | -229,815 | $-24.7M |
| Q2 2026 | DROP | AAOI | -170,488 | $-14.4M |
| Q2 2026 | ADD | NOK | +53,990 | +$1M |
| Q2 2026 | DROP | GOOG | -2,300 | $-660K |
| Q2 2026 | NEW | BE | +1,850 | +$560K |
| Q2 2026 | DROP | VNET | -54,000 | $-453K |
| Q2 2026 | TRIM | SMTC | -2,000 | +$20K |