Anther Capital
Anther Capital reported 21 stocks worth $3.9B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WDC (23.1%), LRCX (13.9%) and GLW (8.6%). Compared with Q1 2026, the fund opened new positions in UMC and BE, added to WDC, LRCX and TER, trimmed GLW, MU and TSM and sold out of MPWR, AXTI and KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WDC Western Digital Corp | $902M | 23.1% | 1.4M | +699K (+98%) | 2 of 2 | |
| 2 |  LRCX Lam Research Corp | $544M | 13.9% | 1.3M | +741K (+144%) | 2 of 2 | |
| 3 |  GLW Corning Inc | $338M | 8.6% | 1.3M | −1.7M (−56%) | 2 of 2 | |
| 4 |  TER Teradyne Inc | $323M | 8.3% | 667K | +414K (+164%) | 2 of 2 | |
| 5 |  MU Micron Technology Inc | $314M | 8.1% | 272K | −735K (−73%) | 2 of 2 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $303M | 7.8% | 634K | −123K (−16%) | 2 of 2 | |
| 7 |  SNDK Sandisk Corp | $276M | 7.1% | 121K | −768K (−86%) | 2 of 2 | |
| 8 |  STX Seagate Technology Hldngs PL | $273M | 7.0% | 283K | −48K (−14%) | 2 of 2 | |
| 9 |  AMAT Applied Matls Inc | $206M | 5.3% | 284K | −174K (−38%) | 2 of 2 | |
| 10 |  ASML Asml Holding N V | $196M | 5.0% | 98K | −131K (−57%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MPWR Monolithic Pwr Sys Inc | $255M | 233K |
 AXTI Axt Inc | $74.5M | 1.3M |
 KLAC Kla Corp | $70.4M | 48K |
 GOOGL Alphabet Inc | $44.6M | 155K |
 CRWV Coreweave Inc | $31M | 401K |
🔒 Free account: see all 12.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Anther Capital 13F FAQ
What does Anther Capital own?
Anther Capital reported 21 stocks worth $3.9B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WDC (23.1%), LRCX (13.9%) and GLW (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Anther Capital buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 4 added to, 14 trimmed and 12 sold out. New positions include UMC and BE. It sold all of MPWR, AXTI and KLAC.
When will Anther Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Anther Capital's portfolio worth?
The Q2 2026 filing reports $3.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.