Anther Capital Ltd 13F 持仓 · 2026年Q2
Anther Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 39.05 亿美元。前几大持仓：WDC（23.09%）、LRCX（13.92%）、GLW（8.64%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 14 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WDC | WESTERN DIGITAL CORP | $901.6M | 23.09% | 1.4M | 增持 |
| 2 | LRCX | LAM RESEARCH CORP | $543.6M | 13.92% | 1.3M | 增持 |
| 3 | GLW | CORNING INC | $337.6M | 8.64% | 1.3M | 减持 |
| 4 | TER | TERADYNE INC | $322.8M | 8.26% | 667,086 | 增持 |
| 5 | MU | MICRON TECHNOLOGY INC | $314.4M | 8.05% | 272,408 | 减持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $303.0M | 7.76% | 634,447 | 减持 |
| 7 | SNDK | SANDISK CORP | $275.7M | 7.06% | 121,271 | 减持 |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $273.5M | 7.00% | 283,416 | 减持 |
| 9 | AMAT | APPLIED MATLS INC | $205.6M | 5.26% | 284,335 | 减持 |
| 10 | ASML | ASML HLDG NV | $195.5M | 5.01% | 98,282 | 减持 |
| 11 | LITE | LUMENTUM HLDGS INC | $167.3M | 4.28% | 194,973 | 减持 |
| 12 | INTC | INTEL CORP | $56.2M | 1.44% | 402,275 | 减持 |
| 13 | UMC | UNITED MICROELECTRONICS CORP | $2.3M | 0.06% | 86,100 | 新建仓 |
| 14 | MRVL | MARVELL TECHNOLOGY INC | $1.6M | 0.04% | 5,380 | 减持 |
| 15 | NOK | NOKIA CORP | $1.5M | 0.04% | 115,990 | 增持 |
| 16 | ALAB | ASTERA LABS INC | $676,228 | 0.02% | 1,400 | 减持 |
| 17 | NBIS | NEBIUS GROUP N.V. | $607,574 | 0.02% | 2,200 | 减持 |
| 18 | BE | BLOOM ENERGY CORP | $559,995 | 0.01% | 1,850 | 新建仓 |
| 19 | DDL | DINGDONG CAYMAN LTD | $319,222 | 0.01% | 165,400 | 持平 |
| 20 | SMTC | SEMTECH CORP | $331,793 | 0.01% | 2,050 | 减持 |
| 21 | USO | UNITED STS OIL FD LP | $463,014 | 0.01% | 4,350 | 减持 |
| 22 | AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | AXTI | AXT INC | $0 | 0.00% | 0 | 清仓 |
| 24 | BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | 清仓 |
| 25 | CRWV | COREWEAVE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR