Anther Capital Ltd
HONG KONG K3 · SEC CIK 0002126503
$39.05亿2026Q2 申报市值
21持仓数
94.1%前十大占比 · 第一大 23.1%
2 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WDC 加仓+$4.47亿
LRCX 加仓+$3.21亿
TER 加仓+$2.00亿
UMC 新建仓+$234.28万
NOK 加仓+$71.70万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$17.47亿
MU 减仓-$8.48亿
INTC 减仓-$6.63亿
GLW 减仓-$4.29亿
MRVL 减仓-$3.32亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $9.02亿 | 23.09% | 1,411,575 | 699,180 | 98.1% | $4.47亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5.44亿 | 13.92% | 1,254,487 | 741,080 | 144.3% | $3.21亿 | 加仓 |
| GLW | CORNING INC | $3.38亿 | 8.64% | 1,321,701 | -1,681,285 | -56.0% | -$4.29亿 | 减仓 |
| TER | TERADYNE INC | $3.23亿 | 8.26% | 667,086 | 414,093 | 163.7% | $2.00亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3.14亿 | 8.05% | 272,408 | -735,044 | -73.0% | -$8.48亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.03亿 | 7.76% | 634,447 | -123,478 | -16.3% | -$5,896.94万 | 减仓 |
| SNDK | SANDISK CORP | $2.76亿 | 7.06% | 121,271 | -768,297 | -86.4% | -$17.47亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.73亿 | 7.00% | 283,416 | -47,817 | -14.4% | -$4,614.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.06亿 | 5.26% | 284,335 | -173,822 | -37.9% | -$1.26亿 | 减仓 |
| ASML | ASML HLDG NV | $1.96亿 | 5.01% | 98,282 | -131,062 | -57.1% | -$2.61亿 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.67亿 | 4.28% | 194,973 | -332,889 | -63.1% | -$2.86亿 | 减仓 |
| INTC | INTEL CORP | $5,616.97万 | 1.44% | 402,275 | -4,748,369 | -92.2% | -$6.63亿 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $234.28万 | 0.06% | 86,100 | 86,100 | — | $234.28万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $160.26万 | 0.04% | 5,380 | -1,115,663 | -99.5% | -$3.32亿 | 减仓 |
| NOK | NOKIA CORP | $154.03万 | 0.04% | 115,990 | 53,990 | 87.1% | $71.70万 | 加仓 |
| ALAB | ASTERA LABS INC | $67.62万 | 0.02% | 1,400 | -229,815 | -99.4% | -$1.11亿 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $60.76万 | 0.02% | 2,200 | -545,992 | -99.6% | -$1.51亿 | 减仓 |
| BE | BLOOM ENERGY CORP | $56.00万 | 0.01% | 1,850 | 1,850 | — | $56.00万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $46.30万 | 0.01% | 4,350 | -4,200 | -49.1% | -$44.70万 | 减仓 |
| SMTC | SEMTECH CORP | $33.18万 | 0.01% | 2,050 | -2,000 | -49.4% | -$32.37万 | 减仓 |
| DDL | DINGDONG CAYMAN LTD | $31.92万 | 0.01% | 165,400 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -233,288 | -100.0% | -$2.55亿 | 清仓 |
| AXTI | AXT INC | $0 | 0.00% | 0 | -1,307,206 | -100.0% | -$7,448.46万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -478,190 | -100.0% | -$7,040.92万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -155,000 | -100.0% | -$4,457.18万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -400,800 | -100.0% | -$3,105.00万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -170,488 | -100.0% | -$1,442.16万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -40,490 | -100.0% | -$247.19万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -4,150 | -100.0% | -$101.67万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$65.98万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -5,960 | -100.0% | -$57.81万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$45.31万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,540 | -100.0% | -$34.49万 | 清仓 |