13F 机构持仓

Anther Capital Ltd

HONG KONG K3 · SEC CIK 0002126503

2026Q22026Q1 更早 9 个季度 🔒
$38.26亿2026Q1 申报市值
31持仓数
80.4%前十大占比 · 第一大 14.8%
0 / 0新建仓 / 清仓
申报市值走势$39.05亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SNDK 14.8%
GLW 10.7%
LITE 9.7%
MU 8.9%
ASML 7.9%
TSM 6.7%
MPWR 6.7%
INTC 5.9%
WDC 5.0%
AMAT 4.1%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 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
SNDK SANDISK CORP $5.65亿14.77%889,568 —— — —
GLW CORNING INC $4.08亿10.67%3,002,986 —— — —
LITE LUMENTUM HLDGS INC $3.71亿9.70%527,862 —— — —
MU MICRON TECHNOLOGY INC $3.40亿8.90%1,007,452 —— — —
ASML ASML HLDG NV $3.03亿7.92%229,344 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $2.56亿6.69%757,925 —— — —
MPWR MONOLITHIC PWR SYS INC $2.55亿6.67%233,288 —— — —
INTC INTEL CORP $2.27亿5.94%5,150,644 —— — —
WDC WESTERN DIGITAL CORP $1.93亿5.04%712,395 —— — —
AMAT APPLIED MATLS INC $1.57亿4.09%458,157 —— — —
STX SEAGATE TECHNOLOGY HLDNGS PL $1.30亿3.39%331,233 —— — —
MRVL MARVELL TECHNOLOGY INC $1.11亿2.90%1,121,043 —— — —
LRCX LAM RESEARCH CORP $1.10亿2.87%513,407 —— — —
TER TERADYNE INC $7,500.23万1.96%252,993 —— — —
AXTI AXT INC $7,448.46万1.95%1,307,206 —— — —
KLAC KLA CORP $7,040.92万1.84%47,819 —— — —
NBIS NEBIUS GROUP N.V. $5,688.04万1.49%548,192 —— — —
GOOGL ALPHABET INC $4,457.18万1.16%155,000 —— — —
CRWV COREWEAVE INC $3,105.00万0.81%400,800 —— — —
ALAB ASTERA LABS INC $2,534.12万0.66%231,215 —— — —
AAOI APPLIED OPTOELECTRONICS INC $1,442.16万0.38%170,488 —— — —
BKR BAKER HUGHES COMPANY $247.19万0.06%40,490 —— — —
USO UNITED STS OIL FD LP $108.80万0.03%8,550 —— — —
FTAI FTAI AVIATION LTD $101.67万0.03%4,150 —— — —
GOOG ALPHABET INC $65.98万0.02%2,300 —— — —
FORM FORMFACTOR INC $57.81万0.02%5,960 —— — —
NOK NOKIA CORP $49.85万0.01%62,000 —— — —
VNET VNET GROUP INC $45.31万0.01%54,000 —— — —
DDL DINGDONG CAYMAN LTD $42.51万0.01%165,400 —— — —
TTMI TTM TECHNOLOGIES INC $34.49万0.01%3,540 —— — —
SMTC SEMTECH CORP $31.14万0.01%4,050 —— — —