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Anatole Investment Management Ltd Top Holdings and 13F Report (2026)

About Anatole Investment Management Ltd

Investment Activity

  • Anatole Investment Management Ltd has $716.28 million in total holdings as of March 31, 2026.
  • Anatole Investment Management Ltd owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 55.91% of the portfolio was purchased this quarter.
  • About 61.25% of the portfolio was sold this quarter.
  • This quarter, Anatole Investment Management Ltd has purchased 15 new stocks and bought additional shares in 0 stocks.
  • Anatole Investment Management Ltd sold shares of 5 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Lumentum
$137,516,780
SanDisk Corp
$122,464,962
Ciena
$121,688,752
Circle Internet Group Inc
$115,664,780
PDD
$51,388,877

Largest New Holdings this Quarter

55024U109 - Lumentum
$137,516,780 Holding
172573107 - Circle Internet Group Inc
$115,664,780 Holding
83417M104 - SolarEdge Technologies
$47,793,776 Holding
92333F101 - Venture Global Inc
$41,467,696 Holding
852312305 - STAAR Surgical
$29,951,809 Holding

Largest Purchases this Quarter

Lumentum
195,681 shares (about $137.52M)
Circle Internet Group Inc
1,212,292 shares (about $115.66M)
SolarEdge Technologies
936,215 shares (about $47.79M)
Venture Global Inc
2,631,199 shares (about $41.47M)
STAAR Surgical
1,601,701 shares (about $29.95M)

Largest Sales this Quarter

Ciena
188,153 shares (about $73.05M)
SanDisk Corp
75,734 shares (about $48.12M)
PDD
334,508 shares (about $34.18M)
LexinFintech
4,490,844 shares (about $9.79M)
Brera Holdings PLC
635,307 shares (about $498.08K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnatole Investment Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$137,516,780$137,516,780 â–²New Holding195,68119.2%Computer and Technology
SanDisk Corp
$122,464,962$48,116,840 â–¼-28.2%192,75517.1%COM
Ciena Corporation stock logo
CIEN
Ciena
$121,688,752$73,046,639 â–¼-37.5%313,44517.0%Computer and Technology
Circle Internet Group Inc
$115,664,780$115,664,780 â–²New Holding1,212,29216.1%COM CL A
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$51,388,877$34,180,028 â–¼-39.9%502,9257.2%Retail/Wholesale
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$47,793,776$47,793,776 â–²New Holding936,2156.7%Energy
Venture Global Inc
$41,467,696$41,467,696 â–²New Holding2,631,1995.8%COM CL A
STAAR Surgical Company stock logo
STAA
STAAR Surgical
$29,951,809$29,951,809 â–²New Holding1,601,7014.2%Medical
AXT Inc stock logo
AXTI
AXT
$26,394,561$26,394,561 â–²New Holding463,2253.7%Computer and Technology
SuperX AI Technology Ltd
$14,400,0000.0%1,800,0002.0%USD ORD SHS NEW
Brera Holdings PLC
$3,857,474$498,081 â–¼-11.4%4,920,2480.5%COM CL B NEW
Kingsoft Cloud Holdings Limited Sponsored ADR stock logo
KC
Kingsoft Cloud
$1,374,463$1,374,463 â–²New Holding102,8790.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,210,4810.0%3,5830.2%Computer and Technology
LexinFintech Holdings Ltd. Sponsored ADR stock logo
LX
LexinFintech
$827,395$9,790,040 â–¼-92.2%379,5390.1%Finance
Intel Corporation stock logo
INTC
Intel
$278,549$278,549 â–²New Holding6,3120.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$110,064,885 â–¼-100.0%00.0%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$0$86,556,756 â–¼-100.0%00.0%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$0$43,362,540 â–¼-100.0%00.0%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$30,998,834 â–¼-100.0%00.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$989,569 â–¼-100.0%00.0%Computer and Technology
Sharplink Gaming Inc
$0$507,864 â–¼-100.0%00.0%COM NEW
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$0$427,922 â–¼-100.0%00.0%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$151,945 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data