Anatole Investment Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$716.3M
Q ending 2026-03-31
Prior quarter
$599.8M
Q ending 2025-12-31
Change
+19.4% QoQ · +97.2% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Lumentum Holdings Inc | LITE | Shares | $137.5M | 196K |
| Sandisk Corp | SNDK | Shares | $122.5M | 193K |
| Ciena Corp | CIEN | Shares | $121.7M | 313K |
| Circle Internet Group Inc | CRCL | Shares | $115.7M | 1.2M |
| Pdd Holdings Inc | PDD | Shares | $51.4M | 503K |
| Solaredge Technologies Inc | SEDG | Shares | $47.8M | 936K |
| Venture Global Inc | VG | Shares | $41.5M | 2.6M |
| Staar Surgical Co | STAA | Shares | $30.0M | 1.6M |
| Axt Inc | AXTI | Shares | $26.4M | 463K |
| Superx Ai Technology Ltd | Shares | $14.4M | 1.8M | |
| Brera Holdings Plc | Shares | $3.9M | 4.9M | |
| Kingsoft Cloud Holdings Ltd | KC | Shares | $1.4M | 103K |
| Micron Technology Inc | MU | Shares | $1.2M | 4K |
| Lexinfintech Holdings Ltd | LX | Shares | $827K | 380K |
| Intel Corp | INTC | Shares | $279K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.