Anatole Investment Management Ltd
Net seller this quarter
$590M
13
-$471M
99.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NBIS | $302M | 51.22% | 0.43% | New | Q2 2026 |
 RBRK | $176M | 29.80% | Not reported | New | Q2 2026 |
 STAA | $47.4M | 8.03% | 3.32% | +3.1% | Q1 2023 |
 FCEL | $42M | 7.12% | 1.72% | New | Q2 2026 |
 SUPX | $7.64M | 1.30% | 4.31% | -47.0% | Q4 2025 |
 SNDK | $4.89M | 0.83% | 0.00% | -98.9% | Q3 2025 |
 SLMT | $2.49M | 0.42% | Not reported | 0.0% | Q3 2025 |
 MU | $2.18M | 0.37% | 0.00% | -47.4% | Q3 2025 |
 INTC | $1.44M | 0.24% | 0.00% | +63.4% | Q4 2023 |
 CIEN | $1.36M | 0.23% | 0.00% | -99.1% | Q3 2025 |
 MRVL | $912K | 0.15% | 0.00% | Not reported | Q2 2023 |
 POET | $898K | 0.15% | 0.07% | New | Q2 2026 |
 AMD | $762K | 0.13% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
 LITE | $138M | 19.20% | 0.27% | Not reported | Q4 2020 |
| SNDK | $122M | 17.10% | 0.13% | -28.2% | Q3 2025 |
| CIEN | $122M | 16.99% | 0.22% | -37.5% | Q3 2025 |
 CRCL | $116M | 16.15% | Not reported | New | Q1 2026 |
 PDD | $51.4M | 7.17% | 0.01% | -39.9% | Q2 2021 |
 SEDG | $47.8M | 6.67% | 1.54% | New | Q1 2026 |
 VG | $41.5M | 5.79% | Not reported | New | Q1 2026 |
| STAA | $30M | 4.18% | 3.23% | Not reported | Q1 2023 |
 AXTI | $26.4M | 3.68% | 0.83% | New | Q1 2026 |
| SUPX | $14.4M | 2.01% | 8.12% | Not reported | Q4 2025 |
| SLMT | $3.86M | 0.54% | Not reported | -11.4% | Q3 2025 |
 KC | $1.37M | 0.19% | 0.00% | New | Q1 2026 |
| MU | $1.21M | 0.17% | 0.00% | Not reported | Q3 2025 |
 LX | $827K | 0.12% | Not reported | -92.2% | Q1 2025 |
| INTC | $279K | 0.04% | 0.00% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| CIEN | $117M | 19.56% | 0.36% | -4.2% | Q3 2025 |
 GOOGL | $110M | 18.35% | 0.00% | -30.6% | Q3 2023 |
| PDD | $95M | 15.83% | 0.01% | Not reported | Q2 2021 |
 FROG | $86.6M | 14.43% | 1.16% | Not reported | Q4 2023 |
| SNDK | $63.7M | 10.63% | 0.18% | -57.9% | Q3 2025 |
 HOOD | $43.4M | 7.23% | 0.16% | -0.3% | Q1 2025 |
 PANW | $31M | 5.17% | 0.02% | Not reported | Q3 2024 |
| SUPX | $23.4M | 3.90% | 8.12% | New | Q4 2025 |
| LX | $15.9M | 2.66% | Not reported | +79.6% | Q1 2025 |
| SLMT | $10.4M | 1.73% | Not reported | Not reported | Q3 2025 |
| MU | $1.02M | 0.17% | 0.00% | -99.4% | Q3 2025 |
 NVDA | $990K | 0.16% | 0.00% | -99.3% | Q3 2023 |
 SBET | $508K | 0.08% | 0.03% | -97.1% | Q2 2025 |
 TSM | $152K | 0.03% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $150M | 15.65% | 0.00% | Not reported | Q3 2023 |
 TSLA | $146M | 15.26% | 0.01% | Not reported | Q3 2023 |
| GOOGL | $123M | 12.89% | 0.00% | +16.6% | Q3 2023 |
| MU | $96.2M | 10.07% | 0.05% | New | Q3 2025 |
| CIEN | $76.3M | 7.98% | 0.37% | New | Q3 2025 |
| SNDK | $71.5M | 7.48% | 0.44% | New | Q3 2025 |
| HOOD | $55M | 5.76% | 0.17% | +1.4% | Q1 2025 |
 LEU | $50.2M | 5.26% | 1.18% | +1.7% | Q4 2024 |
| SBET | $33.4M | 3.49% | 1.02% | +207.9% | Q2 2025 |
 WDC | $32.6M | 3.41% | 0.08% | New | Q3 2025 |
| SLMT | $25M | 2.62% | Not reported | New | Q3 2025 |
| LX | $14.5M | 1.51% | Not reported | -48.2% | Q1 2025 |