Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Anatole Investment Management Ltd (CIK 1693745) reported $716.3M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($137.5M, 19.20%), SNDK ($122.5M, 17.10%), CIEN ($121.7M, 16.99%), CRCL ($115.7M, 16.15%), PDD ($51.4M, 7.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | $137.5M | 19.20% | 195,681 | New |
| 2 | SNDK | SanDisk Corp | $122.5M | 17.10% | 192,755 | Trimmed |
| 3 | CIEN | Ciena Corp | $121.7M | 16.99% | 313,445 | Trimmed |
| 4 | CRCL | Circle Internet Group Inc | $115.7M | 16.15% | 1.2M | New |
| 5 | PDD | PDD Holdings Inc | $51.4M | 7.17% | 502,925 | Trimmed |
| 6 | SEDG | SolarEdge Technologies Inc | $47.8M | 6.67% | 936,215 | New |
| 7 | VG | Venture Global Inc | $41.5M | 5.79% | 2.6M | New |
| 8 | STAA | STAAR Surgical Co | $30.0M | 4.18% | 1.6M | New |
| 9 | AXTI | AXT Inc | $26.4M | 3.68% | 463,225 | New |
| 10 | SUPX | SuperX AI Technology Ltd | $14.4M | 2.01% | 1.8M | Hold |
| 11 | BREA | Brera Holdings PLC | $3.9M | 0.54% | 4.9M | Trimmed |
| 12 | KC | Kingsoft Cloud Holdings Ltd | $1.4M | 0.19% | 102,879 | New |
| 13 | MU | Micron Technology Inc | $1.2M | 0.17% | 3,583 | Hold |
| 14 | LX | Lexinfintech Holdings Ltd | $827,395 | 0.12% | 379,539 | Trimmed |
| 15 | INTC | Intel Corp | $278,549 | 0.04% | 6,312 | New |
| 16 | GOOGL | Alphabet Inc | $0 | 0.00% | 0 | Exited |
| 17 | NVDA | Nvidia Corporation | $0 | 0.00% | 0 | Exited |
| 18 | PANW | Palo Alto Networks Inc | $0 | 0.00% | 0 | Exited |
| 19 | HOOD | Robinhood Markets Inc | $0 | 0.00% | 0 | Exited |
| 20 | SBET | Sharplink Gaming Inc | $0 | 0.00% | 0 | Exited |
| 21 | URNM | Sprott Funds Trust | $0 | 0.00% | 0 | Exited |
| 22 | TSM | Taiwan Semiconductor MFG Ltd | $0 | 0.00% | 0 | Exited |
| 23 | FROG | JFrog Ltd | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31