Holdings of Anatole Investment Management Ltd
13 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 99.7 % of the equity sleeve
Sector breakdown
- Technology 37.3 %
- Consumer discretionary 7.4 %
- Unattributed 55.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 92.4 %
- KY 7.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 11 | 645.3M $ | 92.44 % |
| 2 | KY | 2 | 52.8M $ | 7.56 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | 195,681 | 137.5M $ | |
| 2 | Sandisk Corp/DE | 192,755 | 122.5M $ | |
| 3 | Ciena Corp | 313,445 | 121.7M $ | |
| 4 | Circle Internet Group Inc | 1,212,292 | 115.7M $ | |
| 5 | PDD Holdings Inc | 502,925 | 51.4M $ | |
| 6 | SolarEdge Technologies Inc | 936,215 | 47.8M $ | |
| 7 | Venture Global Inc | 2,631,199 | 41.5M $ | |
| 8 | STAAR Surgical Co | 1,601,701 | 30M $ | |
| 9 | AXT Inc | 463,225 | 26.4M $ | |
| 10 | KINGSOFT CLOUD HOLDINGS LTD | 102,879 | 1.4M $ | |
| 11 | Micron Technology Inc | 3,583 | 1.2M $ | |
| 12 | LexinFintech Holdings Ltd | 379,539 | 827.4K $ | |
| 13 | Intel Corp | 6,312 | 278.5K $ |