AIM

Anatole Investment Management Portfolio holdings

AUM $581M
1-Year Est. Return 183.73%
This Quarter Est. Return
1 Year Est. Return
+183.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$98.7M
2
+$76.6M
3
+$65.5M
4
CYBR icon
CyberArk
CYBR
+$58.1M
5
NOW icon
ServiceNow
NOW
+$52.9M

Top Sells

1
+$66M
2
+$58.2M
3
+$46.6M
4
LEU icon
Centrus Energy
LEU
+$39.8M
5
WAY
Waystar Holding Corp
WAY
+$34.3M

Sector Composition

1 Financials 32.62%
2 Technology 31.09%
3 Communication Services 13.19%
4 Materials 5.02%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
1
Coinbase
COIN
$86.3B
$98.7M 16.99%
+281,600
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.06T
$76.6M 13.19%
+434,717
AMD icon
3
Advanced Micro Devices
AMD
$378B
$65.5M 11.27%
+461,500
CYBR icon
4
CyberArk
CYBR
$24.8B
$58.1M 10%
+142,733
NOW icon
5
ServiceNow
NOW
$188B
$52.9M 9.11%
+51,488
URNM icon
6
Sprott Uranium Miners ETF
URNM
$1.95B
$40.6M 6.98%
+846,300
LX
7
LexinFintech Holdings
LX
$843M
$37.7M 6.5%
5,234,337
-799,633
IBIT icon
8
iShares Bitcoin Trust
IBIT
$81.5B
$36.9M 6.35%
+603,167
HOOD icon
9
Robinhood
HOOD
$115B
$35.5M 6.11%
379,200
-13,438
LEU icon
10
Centrus Energy
LEU
$6.92B
$29.2M 5.02%
159,300
-217,504
LRN icon
11
Stride
LRN
$6.32B
$21.2M 3.65%
146,023
+4,339
CUBI icon
12
Customers Bancorp
CUBI
$2.13B
$17.6M 3.03%
+299,500
SBET icon
13
SharpLink Gaming
SBET
$2.76B
$6.33M 1.09%
+637,700
DFDV
14
DeFi Development Corp
DFDV
$380M
$4.15M 0.71%
+193,700
AMZN icon
15
Amazon
AMZN
$2.27T
– –
-5,110
CMG icon
16
Chipotle Mexican Grill
CMG
$56.1B
– –
-10,012
INTC icon
17
Intel
INTC
$176B
– –
-2,908,266
META icon
18
Meta Platforms (Facebook)
META
$1.8T
– –
-2,488
NVDA icon
19
NVIDIA
NVDA
$4.46T
– –
-429,782
PDD icon
20
Pinduoduo
PDD
$182B
– –
-491,799
SPY icon
21
SPDR S&P 500 ETF Trust
SPY
$660B
– –
-906
TAL icon
22
TAL Education Group
TAL
$6.75B
– –
-1,237,269
TLT icon
23
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
– –
-10,802
Z icon
24
Zillow
Z
$17.7B
– –
-6,731
ZETA icon
25
Zeta Global
ZETA
$4.24B
– –
-1,339,969
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