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AIM

Anatole Investment Management Portfolio holdings

AUM $716M
1-Year Est. Return 502.49%
This Fund
S&P 500
This Quarter Est. Return
+79.7%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$716M
AUM Growth
+$116M
Cap. Flow
-$101M
Cap. Flow %
-14.06%
Top 10 Hldgs %
98.95%
Holding
23
New
8
Increased
–
Reduced
5
Closed
8

Top Buys

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$107M
2
CRCL
Circle Internet Group
CRCL
+$103M
3
SEDG icon
SolarEdge
SEDG
+$35.2M
4
STAA icon
STAAR Surgical
STAA
+$30.6M
5
VG
Venture Global Inc
VG
+$28.2M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$110M
2
FROG icon
JFrog
FROG
+$86.6M
3
CIEN icon
Ciena
CIEN
+$57.5M
4
HOOD icon
Robinhood
HOOD
+$43.4M
5
SNDK
Sandisk
SNDK
+$42.8M

Sector Composition

Rank Sector Weight
1 Technology 66.59%
2 Financials 16.26%
3 Consumer Discretionary 7.17%
4 Energy 5.79%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LITE icon
1
Lumentum
LITE
$57B
$138M 19.2%
+195,681
New +$107M
SNDK
2
Sandisk
SNDK
$201B
$122M 17.1%
192,755
-75,734
-28% -$42.8M
CIEN icon
3
Ciena
CIEN
$53B
$122M 16.99%
313,445
-188,153
-38% -$57.5M
CRCL
4
Circle Internet Group
CRCL
$15B
$116M 16.15%
+1,212,292
New +$103M
PDD icon
5
Pinduoduo
PDD
$120B
$51.4M 7.17%
502,925
-334,508
-40% -$35.2M
SEDG icon
6
SolarEdge
SEDG
$3.25B
$47.8M 6.67%
+936,215
New +$35.2M
VG
7
Venture Global Inc
VG
$34.3B
$41.5M 5.79%
+2,631,199
New +$28.2M
STAA icon
8
STAAR Surgical
STAA
$1.32B
$30M 4.18%
+1,601,701
New +$30.6M
AXTI icon
9
AXT Inc
AXTI
$3B
$26.4M 3.68%
+463,225
New +$15.4M
SUPX
10
SuperX AI Technology Ltd
SUPX
$326M
$14.4M 2.01%
1,800,000
– –
SLMT
11
Brera Holdings
SLMT
$55.9M
$3.86M 0.54%
492,025
-63,531
-11% -$837K
KC
12
Kingsoft Cloud Holdings
KC
$2.86B
$1.37M 0.19%
+102,879
New +$1.34M
MU icon
13
Micron Technology
MU
$959B
$1.21M 0.17%
3,583
– –
LX
14
LexinFintech Holdings
LX
$254M
$827K 0.12%
379,539
-4,490,844
-92% -$12.6M
INTC icon
15
Intel
INTC
$478B
$279K 0.04%
+6,312
New +$289K
FROG icon
16
JFrog
FROG
$10.7B
– –
-1,385,795
Closed -$86.6M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.23T
– –
-351,645
Closed -$110M
HOOD icon
18
Robinhood
HOOD
$89.7B
– –
-383,400
Closed -$43.4M
NVDA icon
19
NVIDIA
NVDA
$4.91T
– –
-5,306
Closed -$990K
PANW icon
20
Palo Alto Networks
PANW
$292B
– –
-168,289
Closed -$31M
SBET icon
21
Sharplink Inc
SBET
$1.19B
– –
-56,808
Closed -$508K
TSM icon
22
TSMC
TSM
$2.07T
– –
-500
Closed -$152K
URNM icon
23
Sprott Uranium Miners ETF
URNM
$1.74B
– –
-7,796
Closed -$428K

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AFG
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BFO
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
LFA
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NIM
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Anatole Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Anatole Investment Management held 23 positions worth $716M, up 19% from $600M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Anatole Investment Management withdrew a net $101M in Q1 2026, closing 8 positions and reducing 5 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $110M position sold in full.

By sector, the portfolio is most concentrated in Technology at 67% of assets, up from 56% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Anatole Investment Management opened a new position in Lumentum worth $138M.

  • Anatole Investment Management's largest Q1 2026 buy was Lumentum: 195,681 shares worth $138M.
  • Anatole Investment Management's biggest Q1 2026 reduction was Ciena, cutting an estimated $57.5M.
  • Anatole Investment Management fully exited Alphabet (Google) Class A in Q1 2026, selling an estimated $110M.
  • Anatole Investment Management's ten largest holdings make up 99% of its $716M portfolio in Q1 2026.
  • Anatole Investment Management opened 8 new positions and closed 8 in Q1 2026.
  • Anatole Investment Management's portfolio value rose 19% quarter-over-quarter to $716M.

Based on Anatole Investment Management's 13F filing for Q1 2026, filed 15 May 2026.