We are live on ! Find out more
AIM

Anatole Investment Management Portfolio holdings

AUM $590M
1-Year Est. Return 751.98%
This Fund
S&P 500
This Quarter Est. Return
+144.71%
1 Year Est. Return
+751.98%
3 Year Est. Return
+3,485.64%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$590M
AUM Growth
-$126M
Cap. Flow
-$484M
Cap. Flow %
-82.14%
Top 10 Hldgs %
99.56%
Holding
21
New
6
Increased
2
Reduced
4
Closed
8

Top Buys

Rank Stock Value
1
NBIS
Nebius Group N.V.
NBIS
+$217M
2
RBRK icon
Rubrik
RBRK
+$138M
3
FCEL icon
FuelCell Energy
FCEL
+$18.9M
4
STAA icon
STAAR Surgical
STAA
+$1.39M
5
POET icon
POET Technologies
POET
+$951K

Top Sells

Rank Stock Value
1
SNDK
Sandisk
SNDK
+$272M
2
CIEN icon
Ciena
CIEN
+$158M
3
LITE icon
Lumentum
LITE
+$138M
4
CRCL
Circle Internet Group
CRCL
+$116M
5
PDD icon
Pinduoduo
PDD
+$51.4M

Sector Composition

Rank Sector Weight
1 Communication Services 51.22%
2 Technology 33.63%
3 Healthcare 8.03%
4 Industrials 7.12%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NBIS
1
Nebius Group N.V.
NBIS
$59.5B
$302M 51.22%
+1,093,920
New +$217M
RBRK icon
2
Rubrik
RBRK
$19.5B
$176M 29.8%
+2,189,257
New +$138M
STAA icon
3
STAAR Surgical
STAA
$1.22B
$47.4M 8.03%
1,651,701
+50,000
+3% +$1.39M
FCEL icon
4
FuelCell Energy
FCEL
$1.18B
$42M 7.12%
+1,165,501
New +$18.9M
SUPX
5
SuperX AI Technology Ltd
SUPX
$366M
$7.64M 1.3%
954,984
-845,016
-47% -$7.4M
SNDK
6
Sandisk
SNDK
$252B
$4.89M 0.83%
2,149
-190,606
-99% -$272M
SLMT
7
Brera Holdings
SLMT
$42.4M
$2.49M 0.42%
492,025
– –
MU icon
8
Micron Technology
MU
$1.13T
$2.18M 0.37%
1,886
-1,697
-47% -$1.27M
INTC icon
9
Intel
INTC
$502B
$1.44M 0.24%
10,312
+4,000
+63% +$404K
CIEN icon
10
Ciena
CIEN
$45.3B
$1.36M 0.23%
2,782
-310,663
-99% -$158M
MRVL icon
11
Marvell Technology
MRVL
$199B
$912K 0.15%
+3,061
New +$614K
POET icon
12
POET Technologies
POET
$1.34B
$898K 0.15%
+87,330
New +$951K
AMD icon
13
Advanced Micro Devices
AMD
$774B
$762K 0.13%
+1,312
New +$538K
AXTI icon
14
AXT Inc
AXTI
$4.03B
– –
-463,225
Closed -$26.4M
KC
15
Kingsoft Cloud Holdings
KC
$3.26B
– –
-102,879
Closed -$1.37M
LITE icon
16
Lumentum
LITE
$79.2B
– –
-195,681
Closed -$138M
LX
17
LexinFintech Holdings
LX
$149M
– –
-379,539
Closed -$827K
PDD icon
18
Pinduoduo
PDD
$117B
– –
-502,925
Closed -$51.4M
SEDG icon
19
SolarEdge
SEDG
$2.11B
– –
-936,215
Closed -$47.8M
VG
20
Venture Global Inc
VG
$36B
– –
-2,631,199
Closed -$41.5M
CRCL
21
Circle Internet Group
CRCL
$25.8B
– –
-1,212,292
Closed -$116M

Similar funds

DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $589M AUM 34.51% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $588M AUM 26.62% 1-Year Est. Return
TC
Triata Capital Hong Kong $588M AUM 8.92% 1-Year Est. Return

Anatole Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Anatole Investment Management held 21 positions worth $590M, down 18% from $716M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Anatole Investment Management withdrew a net $484M in Q2 2026, closing 8 positions and reducing 4 holdings. Its most notable exit was Lumentum, an estimated $138M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 51% of assets, up from 0% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Anatole Investment Management opened a new position in Nebius Group N.V. worth $302M.

  • Anatole Investment Management's largest Q2 2026 buy was Nebius Group N.V.: 1,093,920 shares worth $302M.
  • Anatole Investment Management added most to STAAR Surgical in Q2 2026, an estimated $1.39M increase.
  • Anatole Investment Management's biggest Q2 2026 reduction was Sandisk, cutting an estimated $272M.
  • Anatole Investment Management fully exited Lumentum in Q2 2026, selling an estimated $138M.
  • Anatole Investment Management's ten largest holdings make up 100% of its $590M portfolio in Q2 2026.
  • Anatole Investment Management opened 6 new positions and closed 8 in Q2 2026.
  • Anatole Investment Management's portfolio value fell 18% quarter-over-quarter to $590M.

Based on Anatole Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.