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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%

No holdings matched the selected filter criteria.

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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.