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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
+73.05%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$218M
Cap. Flow
+$106M
Cap. Flow %
18.33%
Top 10 Hldgs %
91.52%
Holding
26
New
10
Increased
1
Reduced
3
Closed
12

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.2M
2
COIN icon
Coinbase
COIN
+$65.8M
3
CYBR
CyberArk
CYBR
+$52M
4
AMD icon
Advanced Micro Devices
AMD
+$50.2M
5
NOW icon
ServiceNow
NOW
+$48.6M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$66M
2
PDD icon
Pinduoduo
PDD
+$58.2M
3
NVDA icon
NVIDIA
NVDA
+$46.6M
4
WAY
Waystar Holding Corp
WAY
+$34.3M
5
LEU icon
Centrus Energy
LEU
+$23.2M

Sector Composition

Rank Sector Weight
1 Financials 34.43%
2 Technology 30.38%
3 Communication Services 13.19%
4 Energy 5.02%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAY
26
Waystar Holding Corp
WAY
$4.65B
– –
-919,178
Closed -$34.3M
1
2

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Anatole Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Anatole Investment Management held 26 positions worth $581M, up 60% from $363M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Anatole Investment Management deployed $106M of net new capital in Q2 2025, opening 10 new positions and adding to 1 existing holding. Its largest new stake was Alphabet (Google) Class A: 434,717 shares worth $76.6M.

By sector, the portfolio is most concentrated in Financials at 34% of assets, up from 21% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Centrus Energy, an estimated $23.2M trimmed.

  • Anatole Investment Management's largest Q2 2025 buy was Alphabet (Google) Class A: 434,717 shares worth $76.6M.
  • Anatole Investment Management added most to Stride in Q2 2025, an estimated $628K increase.
  • Anatole Investment Management's biggest Q2 2025 reduction was Centrus Energy, cutting an estimated $23.2M.
  • Anatole Investment Management fully exited Intel in Q2 2025, selling an estimated $66M.
  • Anatole Investment Management's ten largest holdings make up 92% of its $581M portfolio in Q2 2025.
  • Anatole Investment Management opened 10 new positions and closed 12 in Q2 2025.
  • Anatole Investment Management's portfolio value rose 60% quarter-over-quarter to $581M.

Based on Anatole Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.