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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
+108.43%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$318M
AUM Growth
–
Cap. Flow
+$22.5M
Cap. Flow %
7.07%
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AOS icon
A.O. Smith
AOS
+$22.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 65.19%
2 Communication Services 24.51%
3 Industrials 7.63%
4 Technology 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
1
Pinduoduo
PDD
$126B
– –
0
– –
JOYY
2
JOYY Inc
JOYY
$3.71B
– –
0
– –
AOS icon
3
A.O. Smith
AOS
$8.17B
$24.2M 7.63%
+514,471
New +$22.5M
VNET
4
VNET Group
VNET
$2.04B
– –
0
– –
MOMO
5
Hello Group
MOMO
$885M
– –
0
– –

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LFA
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CFGSD
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TFA
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ECM
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Anatole Investment Management's Q2 2020 Portfolio in Review

Q2 2020 is the first quarter with a 13F filing on record for Anatole Investment Management, which disclosed 5 positions worth $318M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is A.O. Smith: 514,471 shares worth $24.2M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 65% of assets, followed by Communication Services and Industrials.

  • Anatole Investment Management's largest Q2 2020 buy was A.O. Smith: 514,471 shares worth $24.2M.
  • Anatole Investment Management's ten largest holdings make up 100% of its $318M portfolio in Q2 2020.
  • Anatole Investment Management disclosed 5 positions in Q2 2020, its first 13F filing on record.

Based on Anatole Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.