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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
+33.23%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow %
100%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
STAA icon
STAAR Surgical
STAA
+$133M
2
IQ icon
iQIYI
IQ
+$44.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 73.56%
2 Communication Services 26.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STAA icon
1
STAAR Surgical
STAA
$1.21B
$131M 73.56%
+2,042,744
New +$133M
IQ icon
2
iQIYI
IQ
$1.23B
$47M 26.44%
+6,450,000
New +$44.3M

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NI
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LFA
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CFGSD
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TFA
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ECM
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KC
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Anatole Investment Management's Q1 2023 Portfolio in Review

Q1 2023 is the first quarter with a 13F filing on record for Anatole Investment Management, which disclosed 2 positions worth $178M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is STAAR Surgical: 2,042,744 shares worth $131M.

By sector, the portfolio is most concentrated in Healthcare at 74% of assets, followed by Communication Services.

  • Anatole Investment Management's largest Q1 2023 buy was STAAR Surgical: 2,042,744 shares worth $131M.
  • Anatole Investment Management's ten largest holdings make up 100% of its $178M portfolio in Q1 2023.
  • Anatole Investment Management disclosed 2 positions in Q1 2023, its first 13F filing on record.

Based on Anatole Investment Management's 13F filing for Q1 2023, filed 15 May 2023.