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
+33.23%
1 Year Est. Return
+751.98%
3 Year Est. Return
+3,485.64%
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
$1.12B
$131M 73.56%
+2,042,744
New +$133M
IQ icon
2
iQIYI
IQ
$1.04B
$47M 26.44%
+6,450,000
New +$44.3M

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 Q1 2023 Portfolio in Review

As of Q1 2023, Anatole Investment Management held 2 positions worth $178M. Its ten largest holdings account for 100% of the portfolio.

Anatole Investment Management deployed $178M of net new capital in Q1 2023, opening 2 new positions. Its largest new stake was 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 opened 2 new positions and closed 0 in Q1 2023.

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