AIM
Anatole Investment Management Portfolio holdings
AUM
$581M
This Quarter Return
+18.02%
1 Year Return
+183.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$566M
AUM Growth
+$566M
(+219%)
Cap. Flow
+$424M
Cap. Flow
% of AUM
74.93%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$125M |
| 2 |
Oracle
ORCL
|
$85.5M |
| 3 |
Unity
U
|
$71.6M |
| 4 |
Microsoft
MSFT
|
$52.4M |
| 5 |
Adobe
ADBE
|
$52.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 52.8% |
| 2 | Communication Services | 28.22% |
| 3 | Healthcare | 18.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.86T
| $125M | 22.13% | +436,341 | New | +$125M |
|
2
STAAR Surgical
STAA
$1.36B
| $107M | 18.98% | 2,042,744 | – | – |
|
|
3
Oracle
ORCL
$635B
| $85.5M | 15.11% | +717,732 | New | +$85.5M |
|
|
4
Unity
U
$16.7B
| $71.6M | 12.66% | +1,649,500 | New | +$71.6M |
|
|
5
Microsoft
MSFT
$3.77T
| $52.4M | 9.27% | +154,000 | New | +$52.4M |
|
|
6
Adobe
ADBE
$151B
| $52.4M | 9.27% | +107,200 | New | +$52.4M |
|
7
Marvell Technology
MRVL
$54.2B
| $36.8M | 6.5% | +615,015 | New | +$36.8M |
|
8
iQIYI
IQ
$2.55B
| $34.4M | 6.09% | 6,450,000 | – | – |
|