AIM

Anatole Investment Management Portfolio holdings

AUM $581M
1-Year Est. Return 183.73%
This Quarter Est. Return
1 Year Est. Return
+183.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$60.9M
3
+$58.2M
4
NVDA icon
NVIDIA
NVDA
+$45.5M
5
WAY
Waystar Holding Corp
WAY
+$34.3M

Top Sells

1
+$45.6M
2
+$45.4M
3
+$37.5M
4
U icon
Unity
U
+$25.8M
5
SE icon
Sea Limited
SE
+$22.1M

Sector Composition

1 Technology 36.02%
2 Financials 21.27%
3 Consumer Discretionary 16.43%
4 Healthcare 9.46%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
1
Intel
INTC
$176B
$66M 18.19%
+2,908,266
LX
2
LexinFintech Holdings
LX
$843M
$60.9M 16.77%
+6,033,970
PDD icon
3
Pinduoduo
PDD
$182B
$58.2M 16.03%
+491,799
NVDA icon
4
NVIDIA
NVDA
$4.46T
$46.6M 12.83%
429,782
+419,897
WAY
5
Waystar Holding Corp
WAY
$7.06B
$34.3M 9.46%
+919,178
LEU icon
6
Centrus Energy
LEU
$6.92B
$23.4M 6.46%
376,804
-41,756
ZETA icon
7
Zeta Global
ZETA
$4.24B
$18.2M 5%
+1,339,969
LRN icon
8
Stride
LRN
$6.32B
$17.9M 4.94%
+141,684
TAL icon
9
TAL Education Group
TAL
$6.75B
$16.3M 4.5%
+1,237,269
HOOD icon
10
Robinhood
HOOD
$115B
$16.3M 4.5%
+392,638
META icon
11
Meta Platforms (Facebook)
META
$1.8T
$1.43M 0.39%
+2,488
TLT icon
12
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$983K 0.27%
+10,802
AMZN icon
13
Amazon
AMZN
$2.27T
$972K 0.27%
5,110
-239,910
SPY icon
14
SPDR S&P 500 ETF Trust
SPY
$660B
$507K 0.14%
+906
CMG icon
15
Chipotle Mexican Grill
CMG
$56.1B
$503K 0.14%
+10,012
Z icon
16
Zillow
Z
$17.7B
$461K 0.13%
+6,731
ACN icon
17
Accenture
ACN
$148B
– –
-1,287
CEG icon
18
Constellation Energy
CEG
$121B
– –
-1,751
COIN icon
19
Coinbase
COIN
$86.3B
– –
-151,169
CRWD icon
20
CrowdStrike
CRWD
$122B
– –
-3,935
MSFT icon
21
Microsoft
MSFT
$3.82T
– –
-107,649
PANW icon
22
Palo Alto Networks
PANW
$141B
– –
-5,362
SE icon
23
Sea Limited
SE
$94.8B
– –
-208,655
U icon
24
Unity
U
$14.9B
– –
-1,148,112