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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
+17.34%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$363M
AUM Growth
+$146M
Cap. Flow
+$151M
Cap. Flow %
41.51%
Top 10 Hldgs %
98.66%
Holding
24
New
13
Increased
1
Reduced
2
Closed
8

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$63.6M
2
PDD icon
Pinduoduo
PDD
+$56.4M
3
NVDA icon
NVIDIA
NVDA
+$53.2M
4
LX
LexinFintech Holdings
LX
+$50.6M
5
WAY
Waystar Holding Corp
WAY
+$36.4M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$52.1M
2
MSFT icon
Microsoft
MSFT
+$45.4M
3
COIN icon
Coinbase
COIN
+$37.5M
4
U icon
Unity
U
+$25.8M
5
SE icon
Sea Limited
SE
+$22.1M

Sector Composition

Rank Sector Weight
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
$455B
$66M 18.19%
+2,908,266
New +$63.6M
LX
2
LexinFintech Holdings
LX
$241M
$60.9M 16.77%
+6,033,970
New +$50.6M
PDD icon
3
Pinduoduo
PDD
$126B
$58.2M 16.03%
+491,799
New +$56.4M
NVDA icon
4
NVIDIA
NVDA
$4.86T
$46.6M 12.83%
429,782
+419,897
+4,248% +$53.2M
WAY
5
Waystar Holding Corp
WAY
$4.05B
$34.3M 9.46%
+919,178
New +$36.4M
LEU icon
6
Centrus Energy
LEU
$3.48B
$23.4M 6.46%
376,804
-41,756
-10% -$3.52M
ZETA icon
7
Zeta Global
ZETA
$5.38B
$18.2M 5%
+1,339,969
New +$23.9M
LRN icon
8
Stride
LRN
$3.41B
$17.9M 4.94%
+141,684
New +$17.9M
TAL icon
9
TAL Education Group
TAL
$6.93B
$16.3M 4.5%
+1,237,269
New +$15.4M
HOOD icon
10
Robinhood
HOOD
$77.8B
$16.3M 4.5%
+392,638
New +$18.7M
META icon
11
Meta Platforms (Facebook)
META
$1.42T
$1.43M 0.39%
+2,488
New +$1.61M
TLT icon
12
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$983K 0.27%
+10,802
New +$962K
AMZN icon
13
Amazon
AMZN
$2.92T
$972K 0.27%
5,110
-239,910
-98% -$52.1M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$507K 0.14%
+906
New +$533K
CMG icon
15
Chipotle Mexican Grill
CMG
$47.2B
$503K 0.14%
+10,012
New +$544K
Z icon
16
Zillow
Z
$7.79B
$461K 0.13%
+6,731
New +$514K
ACN icon
17
Accenture
ACN
$102B
– –
-1,287
Closed -$453K
CEG icon
18
Constellation Energy
CEG
$93.8B
– –
-1,751
Closed -$392K
COIN icon
19
Coinbase
COIN
$38.6B
– –
-151,169
Closed -$37.5M
CRWD icon
20
CrowdStrike
CRWD
$194B
– –
-15,740
Closed -$1.35M
MSFT icon
21
Microsoft
MSFT
$3.45T
– –
-107,649
Closed -$45.4M
PANW icon
22
Palo Alto Networks
PANW
$270B
– –
-5,362
Closed -$976K
SE icon
23
Sea Limited
SE
$65.4B
– –
-208,655
Closed -$22.1M
U icon
24
Unity
U
$13.8B
– –
-1,148,112
Closed -$25.8M

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LFA
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CFGSD
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ECM
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Anatole Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Anatole Investment Management held 24 positions worth $363M, up 67% from $217M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Anatole Investment Management deployed $151M of net new capital in Q1 2025, opening 13 new positions and adding to 1 existing holding. Its largest new stake was Intel: 2,908,266 shares worth $66M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Amazon, an estimated $52.1M trimmed.

  • Anatole Investment Management's largest Q1 2025 buy was Intel: 2,908,266 shares worth $66M.
  • Anatole Investment Management added most to NVIDIA in Q1 2025, an estimated $53.2M increase.
  • Anatole Investment Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $52.1M.
  • Anatole Investment Management fully exited Microsoft in Q1 2025, selling an estimated $45.4M.
  • Anatole Investment Management's ten largest holdings make up 99% of its $363M portfolio in Q1 2025.
  • Anatole Investment Management opened 13 new positions and closed 8 in Q1 2025.
  • Anatole Investment Management's portfolio value rose 67% quarter-over-quarter to $363M.

Based on Anatole Investment Management's 13F filing for Q1 2025, filed 15 May 2025.