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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
+73.05%
1 Year Est. Return
+502.49%
3 Year Est. Return
+1,629.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$218M
Cap. Flow
+$106M
Cap. Flow %
18.33%
Top 10 Hldgs %
91.52%
Holding
26
New
10
Increased
1
Reduced
3
Closed
12

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.2M
2
COIN icon
Coinbase
COIN
+$65.8M
3
CYBR
CyberArk
CYBR
+$52M
4
AMD icon
Advanced Micro Devices
AMD
+$50.2M
5
NOW icon
ServiceNow
NOW
+$48.6M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$66M
2
PDD icon
Pinduoduo
PDD
+$58.2M
3
NVDA icon
NVIDIA
NVDA
+$46.6M
4
WAY
Waystar Holding Corp
WAY
+$34.3M
5
LEU icon
Centrus Energy
LEU
+$23.2M

Sector Composition

Rank Sector Weight
1 Financials 34.43%
2 Technology 30.38%
3 Communication Services 13.19%
4 Energy 5.02%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
1
Coinbase
COIN
$38.6B
$98.7M 16.99%
+281,600
New +$65.8M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.36T
$76.6M 13.19%
+434,717
New +$71.2M
AMD icon
3
Advanced Micro Devices
AMD
$776B
$65.5M 11.27%
+461,500
New +$50.2M
CYBR
4
DELISTED
CyberArk
CYBR
$58.1M 10%
+142,733
New +$52M
NOW icon
5
ServiceNow
NOW
$115B
$52.9M 9.11%
+257,440
New +$48.6M
URNM icon
6
Sprott Uranium Miners ETF
URNM
$1.76B
$40.6M 6.98%
+846,300
New +$32.1M
LX
7
LexinFintech Holdings
LX
$241M
$37.7M 6.5%
5,234,337
-799,633
-13% -$6.2M
IBIT icon
8
iShares Bitcoin Trust
IBIT
$46.7B
$36.9M 6.35%
+603,167
New +$33.8M
HOOD icon
9
Robinhood
HOOD
$77.8B
$35.5M 6.11%
379,200
-13,438
-3% -$795K
LEU icon
10
Centrus Energy
LEU
$3.48B
$29.2M 5.02%
159,300
-217,504
-58% -$23.2M
LRN icon
11
Stride
LRN
$3.41B
$21.2M 3.65%
146,023
+4,339
+3% +$628K
CUBI icon
12
Customers Bancorp
CUBI
$2.66B
$17.6M 3.03%
+299,500
New +$15.2M
SBET icon
13
Sharplink Inc
SBET
$1.29B
$6.33M 1.09%
+637,700
New +$8.64M
DFDV
14
DeFi Development Corp
DFDV
$77.1M
$4.15M 0.71%
+213,070
New +$3.07M
AMZN icon
15
Amazon
AMZN
$2.92T
– –
-5,110
Closed -$972K
CMG icon
16
Chipotle Mexican Grill
CMG
$47.2B
– –
-10,012
Closed -$503K
INTC icon
17
Intel
INTC
$455B
– –
-2,908,266
Closed -$66M
META icon
18
Meta Platforms (Facebook)
META
$1.42T
– –
-2,488
Closed -$1.43M
NVDA icon
19
NVIDIA
NVDA
$4.86T
– –
-429,782
Closed -$46.6M
PDD icon
20
Pinduoduo
PDD
$126B
– –
-491,799
Closed -$58.2M
SPY icon
21
State Street SPDR S&P 500 ETF Trust
SPY
$790B
– –
-906
Closed -$507K
TAL icon
22
TAL Education Group
TAL
$6.93B
– –
-1,237,269
Closed -$16.3M
TLT icon
23
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
– –
-10,802
Closed -$983K
Z icon
24
Zillow
Z
$7.79B
– –
-6,731
Closed -$461K
ZETA icon
25
Zeta Global
ZETA
$5.38B
– –
-1,339,969
Closed -$18.2M
1
2

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LFA
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CFGSD
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ECM
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KC
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Anatole Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Anatole Investment Management held 26 positions worth $581M, up 60% from $363M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Anatole Investment Management deployed $106M of net new capital in Q2 2025, opening 10 new positions and adding to 1 existing holding. Its largest new stake was Alphabet (Google) Class A: 434,717 shares worth $76.6M.

By sector, the portfolio is most concentrated in Financials at 34% of assets, up from 21% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Centrus Energy, an estimated $23.2M trimmed.

  • Anatole Investment Management's largest Q2 2025 buy was Alphabet (Google) Class A: 434,717 shares worth $76.6M.
  • Anatole Investment Management added most to Stride in Q2 2025, an estimated $628K increase.
  • Anatole Investment Management's biggest Q2 2025 reduction was Centrus Energy, cutting an estimated $23.2M.
  • Anatole Investment Management fully exited Intel in Q2 2025, selling an estimated $66M.
  • Anatole Investment Management's ten largest holdings make up 92% of its $581M portfolio in Q2 2025.
  • Anatole Investment Management opened 10 new positions and closed 12 in Q2 2025.
  • Anatole Investment Management's portfolio value rose 60% quarter-over-quarter to $581M.

Based on Anatole Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.