Anatole Investment Management Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Anatole Investment Management Ltd reported 8 stock positions worth $323.7 million. Its top holding was Nvidia (NVDA) at 20.1% of the portfolio, followed by Snowflake (SNOW, 20.0%) and Confluent Class A (CFLT, 16.3%). Compared with Q4 2023, it opened 4 new positions, sold out of 9, added to 3 and reduced 1. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001693745
- Portfolio Value
- $323.7M (Q1 2024)
- SEC Filing
- 0001693745-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 8 stocks · $323.7M
| NVDA Nvidia Corp. | 20.12% | 72,060 | $65.1M | New |
| SNOW Snowflake Inc. | 20.03% | 401,129 | $64.8M | Add +356.8% |
| CFLT Confluent Inc. Class A | 16.31% | 1,729,398 | $52.8M | Reduce -35.1% |
| TSLA Tesla Inc. | 11.66% | 214,760 | $37.8M | Add +187.4% |
| APH Amphenol Corp. Class A | 10.14% | 284,492 | $32.8M | New |
| INFA Informatica Inc. Class A | 9.52% | 880,141 | $30.8M | Add +3.0% |
| GCT Gigacloud Technology Inc. Class A | 6.18% | 748,573 | $20.0M | New |
| ESTC Elastic NV | 6.05% | 195,372 | $19.6M | New |
Portfolio Sells Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Sold out | 0.00% | −20.73 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −15.32 |
| INTC Intel Corp. | Sold out | 0.00% | −11.39 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −5.95 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −5.31 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −5.01 |
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −2.59 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −1.25 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −1.11 |
| CFLT Confluent Inc. Class A | Reduce -35.1% | 16.31% | +0.38 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | New | 20.12% | +20.12 |
| SNOW Snowflake Inc. | Add +356.8% | 20.03% | +15.56 |
| APH Amphenol Corp. Class A | New | 10.14% | +10.14 |
| TSLA Tesla Inc. | Add +187.4% | 11.66% | +6.92 |
| GCT Gigacloud Technology Inc. Class A | New | 6.18% | +6.18 |
| ESTC Elastic NV | New | 6.05% | +6.05 |
| INFA Informatica Inc. Class A | Add +3.0% | 9.52% | +3.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $589.8M | NBIS, RBRK, STAA, FCEL, SUPX |
| Q1 2026 | 15 | $716.3M | LITE, SNDK, CIEN, CRCL, PDD |
| Q4 2025 | 15 | $599.8M | CIEN, GOOGL, PDD, FROG, SNDK |
| Q3 2025 | 13 | $955.8M | NVDA, TSLA, GOOGL, MU, URNM |
| Q2 2025 | 14 | $581.0M | COIN, GOOGL, AMD, CYBR, NOW |
| Q1 2025 | 16 | $363.1M | INTC, LX, PDD, NVDA, WAY |
| Q4 2024 | 11 | $217.0M | AMZN, MSFT, COIN, LEU, U |
| Q3 2024 | 13 | $352.6M | META, TSLA, KWEB, U, NVDA |
| Q2 2024 | 7 | $261.1M | APH, TSLA, CFLT, QCOM, OLED |
| Q1 2024 | 8 | $323.7M | NVDA, SNOW, CFLT, TSLA, APH |