Anatole Investment Management Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Anatole Investment Management Ltd reported 7 stock positions worth $261.1 million. Its top holding was Amphenol Class A (APH) at 20.2% of the portfolio, followed by Tesla (TSLA, 19.0%) and Confluent Class A (CFLT, 18.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 2 and reduced 2. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale an exit from Nvidia (NVDA).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0001693745
Portfolio Value
$261.1M (Q2 2024)
SEC Filing
0001693745-24-000003 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $323.7M Q1 2024 Q2 2024: $261.1M $261.1M Q2 2024 Q3 2024: $352.6M Q3 2024 Q4 2024: $217.0M Q4 2024 Q1 2025: $363.1M Q1 2025 Q2 2025: $581.0M Q2 2025 Q3 2025: $955.8M Q3 2025 Q4 2025: $599.8M Q4 2025 Q1 2026: $716.3M Q1 2026 Q2 2026: $589.8M Q2 2026

Holdings 7 stocks · $261.1M
APH Amphenol Corp. Class A 20.16% 781,492 $52.6M Add +37.4%
TSLA Tesla Inc. 19.02% 250,945 $49.7M Add +16.9%
CFLT Confluent Inc. Class A 18.20% 1,608,915 $47.5M Reduce -7.0%
QCOM Qualcomm Inc. 17.88% 234,354 $46.7M New
OLED Universal Display Corp. 11.52% 143,026 $30.1M New
SNOW Snowflake Inc. 10.68% 206,322 $27.9M Reduce -48.6%
PLTR Palantir Technologies Inc. Class A 2.55% 262,800 $6.7M New

Portfolio Sells Q1 2024 → Q2 2024
NVDA Nvidia Corp. Sold out 0.00% −20.12
INFA Informatica Inc. Class A Sold out 0.00% −9.52
SNOW Snowflake Inc. Reduce -48.6% 10.68% −9.35
GCT Gigacloud Technology Inc. Class A Sold out 0.00% −6.18
ESTC Elastic NV Sold out 0.00% −6.05
CFLT Confluent Inc. Class A Reduce -7.0% 18.20% +1.89

Portfolio Buys Q1 2024 → Q2 2024
QCOM Qualcomm Inc. New 17.88% +17.88
OLED Universal Display Corp. New 11.52% +11.52
APH Amphenol Corp. Class A Add +37.4% 20.16% +10.03
TSLA Tesla Inc. Add +16.9% 19.02% +7.35
PLTR Palantir Technologies Inc. Class A New 2.55% +2.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$589.8MNBIS, RBRK, STAA, FCEL, SUPX
Q1 2026 15$716.3MLITE, SNDK, CIEN, CRCL, PDD
Q4 2025 15$599.8MCIEN, GOOGL, PDD, FROG, SNDK
Q3 2025 13$955.8MNVDA, TSLA, GOOGL, MU, URNM
Q2 2025 14$581.0MCOIN, GOOGL, AMD, CYBR, NOW
Q1 2025 16$363.1MINTC, LX, PDD, NVDA, WAY
Q4 2024 11$217.0MAMZN, MSFT, COIN, LEU, U
Q3 2024 13$352.6MMETA, TSLA, KWEB, U, NVDA
Q2 2024 7$261.1MAPH, TSLA, CFLT, QCOM, OLED
Q1 2024 8$323.7MNVDA, SNOW, CFLT, TSLA, APH