Anatole Investment Management Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Anatole Investment Management Ltd reported 13 stock positions worth $352.6 million. Its top holding was Meta Platforms Class A (META) at 20.6% of the portfolio, followed by Tesla (TSLA, 18.5%) and Kranesh Csi China Internet (KWEB, 13.6%). Compared with Q2 2024, it opened 12 new positions, sold out of 6 and reduced 1. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Amphenol Class A (APH).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001693745
- Portfolio Value
- $352.6M (Q3 2024)
- SEC Filing
- 0001693745-24-000004 ↗ filed Nov 14, 2024
Holdings Value
Holdings 13 stocks · $352.6M
| META Meta Platforms Inc. Class A | 20.60% | 126,909 | $72.6M | New |
| TSLA Tesla Inc. | 18.48% | 249,060 | $65.2M | Reduce -0.8% |
| KWEB Kranesh Csi China Internet | 13.62% | 1,411,794 | $48.0M | New |
| U Unity Software Inc. | 10.52% | 1,640,167 | $37.1M | New |
| NVDA Nvidia Corp. | 8.96% | 260,227 | $31.6M | New |
| DASH DoorDash Inc. Class A | 8.19% | 202,400 | $28.9M | New |
| COIN Coinbase Global Inc. Class A | 6.52% | 128,989 | $23.0M | New |
| VST Vistra Corp. | 6.21% | 184,800 | $21.9M | New |
| CEG Constellation Energy | 5.98% | 81,051 | $21.1M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 3,935 | $1.1M | New |
| PANW Palo Alto Networks Inc. | 0.26% | 2,681 | $916K | New |
| AMZN Amazon.com Inc. | 0.21% | 3,990 | $743K | New |
| ACN Accenture PLC Class A | 0.13% | 1,287 | $455K | New |
Portfolio Sells Q2 2024 → Q3 2024
| APH Amphenol Corp. Class A | Sold out | 0.00% | −20.16 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −18.20 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −17.88 |
| OLED Universal Display Corp. | Sold out | 0.00% | −11.52 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −10.68 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −2.55 |
| TSLA Tesla Inc. | Reduce -0.8% | 18.48% | −0.54 |
Portfolio Buys Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | New | 20.60% | +20.60 |
| KWEB Kranesh Csi China Internet | New | 13.62% | +13.62 |
| U Unity Software Inc. | New | 10.52% | +10.52 |
| NVDA Nvidia Corp. | New | 8.96% | +8.96 |
| DASH DoorDash Inc. Class A | New | 8.19% | +8.19 |
| COIN Coinbase Global Inc. Class A | New | 6.52% | +6.52 |
| VST Vistra Corp. | New | 6.21% | +6.21 |
| CEG Constellation Energy | New | 5.98% | +5.98 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.31% | +0.31 |
| PANW Palo Alto Networks Inc. | New | 0.26% | +0.26 |
| AMZN Amazon.com Inc. | New | 0.21% | +0.21 |
| ACN Accenture PLC Class A | New | 0.13% | +0.13 |
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 |