Anatole Investment Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Anatole Investment Management Ltd reported 14 stock positions worth $581.0 million. Its top holding was Coinbase Global Class A (COIN) at 17.0% of the portfolio, followed by Alphabet Class A (GOOGL, 13.2%) and Advanced Micro Devices (AMD, 11.3%). Compared with Q1 2025, it opened 10 new positions, sold out of 12, added to 1 and reduced 3. The biggest buy was a new position in Coinbase Global Class A (COIN) and the biggest sale an exit from Intel (INTC).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001693745
- Portfolio Value
- $581.0M (Q2 2025)
- SEC Filing
- 0001693745-25-000004 ↗ filed Aug 15, 2025
Holdings Value
Holdings 14 stocks · $581.0M
| COIN Coinbase Global Inc. Class A | 16.99% | 281,600 | $98.7M | New |
| GOOGL Alphabet Inc. Class A | 13.19% | 434,717 | $76.6M | New |
| AMD Advanced Micro Devices | 11.27% | 461,500 | $65.5M | New |
| CYBR Cyberark Software Ltd./Israel | 10.00% | 142,733 | $58.1M | New |
| NOW ServiceNow Inc. | 9.11% | 51,488 | $52.9M | New |
| URNM Sprott Uranium Miners ETF | 6.98% | 846,300 | $40.6M | New |
| LX Lexinfintech Holdings L-ADR | 6.50% | 5,234,337 | $37.7M | Reduce -13.3% |
| IBIT iShares Bitcoin Trust ETF | 6.35% | 603,167 | $36.9M | New |
| HOOD Robinhood Markets Inc. Class A | 6.11% | 379,200 | $35.5M | Reduce -3.4% |
| LEU Centrus Energy Corp. Class A | 5.02% | 159,300 | $29.2M | Reduce -57.7% |
| LRN Stride Inc. | 3.65% | 146,023 | $21.2M | Add +3.1% |
| CUBI Customers Bancorp Inc. | 3.03% | 299,500 | $17.6M | New |
| SHARPLINK GAMING INC | 1.09% | 637,700 | $6.3M | New |
| DFDV Defi Development Corp. | 0.71% | 193,700 | $4.2M | New |
Portfolio Sells Q1 2025 → Q2 2025
| INTC Intel Corp. | Sold out | 0.00% | −18.19 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −16.03 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −12.83 |
| LX Lexinfintech Holdings L-ADR | Reduce -13.3% | 6.50% | −10.27 |
| WAY Waystar Holding Corp. | Sold out | 0.00% | −9.46 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −5.00 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −4.50 |
| LEU Centrus Energy Corp. Class A | Reduce -57.7% | 5.02% | −1.43 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.39 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.27 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.14 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.13 |
| HOOD Robinhood Markets Inc. Class A | Reduce -3.4% | 6.11% | +1.61 |
Portfolio Buys Q1 2025 → Q2 2025
| COIN Coinbase Global Inc. Class A | New | 16.99% | +16.99 |
| GOOGL Alphabet Inc. Class A | New | 13.19% | +13.19 |
| AMD Advanced Micro Devices | New | 11.27% | +11.27 |
| CYBR Cyberark Software Ltd./Israel | New | 10.00% | +10.00 |
| NOW ServiceNow Inc. | New | 9.11% | +9.11 |
| URNM Sprott Uranium Miners ETF | New | 6.98% | +6.98 |
| IBIT iShares Bitcoin Trust ETF | New | 6.35% | +6.35 |
| CUBI Customers Bancorp Inc. | New | 3.03% | +3.03 |
| SHARPLINK GAMING INC | New | 1.09% | +1.09 |
| DFDV Defi Development Corp. | New | 0.71% | +0.71 |
| LRN Stride Inc. | Add +3.1% | 3.65% | −1.29 |
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 |