Anatole Investment Management Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Anatole Investment Management Ltd reported 13 stock positions worth $955.8 million. Its top holding was Nvidia (NVDA) at 15.7% of the portfolio, followed by Tesla (TSLA, 15.3%) and Alphabet Class A (GOOGL, 12.9%). Compared with Q2 2025, it opened 8 new positions, sold out of 9, added to 4 and reduced 1. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Coinbase Global Class A (COIN).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001693745
- Portfolio Value
- $955.8M (Q3 2025)
- SEC Filing
- 0002081111-25-000038 ↗ filed Nov 14, 2025
Holdings Value
Holdings 13 stocks · $955.8M
| NVDA Nvidia Corp. | 15.65% | 801,917 | $149.6M | New |
| TSLA Tesla Inc. | 15.26% | 328,005 | $145.9M | New |
| GOOGL Alphabet Inc. Class A | 12.89% | 506,802 | $123.2M | Add +16.6% |
| MU Micron Technology Inc. | 10.07% | 575,020 | $96.2M | New |
| URNM Sprott Uranium Miners ETF | 8.62% | 1,363,508 | $82.4M | Add +61.1% |
| CIEN Ciena Corp. | 7.98% | 523,688 | $76.3M | New |
| SNDK Sandisk Corp. | 7.48% | 637,490 | $71.5M | New |
| HOOD Robinhood Markets Inc. Class A | 5.76% | 384,400 | $55.0M | Add +1.4% |
| LEU Centrus Energy Corp. Class A | 5.26% | 162,000 | $50.2M | Add +1.7% |
| SBET Sharplink Inc. | 3.49% | 1,963,497 | $33.4M | New |
| WDC Western Digital Corp. | 3.41% | 271,300 | $32.6M | New |
| SLMT Brera Holdings PLC Class B | 2.62% | 5,555,555 | $25.0M | New |
| LX Lexinfintech Holdings L-ADR | 1.51% | 2,711,137 | $14.5M | Reduce -48.2% |
Portfolio Sells Q2 2025 → Q3 2025
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −16.99 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −11.27 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −10.00 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −9.11 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −6.35 |
| LX Lexinfintech Holdings L-ADR | Reduce -48.2% | 1.51% | −4.98 |
| LRN Stride Inc. | Sold out | 0.00% | −3.65 |
| CUBI Customers Bancorp Inc. | Sold out | 0.00% | −3.03 |
| SHARPLINK GAMING INC | Sold out | 0.00% | −1.09 |
| DFDV Defi Development Corp. | Sold out | 0.00% | −0.71 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | New | 15.65% | +15.65 |
| TSLA Tesla Inc. | New | 15.26% | +15.26 |
| MU Micron Technology Inc. | New | 10.07% | +10.07 |
| CIEN Ciena Corp. | New | 7.98% | +7.98 |
| SNDK Sandisk Corp. | New | 7.48% | +7.48 |
| SBET Sharplink Inc. | New | 3.49% | +3.49 |
| WDC Western Digital Corp. | New | 3.41% | +3.41 |
| SLMT Brera Holdings PLC Class B | New | 2.62% | +2.62 |
| URNM Sprott Uranium Miners ETF | Add +61.1% | 8.62% | +1.64 |
| LEU Centrus Energy Corp. Class A | Add +1.7% | 5.26% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +16.6% | 12.89% | −0.30 |
| HOOD Robinhood Markets Inc. Class A | Add +1.4% | 5.76% | −0.35 |
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 |