Institutional Fund
Anatole Investment Management Ltd
Central, Hong KongCIK 16937455 filings on record
Portfolio Value
$716.28M
Q1 2026
Holdings
15
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+19.4%
from $599.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc19.2%
- Sandisk Corp17.1%
- Ciena Corp17.0%
- Circle Internet Group Inc16.1%
- Pdd Holdings Inc7.2%
- Solaredge Technologies Inc6.7%
- Other16.7%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 195.7K | $137.52M | 19.2% | +195.7K | New |
| 2 | Sandisk Corp | 192.8K | $122.46M | 17.1% | −75.7K | Reduced |
| 3 | Ciena Corp | 313.4K | $121.69M | 17.0% | −188.2K | Reduced |
| 4 | Circle Internet Group Inc | 1.21M | $115.66M | 16.1% | +1.21M | New |
| 5 | Pdd Holdings Inc | 502.9K | $51.39M | 7.2% | −334.5K | Reduced |
| 6 | Solaredge Technologies Inc | 936.2K | $47.79M | 6.7% | +936.2K | New |
| 7 | Venture Global Inc | 2.63M | $41.47M | 5.8% | +2.63M | New |
| 8 | Staar Surgical Co | 1.60M | $29.95M | 4.2% | +1.60M | New |
| 9 | Axt Inc | 463.2K | $26.39M | 3.7% | +463.2K | New |
| 10 | Superx Ai Technology Ltd | 1.80M | $14.40M | 2.0% | 0 | Held |
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