Anatole Investment Management Ltd
Top Portfolio Positions
15 positions ·
$716,280,346 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LITE |
Lumentum Holdings Inc.
Technology
|
195,681 | $137,516,779 | 19.20% | |
| SNDK |
Sandisk Corp
Technology
|
192,755 | $122,464,961 | 17.10% | |
| CIEN |
Ciena Corp
Technology
|
313,445 | $121,688,752 | 16.99% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
1,212,292 | $115,664,779 | 16.15% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
502,925 | $51,388,876 | 7.17% | |
| SEDG |
Solaredge Technologies, Inc.
Technology
|
936,215 | $47,793,775 | 6.67% | |
| VG |
Venture Global, Inc.
Energy
|
2,631,199 | $41,467,696 | 5.79% | |
| STAA |
Staar Surgical Co
Healthcare
|
1,601,701 | $29,951,808 | 4.18% | |
| AXTI |
Axt Inc
Technology
|
463,225 | $26,394,560 | 3.68% | |
| SUPX |
SuperX AI Technology Ltd
Technology
|
1,800,000 | $14,400,000 | 2.01% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SLMT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,857,474 | 4,920,248 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,388,887 | 5,555,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $166,666,650 | 5,555,555 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||