Anatole Investment Management Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Anatole Investment Management Ltd disclosed 15 US equity positions worth $599.8m in its Q4 2025 13F filing. The largest position was CIEN at 19.6% of the reported book, followed by GOOGL and PDD. Against the Q3 2025 filing, it opened 5 new positions, added to 1 and reduced 7 among the top 15 holdings.
What did Anatole Investment Management Ltd own in Q4 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CIEN Ciena Corp | Technology | 19.6% | $117.3m | 501,598 | -4% | reduced |
| 2 | GOOGL Alphabet Inc | Communication Services | 18.4% | $110.1m | 351,645 | -31% | reduced |
| 3 | PDD PDD Holdings Inc | Consumer Cyclical | 15.8% | $95.0m | 837,433 | – | new |
| 4 | FROG JFrog Ltd | Technology | 14.4% | $86.6m | 1,385,795 | – | new |
| 5 | SNDK Sandisk Corp | Technology | 10.6% | $63.7m | 268,489 | -58% | reduced |
| 6 | HOOD Robinhood Markets Inc | Financial Services | 7.2% | $43.4m | 383,400 | -0% | held |
| 7 | PANW Palo Alto Networks Inc | Technology | 5.2% | $31.0m | 168,289 | – | new |
| 8 | SUPX SuperX AI Technology Ltd | 3.9% | $23.4m | 1,800,000 | – | new | |
| 9 | LX Lexinfintech Holdings Ltd | Financial Services | 2.7% | $15.9m | 4,870,383 | 80% | added |
| 10 | Brera Holdings PLC | 1.7% | $10.4m | 5,555,555 | 0% | held | |
| 11 | MU Micron Technology Inc | Technology | 0.2% | $1.0m | 3,583 | -99% | reduced |
| 12 | NVDA Nvidia Corporation | Technology | 0.2% | $989.6k | 5,306 | -99% | reduced |
| 13 | SBET Sharplink Gaming Inc | Financial Services | 0.1% | $507.9k | 56,808 | -97% | reduced |
| 14 | URNM Sprott Funds Trust | 0.1% | $427.9k | 7,796 | -99% | reduced | |
| 15 | TSM Taiwan Semiconductor MFG Ltd | Technology | 0.0% | $151.9k | 500 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.