Anatole Investment Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Anatole Investment Management LTD disclosed 15 US equity positions worth $716.3m in its Q1 2026 13F filing. The largest position was LITE at 19.2% of the reported book, followed by SNDK and CIEN.
What did Anatole Investment Management LTD own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LITE Lumentum Holdings Inc | Technology | 19.2% | $137.5m | 195,681 | – | |
| 2 | SNDK SanDisk Corp | Technology | 17.1% | $122.5m | 192,755 | – | |
| 3 | CIEN Ciena Corp | Technology | 17.0% | $121.7m | 313,445 | – | |
| 4 | CRCL Circle Internet Group Inc | Financial Services | 16.1% | $115.7m | 1,212,292 | – | |
| 5 | PDD PDD Holdings Inc | Consumer Cyclical | 7.2% | $51.4m | 502,925 | – | |
| 6 | SEDG SolarEdge Technologies Inc | Technology | 6.7% | $47.8m | 936,215 | – | |
| 7 | VG Venture Global Inc | Energy | 5.8% | $41.5m | 2,631,199 | – | |
| 8 | STAA STAAR Surgical Co | Healthcare | 4.2% | $30.0m | 1,601,701 | – | |
| 9 | AXTI AXT Inc | Technology | 3.7% | $26.4m | 463,225 | – | |
| 10 | SUPX SuperX AI Technology Ltd | 2.0% | $14.4m | 1,800,000 | – | ||
| 11 | Brera Holdings PLC | 0.5% | $3.9m | 4,920,248 | – | ||
| 12 | KC Kingsoft Cloud Holdings Ltd | Technology | 0.2% | $1.4m | 102,879 | – | |
| 13 | MU Micron Technology Inc | Technology | 0.2% | $1.2m | 3,583 | – | |
| 14 | LX Lexinfintech Holdings Ltd | Financial Services | 0.1% | $827.4k | 379,539 | – | |
| 15 | INTC Intel Corp | Technology | 0.0% | $278.5k | 6,312 | – |
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.