Q4 2023 · 13F-HR
Anatole Investment Management Ltdholdings as filed
Filed 2024-02-14 · accession 0001693745-24-000001
$391.2M
Reported value
13
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | Microsoft Corp | $81.1M | 20.7% | 215,729 | Common | SOLE |
| 20717M103 | 8QR | Confluent Inc | $62.3M | 15.9% | 2,662,866 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices Inc | $59.9M | 15.3% | 406,613 | Common | SOLE |
| 458140100 | INTC | Intel Corp | $44.6M | 11.4% | 886,736 | Common | SOLE |
| 45674M101 | INFA1EUR | Informatica Inc | $24.3M | 6.20% | 854,181 | Common | SOLE |
| 042068205 | ARM | ARM Holdings Plc | $23.3M | 5.95% | 309,887 | Common | SOLE |
| 852312305 | STAA | Staar Surgical Co | $20.8M | 5.31% | 665,142 | Common | SOLE |
| 418100103 | HCP2EUR | Hashicorp Inc | $19.6M | 5.01% | 829,868 | Common | SOLE |
| 88160R101 | TSLA | Tesla Inc | $18.6M | 4.75% | 74,722 | Common | SOLE |
| 833445109 | SNOW | Snowflake Inc | $17.5M | 4.47% | 87,807 | Common | SOLE |
| 03823U102 | AAOI | Applied Optoelectronics Inc | $10.1M | 2.59% | 525,222 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies Inc | $4.9M | 1.25% | 284,128 | Common | SOLE |
| M6191J100 | FROG | JFrog Ltd | $4.3M | 1.11% | 125,179 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.