Q3 2025 · 13F-HR
Anatole Investment Management Ltdholdings as filed
Filed 2025-11-14 · accession 0002081111-25-000038
$955.8M
Reported value
13
Positions
2025-09-30
Period end
The Brief · Anatole Investment Management Ltd · Q3 2025
AI · grounded in 13F
Anatole Investment Management Ltd established a new position in NVDA valued at $149.6M. The fund also opened new stakes in TSLA for $145.9M and MU for $96.2M. On the sell side, the manager closed its positions in COIN and AMD, reducing exposure by $98.7M and $65.5M respectively. Additionally, the fund increased its holding in GOOGL by 16.6%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corporation | $149.6M | 15.7% | 801,917 | Common | SOLE |
| 88160R101 | TSLA | Tesla Inc | $145.9M | 15.3% | 328,005 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $123.2M | 12.9% | 506,802 | Common | SOLE |
| 595112103 | MU | Micron Technology Inc | $96.2M | 10.1% | 575,020 | Common | SOLE |
| 85208P303 | URNM | Sprott Funds Trust | $82.4M | 8.62% | 1,363,508 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp | $76.3M | 7.98% | 523,688 | Common | SOLE |
| 80004C200 | SNDK | Sandisk Corp | $71.5M | 7.48% | 637,490 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets Inc | $55.0M | 5.76% | 384,400 | Common | SOLE |
| 15643U104 | LEU | Centrus Energy Corp | $50.2M | 5.26% | 162,000 | Common | SOLE |
| 820014405 | SBET | Sharplink Gaming Inc | $33.4M | 3.49% | 1,963,497 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp | $32.6M | 3.41% | 271,300 | Common | SOLE |
| G13311116 | SLMT | Brera Holdings PLC | $25.0M | 2.62% | 5,555,555 | Common | SOLE |
| 528877103 | LX | Lexinfintech Holdings Ltd | $14.5M | 1.51% | 2,711,137 | 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.