Q1 2026 · 13F-HR
Anatole Investment Management Ltdholdings as filed
Filed 2026-05-15 · accession 0002081111-26-000123
$716.3M
Reported value
15
Positions
2026-03-31
Period end
The Brief · Anatole Investment Management Ltd · Q1 2026
AI · grounded in 13F
Anatole Investment Management Ltd initiated a new position in Lumentum Holdings Inc LITE worth $137.5M. The fund also established new stakes in Circle Internet Group Inc CRCL for $115.7M and SolarEdge Technologies Inc for $47.8M. These additions coincided with the complete exit of positions in Alphabet Inc GOOGL for $110.1M and JFrog Ltd for $86.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 55024U109 | LITE | Lumentum Holdings Inc | $137.5M | 19.2% | 195,681 | Common | SOLE |
| 80004C200 | SNDK | SanDisk Corp | $122.5M | 17.1% | 192,755 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp | $121.7M | 17.0% | 313,445 | Common | SOLE |
| 172573107 | CRCL | Circle Internet Group Inc | $115.7M | 16.1% | 1,212,292 | Common | SOLE |
| 722304102 | PDD | PDD Holdings Inc | $51.4M | 7.17% | 502,925 | Common | SOLE |
| 83417M104 | SEDG | SolarEdge Technologies Inc | $47.8M | 6.67% | 936,215 | Common | SOLE |
| 92333F101 | VG | Venture Global Inc | $41.5M | 5.79% | 2,631,199 | Common | SOLE |
| 852312305 | STAA | STAAR Surgical Co | $30.0M | 4.18% | 1,601,701 | Common | SOLE |
| 00246W103 | AXTI | AXT Inc | $26.4M | 3.68% | 463,225 | Common | SOLE |
| G5294K110 | SUPX | SuperX AI Technology Ltd | $14.4M | 2.01% | 1,800,000 | Common | SOLE |
| G13311116 | SLMT | Brera Holdings PLC | $3.9M | 0.54% | 4,920,248 | Common | SOLE |
| 49639K101 | KC | Kingsoft Cloud Holdings Ltd | $1.4M | 0.19% | 102,879 | Common | SOLE |
| 595112103 | MU | Micron Technology Inc | $1.2M | 0.17% | 3,583 | Common | SOLE |
| 528877103 | LX | Lexinfintech Holdings Ltd | $827,395 | 0.12% | 379,539 | Common | SOLE |
| 458140100 | INTC | Intel Corp | $278,549 | 0.04% | 6,312 | 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.