Anatole Investment Management Ltd Portfolio Stock Holdings
Anatole Investment Management Ltd disclosed 15 stock positions valued at approximately $716.3 million in its latest SEC 13F filing. The largest holdings include Lumentum Holdings Inc, SanDisk Corp, and Ciena Corp. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $716.3M
Holdings by Sector
Anatole Investment Management Ltd Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Lumentum Holdings Inc | LITE | Technology | 19.20% | 195,681 | +195,681 | +100.00% | $137,516,780 |
| SanDisk Corp | SNDK | Other | 17.10% | 192,755 | -75,734 | -28.21% | $122,464,962 |
| Ciena Corp | CIEN | Technology | 16.99% | 313,445 | -188,153 | -37.51% | $121,688,752 |
| Circle Internet Group Inc | CRCL | Other | 16.15% | 1,212,292 | +1,212,292 | +100.00% | $115,664,780 |
| PDD Holdings Inc | PDD | Consumer Cyclical | 7.17% | 502,925 | -334,508 | -39.94% | $51,388,877 |
| SolarEdge Technologies Inc | SEDG | Technology | 6.67% | 936,215 | +936,215 | +100.00% | $47,793,776 |
| STAAR Surgical Co | STAA | Healthcare | 4.18% | 1,601,701 | +1,601,701 | +100.00% | $29,951,809 |
| AXT Inc | AXTI | Technology | 3.68% | 463,225 | +463,225 | +100.00% | $26,394,561 |
| Kingsoft Cloud Holdings Ltd | KC | Technology | 0.19% | 102,879 | +102,879 | +100.00% | $1,374,463 |
| Micron Technology Inc | MU | Technology | 0.17% | 3,583 | - | - | $1,210,481 |
| Lexinfintech Holdings Ltd | LX | Financial Services | 0.12% | 379,539 | -4,490,844 | -92.21% | $827,395 |
| Intel Corp | INTC | Technology | 0.04% | 6,312 | +6,312 | +100.00% | $278,549 |