Anatole Investment Management Ltd 13F holdings
Anatole Investment Management Ltd reported 13 positions with a total reported value of $589.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NBIS Nebius Group N.V. (51.2%), RBRK Rubrik Inc. (29.8%), STAA STAAR Surgical Co (8.0%), FCEL FuelCell Energy Inc (7.1%), SUPX SuperX AI Technology Ltd (1.3%). Against 2026-03-31 it opened 6 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
13 largest of 13 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NBIS Nebius Group N.V. | 1,093,920 | $302.1M | 51.2% |
| RBRK Rubrik Inc. | 2,189,257 | $175.8M | 29.8% |
| STAA STAAR Surgical Co | 1,651,701 | $47.4M | 8.0% |
| FCEL FuelCell Energy Inc | 1,165,501 | $42.0M | 7.1% |
| SUPX SuperX AI Technology Ltd | 954,984 | $7.6M | 1.3% |
| SNDK SanDisk Corp | 2,149 | $4.9M | 0.8% |
| SLMT Brera Holdings PLC | 492,025 | $2.5M | 0.4% |
| MU Micron Technology Inc | 1,886 | $2.2M | 0.4% |
| INTC Intel Corp | 10,312 | $1.4M | 0.2% |
| CIEN Ciena Corp | 2,782 | $1.4M | 0.2% |
| MRVL Marvell Technology Inc | 3,061 | $911.8K | 0.2% |
| POET Poet Technologies Inc | 87,330 | $897.8K | 0.2% |
| AMD Advanced Micro Devices Inc | 1,312 | $762.2K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| LITE Lumentum Holdings Inc | 195,681 | $137.5M | 19.2% |
| CRCL Circle Internet Group Inc | 1,212,292 | $115.7M | 16.1% |
| PDD PDD Holdings Inc | 502,925 | $51.4M | 7.2% |
| SEDG SolarEdge Technologies Inc | 936,215 | $47.8M | 6.7% |
| VG Venture Global Inc | 2,631,199 | $41.5M | 5.8% |
| AXTI AXT Inc | 463,225 | $26.4M | 3.7% |
| KC Kingsoft Cloud Holdings Ltd | 102,879 | $1.4M | 0.2% |
| LX Lexinfintech Holdings Ltd | 379,539 | $827.4K | 0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| STAA STAAR Surgical Co | 1,601,701 | 1,651,701 | +3.1% | $47.4M |
| INTC Intel Corp | 6,312 | 10,312 | +63.4% | $1.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SNDK SanDisk Corp | 192,755 | 2,149 | -98.9% | $4.9M |
| CIEN Ciena Corp | 313,445 | 2,782 | -99.1% | $1.4M |
| SLMT Brera Holdings PLC | 4,920,248 | 492,025 | -90.0% | $2.5M |
| SUPX SuperX AI Technology Ltd | 1,800,000 | 954,984 | -46.9% | $7.6M |
| MU Micron Technology Inc | 3,583 | 1,886 | -47.4% | $2.2M |
CIK 1693745 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
