Filed: 5/15/2026ACC: 0002081111-26-000123
📋 What this filing means
ANATOLE INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $716.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$716.28M
Total AUM (reported)
15.26M
Total Shares
Allocation by class
COM$335.66M46.9%
COM CL A$157.13M21.9%
COM NEW$121.69M17.0%
SPONSORED ADS$51.39M7.2%
COM PAR $0.01$29.95M4.2%
USD ORD SHS NEW$14.40M2.0%
COM CL B NEW$3.86M0.5%
Portfolio Concentration
Top 3$381.67M53.3%
4–10$327.06M45.7%
11–25$7.55M1.1%
Top 3 weight
53.3%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 15.26M
Sole
Full voting authority
15.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
Lumentum Holdings Inc
SOLEShares195.68K
TypeSH
Market value$137.52M
19.20%
Sole
195.68K
Shared
0.00
None
0.00
SanDisk Corp
SOLEShares192.75K
TypeSH
Market value$122.46M
17.10%
Sole
192.75K
Shared
0.00
None
0.00
Ciena Corp
SOLEShares313.44K
TypeSH
Market value$121.69M
16.99%
Sole
313.44K
Shared
0.00
None
0.00
Circle Internet Group Inc
SOLEShares1.21M
TypeSH
Market value$115.66M
16.15%
Sole
1.21M
Shared
0.00
None
0.00
PDD Holdings Inc
SOLEShares502.93K
TypeSH
Market value$51.39M
7.17%
Sole
502.93K
Shared
0.00
None
0.00
SolarEdge Technologies Inc
SOLEShares936.22K
TypeSH
Market value$47.79M
6.67%
Sole
936.22K
Shared
0.00
None
0.00
Venture Global Inc
SOLEShares2.63M
TypeSH
Market value$41.47M
5.79%
Sole
2.63M
Shared
0.00
None
0.00
STAAR Surgical Co
SOLEShares1.60M
TypeSH
Market value$29.95M
4.18%
Sole
1.60M
Shared
0.00
None
0.00
AXT Inc
SOLEShares463.23K
TypeSH
Market value$26.39M
3.68%
Sole
463.23K
Shared
0.00
None
0.00
SuperX AI Technology Ltd
SOLEShares1.80M
TypeSH
Market value$14.40M
2.01%
Sole
1.80M
Shared
0.00
None
0.00
Brera Holdings PLC
SOLEShares4.92M
TypeSH
Market value$3.86M
0.54%
Sole
4.92M
Shared
0.00
None
0.00
Kingsoft Cloud Holdings Ltd
SOLEShares102.88K
TypeSH
Market value$1.37M
0.19%
Sole
102.88K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares3.58K
TypeSH
Market value$1.21M
0.17%
Sole
3.58K
Shared
0.00
None
0.00
Lexinfintech Holdings Ltd
SOLEShares379.54K
TypeSH
Market value$827.4K
0.12%
Sole
379.54K
Shared
0.00
None
0.00
Intel Corp
SOLEShares6.31K
TypeSH
Market value$278.5K
0.04%
Sole
6.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lumentum Holdings IncSOLE | COM | 195.68K | SH | $137.52M 19.20% | 195.68K | 0.00 | 0.00 |
SanDisk CorpSOLE | COM | 192.75K | SH | $122.46M 17.10% | 192.75K | 0.00 | 0.00 |
Ciena CorpSOLE | COM NEW | 313.44K | SH | $121.69M 16.99% | 313.44K | 0.00 | 0.00 |
Circle Internet Group IncSOLE | COM CL A | 1.21M | SH | $115.66M 16.15% | 1.21M | 0.00 | 0.00 |
PDD Holdings IncSOLE | SPONSORED ADS | 502.93K | SH | $51.39M 7.17% | 502.93K | 0.00 | 0.00 |
SolarEdge Technologies IncSOLE | COM | 936.22K | SH | $47.79M 6.67% | 936.22K | 0.00 | 0.00 |
Venture Global IncSOLE | COM CL A | 2.63M | SH | $41.47M 5.79% | 2.63M | 0.00 | 0.00 |
STAAR Surgical CoSOLE | COM PAR $0.01 | 1.60M | SH | $29.95M 4.18% | 1.60M | 0.00 | 0.00 |
AXT IncSOLE | COM | 463.23K | SH | $26.39M 3.68% | 463.23K | 0.00 | 0.00 |
SuperX AI Technology LtdSOLE | USD ORD SHS NEW | 1.80M | SH | $14.40M 2.01% | 1.80M | 0.00 | 0.00 |
Brera Holdings PLCSOLE | COM CL B NEW | 4.92M | SH | $3.86M 0.54% | 4.92M | 0.00 | 0.00 |
Kingsoft Cloud Holdings LtdSOLE | ADS | 102.88K | SH | $1.37M 0.19% | 102.88K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 3.58K | SH | $1.21M 0.17% | 3.58K | 0.00 | 0.00 |
Lexinfintech Holdings LtdSOLE | ADR | 379.54K | SH | $827.4K 0.12% | 379.54K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 6.31K | SH | $278.5K 0.04% | 6.31K | 0.00 | 0.00 |