Anatole Investment Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Lumentum Holdings Inc(LITE) | 0 | 195,681 | +195,681 | 0 | 137,516,780 | 19.20% | +137,516,780 |
| Circle Internet Group Inc(CRCL) | 0 | 1,212,292 | +1,212,292 | 0 | 115,664,780 | 16.15% | +115,664,780 |
| SanDisk Corp(SNDK) | 268,489 | 192,755 | -75,734 | 63,733,919 | 122,464,962 | 17.10% | +58,731,043 |
| SolarEdge Technologies Inc(SEDG) | 0 | 936,215 | +936,215 | 0 | 47,793,776 | 6.67% | +47,793,776 |
| Venture Global Inc(VG) | 0 | 2,631,199 | +2,631,199 | 0 | 41,467,696 | 5.79% | +41,467,696 |
| STAAR Surgical Co(STAA) | 0 | 1,601,701 | +1,601,701 | 0 | 29,951,809 | 4.18% | +29,951,809 |
| AXT Inc(AXTI) | 0 | 463,225 | +463,225 | 0 | 26,394,561 | 3.68% | +26,394,561 |
| Ciena Corp(CIEN) | 501,598 | 313,445 | -188,153 | 117,308,724 | 121,688,752 | 16.99% | +4,380,028 |
| Kingsoft Cloud Holdings Ltd(KC) | 0 | 102,879 | +102,879 | 0 | 1,374,463 | 0.19% | +1,374,463 |
| Intel Corp(INTC) | 0 | 6,312 | +6,312 | 0 | 278,549 | 0.04% | +278,549 |
| Micron Technology Inc(MU) | 3,583 | 3,583 | 0 | 1,022,624 | 1,210,481 | 0.17% | +187,857 |
| Taiwan Semiconductor MFG Ltd(TSM) | 500 | 0 | -500 | 151,945 | 0 | — | -151,945 |
| Sprott Funds Trust | 7,796 | 0 | -7,796 | 427,922 | 0 | — | -427,922 |
| Sharplink Gaming Inc(SBET) | 56,808 | 0 | -56,808 | 507,864 | 0 | — | -507,864 |
| Nvidia Corporation(NVDA) | 5,306 | 0 | -5,306 | 989,569 | 0 | — | -989,569 |
| Brera Holdings PLC | 5,555,555 | 4,920,248 | -635,307 | 10,388,888 | 3,857,474 | 0.54% | -6,531,414 |
| SuperX AI Technology Ltd | 1,800,000 | 1,800,000 | 0 | 23,400,000 | 14,400,000 | 2.01% | -9,000,000 |
| Lexinfintech Holdings Ltd | 4,870,383 | 379,539 | -4,490,844 | 15,926,152 | 827,395 | 0.12% | -15,098,757 |
| Palo Alto Networks Inc(PANW) | 168,289 | 0 | -168,289 | 30,998,834 | 0 | — | -30,998,834 |
| Robinhood Markets Inc(HOOD) | 383,400 | 0 | -383,400 | 43,362,540 | 0 | — | -43,362,540 |
| PDD Holdings Inc(PDD) | 837,433 | 502,925 | -334,508 | 94,956,528 | 51,388,877 | 7.17% | -43,567,651 |
| JFrog Ltd(FROG) | 1,385,795 | 0 | -1,385,795 | 86,556,756 | 0 | — | -86,556,756 |
| Alphabet Inc(GOOG) | 351,645 | 0 | -351,645 | 110,064,885 | 0 | — | -110,064,885 |