Anatole Investment Management Ltd 13F Holdings · Q2 2026
Anatole Investment Management Ltd reported 13 securities worth $589.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NBIS (51.22%), RBRK (29.80%), STAA (8.03%). Among its top 25 positions this quarter: 7 new, 2 added, 4 trimmed, 9 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NBIS | Nebius Group N.V. | $302.1M | 51.22% | 1.1M | New |
| 2 | RBRK | Rubrik Inc. | $175.8M | 29.80% | 2.2M | New |
| 3 | STAA | STAAR Surgical Co | $47.4M | 8.03% | 1.7M | Added |
| 4 | FCEL | FuelCell Energy Inc | $42.0M | 7.12% | 1.2M | New |
| 5 | SUPX | SuperX AI Technology Ltd | $7.6M | 1.30% | 954,984 | Trimmed |
| 6 | SNDK | SanDisk Corp | $4.9M | 0.83% | 2,149 | Trimmed |
| 7 | SLMT | Brera Holdings PLC | $2.5M | 0.42% | 492,025 | New |
| 8 | MU | Micron Technology Inc | $2.2M | 0.37% | 1,886 | Trimmed |
| 9 | INTC | Intel Corp | $1.4M | 0.24% | 10,312 | Added |
| 10 | CIEN | Ciena Corp | $1.4M | 0.23% | 2,782 | Trimmed |
| 11 | MRVL | Marvell Technology Inc | $911,841 | 0.15% | 3,061 | New |
| 12 | POET | Poet Technologies Inc | $897,752 | 0.15% | 87,330 | New |
| 13 | AMD | Advanced Micro Devices Inc | $762,154 | 0.13% | 1,312 | New |
| 14 | AXTI | AXT Inc | $0 | 0.00% | 0 | Exited |
| 15 | CRCL | Circle Internet Group Inc | $0 | 0.00% | 0 | Exited |
| 16 | KC | Kingsoft Cloud Holdings Ltd | $0 | 0.00% | 0 | Exited |
| 17 | LITE | Lumentum Holdings Inc | $0 | 0.00% | 0 | Exited |
| 18 | LX | Lexinfintech Holdings Ltd | $0 | 0.00% | 0 | Exited |
| 19 | PDD | PDD Holdings Inc | $0 | 0.00% | 0 | Exited |
| 20 | SEDG | SolarEdge Technologies Inc | $0 | 0.00% | 0 | Exited |
| 21 | SLMT | Brera Holdings PLC | $0 | 0.00% | 0 | Exited |
| 22 | VG | Venture Global Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR