Anatole Investment Management Ltd
Follow13F filer, CIK 1693745, CENTRAL, Hong Kong
Anatole Investment Management Ltd reported $363,134,558 across 16 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 98.66% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001693745-25-000003
- Period
- 2025-03-31
- Reported value
- $363M
- Holdings
- 16
- Top 10 weight
- 98.66%
- New
- 13
- Sold out
- 8
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| INTCnew | +2,908,266 | $66M |
| LXnew | +6,033,970 | $60.9M |
| PDDnew | +491,799 | $58.2M |
| NVDAadded | +419,897 | $45.5M |
| WAYnew | +919,178 | $34.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AMZNreduced | -239,910 | -$45.6M |
| MSFTexited | -107,649 | -$45.4M |
| COINexited | -151,169 | -$37.5M |
| Uexited | -1,148,112 | -$25.8M |
| SEexited | -208,655 | -$22.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001693745-25-000003, largest first. % of portfolio is the value over $363,134,558, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| INTCINTEL CORP | 2,908,266 | $66M | 18.19% | new | Timeline | ||
| LXLEXINFINTECH HLDGS LTD | 6,033,970 | $60.9M | 16.77% | new | Timeline | ||
| PDDPDD HOLDINGS INC | 491,799 | $58.2M | 16.03% | new | Timeline | ||
| NVDANVIDIA CORPORATION | 429,782 | $46.6M | 12.83% | +419,897 | Timeline | ||
| WAYWAYSTAR HLDG CORP | 919,178 | $34.3M | 9.46% | new | Timeline | ||
| LEUCENTRUS ENERGY CORP | 376,804 | $23.4M | 6.46% | -41,756 | Timeline | ||
| ZETAZETA GLOBAL HOLDINGS CORP | 1,339,969 | $18.2M | 5% | new | Timeline | ||
| LRNSTRIDE INC | 141,684 | $17.9M | 4.94% | new | Timeline | ||
| TALTAL ED GROUP | 1,237,269 | $16.3M | 4.5% | new | Timeline | ||
| HOODROBINHOOD MKTS INC | 392,638 | $16.3M | 4.5% | new | Timeline | ||
| METAMETA PLATFORMS INC | 2,488 | $1.43M | 0.39% | new | Timeline | ||
| TLTISHARES TR | 10,802 | $983K | 0.27% | new | Timeline | ||
| AMZNAMAZON COM INC | 5,110 | $972K | 0.27% | -239,910 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 906 | $507K | 0.14% | new | Timeline | ||
| CMGCHIPOTLE MEXICAN GRILL INC | 10,012 | $503K | 0.14% | new | Timeline | ||
| ZZILLOW GROUP INC | 6,731 | $461K | 0.13% | new | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MSFTMICROSOFT CORP | 107,649 | $45.4M | shares |
| COINCOINBASE GLOBAL INC | 151,169 | $37.5M | shares |
| UUNITY SOFTWARE INC | 1,148,112 | $25.8M | shares |
| SESEA LTD | 208,655 | $22.1M | shares |
| CRWDCROWDSTRIKE HLDGS INC | 3,935 | $1.35M | shares |
| PANWPALO ALTO NETWORKS INC | 5,362 | $976K | shares |
| ACNACCENTURE PLC IRELAND | 1,287 | $453K | shares |
| CEGCONSTELLATION ENERGY CORP | 1,751 | $392K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001693745-25-000003 | base | 2025-05-15 | acceptance time not in the bulk data set |