Anatole Investment Management Ltd
Follow13F filer, CIK 1693745, CENTRAL, Hong Kong
Anatole Investment Management Ltd reported $580,990,646 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 91.52% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001693745-25-000004
- Period
- 2025-06-30
- Reported value
- $581M
- Holdings
- 14
- Top 10 weight
- 91.52%
- New
- 10
- Sold out
- 12
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| COINnew | +281,600 | $98.7M |
| GOOGLnew | +434,717 | $76.6M |
| AMDnew | +461,500 | $65.5M |
| CYBERARK SOFTWARE LTD/ISRAELnew | +142,733 | $58.1M |
| NOWnew | +51,488 | $52.9M |
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 |
|---|---|---|
| INTCexited | -2,908,266 | -$66M |
| PDDexited | -491,799 | -$58.2M |
| NVDAexited | -429,782 | -$46.6M |
| LEUreduced | -217,504 | -$39.8M |
| WAYexited | -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.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001693745-25-000004, largest first. % of portfolio is the value over $580,990,646, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| COINCOINBASE GLOBAL INC | 281,600 | $98.7M | 16.99% | new | Timeline | ||
| GOOGLALPHABET INC | 434,717 | $76.6M | 13.19% | new | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 461,500 | $65.5M | 11.27% | new | Timeline | ||
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 142,733 | $58.1M | 10% | new | |||
| NOWSERVICENOW INC | 51,488 | $52.9M | 9.11% | new | Timeline | ||
| URNMSPROTT FDS TR | 846,300 | $40.6M | 6.98% | new | Timeline | ||
| LXLEXINFINTECH HLDGS LTD | 5,234,337 | $37.7M | 6.5% | -799,633 | Timeline | ||
| IBITISHARES BITCOIN TRUST ETF | 603,167 | $36.9M | 6.35% | new | Timeline | ||
| HOODROBINHOOD MKTS INC | 379,200 | $35.5M | 6.11% | -13,438 | Timeline | ||
| LEUCENTRUS ENERGY CORP | 159,300 | $29.2M | 5.02% | -217,504 | Timeline | ||
| LRNSTRIDE INC | 146,023 | $21.2M | 3.65% | +4,339 | Timeline | ||
| CUBICUSTOMERS BANCORP INC | 299,500 | $17.6M | 3.03% | new | Timeline | ||
| Sharplink Gaming IncSharplink Gaming Inc | 637,700 | $6.33M | 1.09% | new | |||
| DFDVDEFI DEVELOPMENT CORP | 193,700 | $4.15M | 0.71% | new | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| INTCINTEL CORP | 2,908,266 | $66M | shares |
| PDDPDD HOLDINGS INC | 491,799 | $58.2M | shares |
| NVDANVIDIA CORPORATION | 429,782 | $46.6M | shares |
| WAYWAYSTAR HLDG CORP | 919,178 | $34.3M | shares |
| ZETAZETA GLOBAL HOLDINGS CORP | 1,339,969 | $18.2M | shares |
| TALTAL ED GROUP | 1,237,269 | $16.3M | shares |
| METAMETA PLATFORMS INC | 2,488 | $1.43M | shares |
| TLTISHARES TR | 10,802 | $983K | shares |
| AMZNAMAZON COM INC | 5,110 | $972K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 906 | $507K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 10,012 | $503K | shares |
| ZZILLOW GROUP INC | 6,731 | $461K | shares |
How Q2 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 0001693745-25-000004 | base | 2025-08-15 | acceptance time not in the bulk data set |