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Anatole Investment Management Ltd

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13F filer, CIK 1693745, CENTRAL, Hong Kong

Anatole Investment Management Ltd reported $716,280,355 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 98.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002081111-26-000123

Period
2026-03-31
Reported value
$716M
Holdings
15
Top 10 weight
98.95%
New
8
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LITEnew+195,681$138M
CRCLnew+1,212,292$116M
SEDGnew+936,215$47.8M
VGnew+2,631,199$41.5M
STAAnew+1,601,701$30M

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

SecurityShares changeApprox. value
GOOGLexited-351,645-$110M
FROGexited-1,385,795-$86.6M
CIENreduced-188,153-$73M
SNDKreduced-75,734-$48.1M
HOODexited-383,400-$43.4M

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 2026

Share positions as resolved from 13F-HR 0002081111-26-000123, largest first. % of portfolio is the value over $716,280,355, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,681 shares 195,681$138M19.2%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637,490 shares; 2025Q4: 268,489 shares; 2026Q1: 192,755 shares 192,755$122M17.1%-75,734Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523,688 shares; 2025Q4: 501,598 shares; 2026Q1: 313,445 shares 313,445$122M16.99%-188,153Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212,292 shares 1,212,292$116M16.15%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491,799 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837,433 shares; 2026Q1: 502,925 shares 502,925$51.4M7.17%-334,508Timeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 936,215 shares 936,215$47.8M6.67%newTimeline
VGVENTURE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,631,199 shares 2,631,199$41.5M5.79%newTimeline
STAASTAAR SURGICAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601,701 shares 1,601,701$30M4.18%newTimeline
AXTIAXT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463,225 shares 463,225$26.4M3.68%newTimeline
SUPXSUPERX AI TECHNOLOGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800,000 shares; 2026Q1: 1,800,000 shares 1,800,000$14.4M2.01%0Timeline
SLMTBRERA HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,555,555 shares; 2025Q4: 5,555,555 shares; 2026Q1: 4,920,248 shares 4,920,248$3.86M0.54%-635,307Timeline
KCKINGSOFT CLOUD HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,879 shares 102,879$1.37M0.19%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575,020 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares 3,583$1.21M0.17%0Timeline
LXLEXINFINTECH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033,970 shares; 2025Q2: 5,234,337 shares; 2025Q3: 2,711,137 shares; 2025Q4: 4,870,383 shares; 2026Q1: 379,539 shares 379,539$827K0.12%-4,490,844Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,908,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,312 shares 6,312$279K0.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC351,645$110Mshares
FROGJFROG LTD1,385,795$86.6Mshares
HOODROBINHOOD MKTS INC383,400$43.4Mshares
PANWPALO ALTO NETWORKS INC168,289$31Mshares
NVDANVIDIA CORPORATION5,306$990Kshares
SBETSHARPLINK INC56,808$508Kshares
URNMSPROTT FDS TR7,796$428Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC500$152Kshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002081111-26-000123 base2026-05-15acceptance time not in the bulk data set