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Anatole Investment Management Ltd

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13F filer, CIK 1693745, CENTRAL, Hong Kong

Anatole Investment Management Ltd reported $589,787,537 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002081111-26-000158

Period
2026-06-30
Reported value
$590M
Holdings
13
Top 10 weight
99.56%
New
7
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NBISnew+1,093,920$302M
RBRKnew+2,189,257$176M
FCELnew+1,165,501$42M
SLMTnew+492,025$2.49M
STAAadded+50,000$1.43M

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
SNDKreduced-190,606-$433M
CIENreduced-310,663-$152M
LITEexited-195,681-$138M
CRCLexited-1,212,292-$116M
PDDexited-502,925-$51.4M

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, Q2 2026

Share positions as resolved from 13F-HR 0002081111-26-000158, largest first. % of portfolio is the value over $589,787,537, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,093,920 shares 1,093,920$302M51.22%newTimeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,189,257 shares 2,189,257$176M29.8%newTimeline
STAASTAAR SURGICAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601,701 shares; 2026Q2: 1,651,701 shares 1,651,701$47.4M8.03%+50,000Timeline
FCELFUELCELL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,165,501 shares 1,165,501$42M7.12%newTimeline
SUPXSUPERX AI TECHNOLOGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 954,984 shares 954,984$7.64M1.3%-845,016Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637,490 shares; 2025Q4: 268,489 shares; 2026Q1: 192,755 shares; 2026Q2: 2,149 shares 2,149$4.89M0.83%-190,606Timeline
SLMTBRERA HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492,025 shares 492,025$2.49M0.42%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575,020 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares; 2026Q2: 1,886 shares 1,886$2.18M0.37%-1,697Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,908,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,312 shares; 2026Q2: 10,312 shares 10,312$1.44M0.24%+4,000Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523,688 shares; 2025Q4: 501,598 shares; 2026Q1: 313,445 shares; 2026Q2: 2,782 shares 2,782$1.36M0.23%-310,663Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares 3,061$912K0.15%newTimeline
POETPOET TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,330 shares 87,330$898K0.15%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312$762K0.13%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
LITELUMENTUM HLDGS INC195,681$138Mshares
CRCLCIRCLE INTERNET GROUP INC1,212,292$116Mshares
PDDPDD HOLDINGS INC502,925$51.4Mshares
SEDGSOLAREDGE TECHNOLOGIES INC936,215$47.8Mshares
VGVENTURE GLOBAL INC2,631,199$41.5Mshares
AXTIAXT INC463,225$26.4Mshares
SLMTBRERA HOLDINGS PLC4,920,248$3.86Mshares
KCKINGSOFT CLOUD HLDGS LTD102,879$1.37Mshares
LXLEXINFINTECH HLDGS LTD379,539$827Kshares

How Q2 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 0002081111-26-000158 base2026-08-14acceptance time not in the bulk data set