Anatole Investment Management Ltd
Anatole Investment Management Ltd reported 13 US-listed holdings worth $589.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Yandex N V (51.2%), Rubrik Inc. (29.8%) and Staar Surgical Co. (8.0%). Against the quarter before, it opened 7 positions, added to 2, trimmed 4 and sold out of 9.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +145.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- Yandex N V NBIS$302.1 million
- Rubrik Inc. RBRK$175.8 million
- Fuelcell Energy Inc. Com New FCEL$42.0 million
- Brera Holdings PLC SLMT$2.5 million
- Marvell Technology, Inc. MRVL$911,841
- Poet Technologies Inc. POET$897,752
- Advanced Micro Devices Inc. AMD$762,154
Added to 2
- Staar Surgical Co. STAA+50,000 shares · +3%
- Intel Corp. INTC+4,000 shares · +63%
Trimmed 4
- Sandisk Corp. SNDK-190,606 shares · -99%
- Ciena Corp. CIEN-310,663 shares · -99%
- Junee Limited SUPX-845,016 shares · -47%
- Micron Technology Inc. MU-1,697 shares · -47%
Sold out of 9
- Lumentum Holdings Inc. LITE$137.5 million last quarter
- Circle Internet Group Inc. CRCL$115.7 million last quarter
- PDD Holdings Inc. PDD$51.4 million last quarter
- Solaredge Technologies, Inc. SEDG$47.8 million last quarter
- Venture Global Inc. VG$41.5 million last quarter
- Axt Inc. AXTI$26.4 million last quarter
- Brera Holdings PLC SLMT$3.9 million last quarter
- Kingsoft Cloud Hldgs Ltd KC$1.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Yandex N V NBIS | 1.1M | $302.1 million | 51.22% | new |
| Rubrik Inc. RBRK | 2.2M | $175.8 million | 29.80% | new |
| Staar Surgical Co. STAA | 1.7M | $47.4 million | 8.03% | +50.0K |
| Fuelcell Energy Inc. Com New FCEL | 1.2M | $42.0 million | 7.12% | new |
| Junee Limited SUPX | 955.0K | $7.6 million | 1.30% | -845.0K |
| Sandisk Corp. SNDK | 2.1K | $4.9 million | 0.83% | -190.6K |
| Brera Holdings PLC SLMT | 492.0K | $2.5 million | 0.42% | new |
| Micron Technology Inc. MU | 1.9K | $2.2 million | 0.37% | -1.7K |
| Intel Corp. INTC | 10.3K | $1.4 million | 0.24% | +4.0K |
| Ciena Corp. CIEN | 2.8K | $1.4 million | 0.23% | -310.7K |
| Marvell Technology, Inc. MRVL | 3.1K | $911,841 | 0.15% | new |
| Poet Technologies Inc. POET | 87.3K | $897,752 | 0.15% | new |
| Advanced Micro Devices Inc. AMD | 1.3K | $762,154 | 0.13% | new |