$261 Million is the total value of Anatole Investment Management Ltd's 7 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 87.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APH | Buy | Amphenol Corp Newcl a | $52,649,116 | +60.4% | 781,492 | +174.7% | 20.16% | +98.9% |
| TSLA | Buy | Tesla Inc | $49,656,997 | +31.5% | 250,945 | +16.8% | 19.02% | +63.1% |
| CFLT | Sell | Confluent Inc | $47,511,260 | -10.0% | 1,608,915 | -7.0% | 18.20% | +11.6% |
| QCOM | New | Qualcomm Inc | $46,678,630 | – | 234,354 | +100.0% | 17.88% | – |
| OLED | New | Universal Display Corp | $30,071,217 | – | 143,026 | +100.0% | 11.52% | – |
| SNOW | Sell | Snowflake Inccl a | $27,872,039 | -57.0% | 206,322 | -48.6% | 10.68% | -46.7% |
| PLTR | New | Palantir Technologies Inccl a | $6,656,724 | – | 262,800 | +100.0% | 2.55% | – |
| ESTC | Exit | Elasitc N V | $0 | – | -195,372 | -100.0% | -6.05% | – |
| Exit | Gigacloud Technology Incclass a ord | $0 | – | -748,573 | -100.0% | -6.18% | – | |
| Exit | Informatica Inc | $0 | – | -880,141 | -100.0% | -9.52% | – | |
| NVDA | Exit | Nvidia Corp | $0 | – | -72,060 | -100.0% | -20.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 5 | Q1 2022 | 16.5% |
| STAAR Surgical Company | 4 | Q4 2023 | 73.6% |
| FARADAY FUTRE INTLGT ELCTR I | 4 | Q2 2022 | 60.7% |
| JD.COM INC | 4 | Q1 2022 | 40.5% |
| Tesla Inc | 4 | Q2 2024 | 19.0% |
| SNOWFLAKE INC | 4 | Q2 2024 | 20.0% |
| PINDUODUO INC | 3 | Q4 2020 | 65.2% |
| Microsoft Corp | 3 | Q4 2023 | 21.8% |
| Confluent Inc | 3 | Q2 2024 | 18.2% |
| PINDUODUO INC | 3 | Q4 2021 | 19.8% |
View Anatole Investment Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR/A | 2023-05-16 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Anatole Investment Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.