$373 Million is the total value of Anatole Investment Management Ltd's 6 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 140.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Buy | PINDUODUO INCsponsored ads | $215,561,000 | +4.0% | 2,907,087 | +20.4% | 57.80% | -11.3% |
| IRBT | New | IROBOT CORP | $40,204,000 | – | 529,700 | +100.0% | 10.78% | – |
| KLIC | New | KULICKE & SOFFA INDS INC | $37,840,000 | – | 1,689,300 | +100.0% | 10.15% | – |
| XPEV | New | XPENG INCads | $34,719,000 | – | 1,729,904 | +100.0% | 9.31% | – |
| SPLK | New | SPLUNK INC | $25,924,000 | – | 137,800 | +100.0% | 6.95% | – |
| VNET | Buy | 21VIANET GROUP INCsponsored ads a | $18,680,000 | +119.6% | 806,558 | +126.2% | 5.01% | +87.2% |
| MOMO | Exit | MOMO INCadr | $0 | – | -369,275 | -100.0% | -2.03% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -514,471 | -100.0% | -7.63% | – |
| YY | Exit | JOYY INC | $0 | – | -807,000 | -100.0% | -22.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 5 | Q1 2022 | 16.5% |
| FARADAY FUTRE INTLGT ELCTR I | 4 | Q2 2022 | 60.7% |
| JD.COM INC | 4 | Q1 2022 | 40.5% |
| PINDUODUO INC | 3 | Q4 2020 | 65.2% |
| STAAR Surgical Company | 3 | Q3 2023 | 73.6% |
| PINDUODUO INC | 3 | Q4 2021 | 19.8% |
| XPENG INC | 3 | Q4 2021 | 13.6% |
| 21VIANET GROUP INC | 3 | Q4 2020 | 5.8% |
| ZHIHU INC | 3 | Q4 2021 | 8.3% |
| FULL TRUCK ALLIANCE CO LTD | 3 | Q4 2021 | 5.0% |
View Anatole Investment Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR/A | 2022-03-07 |
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.