$544 Million is the total value of Anatole Investment Management Ltd's 6 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Sell | PINDUODUO INCsponsored ads | $197,266,000 | -8.5% | 1,110,293 | -61.8% | 36.25% | -37.3% |
| YY | New | JOYY INC | $132,415,000 | – | 1,655,605 | +100.0% | 24.33% | – |
| LITE | New | LUMENTUM HLDGS INC | $84,155,000 | – | 887,711 | +100.0% | 15.46% | – |
| XPEV | XPENG INCads | $74,092,000 | +113.4% | 1,729,904 | 0.0% | 13.61% | +46.2% | |
| VNET | Buy | 21VIANET GROUP INCsponsored ads a | $31,433,000 | +68.3% | 906,108 | +12.3% | 5.78% | +15.3% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $24,862,000 | -34.3% | 781,592 | -53.7% | 4.57% | -55.0% |
| SPLK | Exit | SPLUNK INC | $0 | – | -137,800 | -100.0% | -6.95% | – |
| IRBT | Exit | IROBOT CORP | $0 | – | -529,700 | -100.0% | -10.78% | – |
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.