$1.31 Billion is the total value of Anatole Investment Management Ltd's 15 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 228.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $251,236,000 | -45.1% | 12,511,761 | -18.4% | 19.15% | -61.2% |
| PTON | New | PELOTON INTERACTIVE INC | $230,997,000 | – | 1,862,582 | +100.0% | 17.61% | – |
| SE | Buy | SEA LTDsponsored ads | $216,760,000 | +48.1% | 789,366 | +20.4% | 16.52% | +4.6% |
| FB | New | FACEBOOK INCcl a | $175,269,000 | – | 504,067 | +100.0% | 13.36% | – |
| PDD | New | PINDUODUO INCsponsored ads | $95,421,000 | – | 751,226 | +100.0% | 7.27% | – |
| JD | New | JD.COM INCspon adr cl a | $91,869,000 | – | 1,151,100 | +100.0% | 7.00% | – |
| VNET | Sell | 21VIANET GROUP INCsponsored ads a | $80,182,000 | -36.7% | 3,493,749 | -10.9% | 6.11% | -55.3% |
| DADA | New | DADA NEXUS LTDadr | $55,674,000 | – | 1,919,132 | +100.0% | 4.24% | – |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $43,971,000 | – | 1,742,800 | +100.0% | 3.35% | – |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $32,884,000 | – | 1,613,553 | +100.0% | 2.51% | – |
| BZ | New | KANZHUN LIMITEDsponsored ads | $14,169,000 | – | 357,358 | +100.0% | 1.08% | – |
| ZH | New | ZHIHU INCads | $7,888,000 | – | 581,737 | +100.0% | 0.60% | – |
| TUYA | New | TUYA INCsponsored ads | $6,941,000 | – | 283,305 | +100.0% | 0.53% | – |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $6,052,000 | – | 428,000 | +100.0% | 0.46% | – |
| New | TAL EDUCATION GROUPcall | $2,549,000 | – | 928,900 | +100.0% | 0.19% | – | |
| MNSO | Exit | MINISO GROUP HLDG LTDsponsored ads | $0 | – | -168,973 | -100.0% | -0.44% | – |
| API | Exit | AGORA INCads | $0 | – | -84,048 | -100.0% | -0.46% | – |
| TME | Exit | TENCENT MUSIC ENTMT GROUPsponsored ads | $0 | – | -3,942,000 | -100.0% | -8.71% | – |
| YY | Exit | JOYY INC | $0 | – | -1,140,294 | -100.0% | -11.53% | – |
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.