Anatole Investment Management Ltd
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$716.3M
Holdings
17
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LITE
Lumentum Holdings Inc
Held since at least Q1 2024
19.2%
02
$SNDK
SanDisk Corp
Held since at least Q1 2024
17.1%
03
$CIEN
Ciena Corp
Held since at least Q1 2024
17.0%
04
$CRCL
Circle Internet Group Inc
Held since at least Q1 2024
16.1%
05
$PDD
PDD Holdings Inc
Q1 2025: New position (491.8k shares)
7.2%
06
$SEDG
SolarEdge Technologies Inc
Held since at least Q1 2024
6.7%
07
$VG
Venture Global Inc
Held since at least Q1 2024
5.8%
08
$STAA
STAAR Surgical Co
Held since at least Q1 2024
4.2%
09
$AXTI
AXT Inc
Held since at least Q1 2024
3.7%
10
$SUPX
SuperX AI Technology Ltd
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.