Anatole Investment Management Ltd Quant / Systematic

Name: Anatole Investment Management Ltd Q1 2026 13F Filing | 13F Explorer
Creator: Anatole Investment Management Ltd
Published: 2026-05-15

Location: Central, Hong Kong

CIK: 0001693745 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $716M (100.0% shares, 0.0% debt)

Holdings (15)

LITE Lumentum Holdings Inc 19.2%

Value $138M Shares 195,681 Est. Cost $467.14 Unrealized 0.0%

SNDK SanDisk Corp 17.1%

Value $122M Shares 192,755 Est. Cost $58.39 Unrealized +784.5%

CIEN Ciena Corp 17.0%

Value $122M Shares 313,445 Est. Cost $101.84 Unrealized +166.0%

CRCL Circle Internet Group Inc 16.1%

Value $116M Shares 1,212,292 Est. Cost $69.72 Unrealized 0.0%

PDD PDD Holdings Inc 7.2%

Value $51.39M Shares 502,925 Est. Cost $113.39 Unrealized —

SEDG SolarEdge Technologies Inc 6.7%

Value $47.79M Shares 936,215 Est. Cost $34.76 Unrealized 0.0%

VG Venture Global Inc 5.8%

Value $41.47M Shares 2,631,199 Est. Cost $8.89 Unrealized 0.0%

STAA STAAR Surgical Co 4.2%

Value $29.95M Shares 1,601,701 Est. Cost $19.46 Unrealized 0.0%

AXTI AXT Inc 3.7%

Value $26.39M Shares 463,225 Est. Cost $22.70 Unrealized 0.0%

SUPX SuperX AI Technology Ltd 2.0%

Value $14.4M Shares 1,800,000 Est. Cost $41.85 Unrealized -65.1%

SLMT Brera Holdings PLC 0.5%

Value $3.857M Shares 4,920,248 Est. Cost $9.21 Unrealized -83.4%

KC Kingsoft Cloud Holdings Ltd 0.2%

Value $1.374M Shares 102,879 Est. Cost $13.36 Unrealized —

MU Micron Technology Inc 0.2%

Value $1.21M Shares 3,583 Est. Cost $127.82 Unrealized +202.8%

LX Lexinfintech Holdings Ltd 0.1%

Value $827K Shares 379,539 Est. Cost $7.07 Unrealized —

INTC Intel Corp 0.0%

Value $279K Shares 6,312 Est. Cost $46.43 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LITE	Lumentum Holdings Inc	195,681	$138M	19.2%	$467.14	0.0%	COM	55024U109
SNDK	SanDisk Corp	192,755	$122M	17.1%	$58.39	+784.5%	COM	80004C200
CIEN	Ciena Corp	313,445	$122M	17.0%	$101.84	+166.0%	COM NEW	171779309
CRCL	Circle Internet Group Inc	1,212,292	$116M	16.1%	$69.72	0.0%	COM CL A	172573107
PDD	PDD Holdings Inc	502,925	$51.39M	7.2%	$113.39	—	SPONSORED ADS	722304102
SEDG	SolarEdge Technologies Inc	936,215	$47.79M	6.7%	$34.76	0.0%	COM	83417M104
VG	Venture Global Inc	2,631,199	$41.47M	5.8%	$8.89	0.0%	COM CL A	92333F101
STAA	STAAR Surgical Co	1,601,701	$29.95M	4.2%	$19.46	0.0%	COM PAR $0.01	852312305
AXTI	AXT Inc	463,225	$26.39M	3.7%	$22.70	0.0%	COM	00246W103
SUPX	SuperX AI Technology Ltd	1,800,000	$14.4M	2.0%	$41.85	-65.1%	USD ORD SHS NEW	G5294K110
SLMT	Brera Holdings PLC	4,920,248	$3.857M	0.5%	$9.21	-83.4%	COM CL B NEW	G13311116
KC	Kingsoft Cloud Holdings Ltd	102,879	$1.374M	0.2%	$13.36	—	ADS	49639K101
MU	Micron Technology Inc	3,583	$1.21M	0.2%	$127.82	+202.8%	COM	595112103
LX	Lexinfintech Holdings Ltd	379,539	$827K	0.1%	$7.07	—	ADR	528877103
INTC	Intel Corp	6,312	$279K	0.0%	$46.43	0.0%	COM	458140100