Arkolith/Funds/Anatole Investment Management Ltd

Anatole Investment Management Ltd

CIK 1693745
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Anatole Investment Management Ltd holds a concentrated book of 15 stocks worth $716.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened LUMENTUM HOLDINGS INC and trimmed SanDisk Corp. Their largest long position is LUMENTUM HOLDINGS INC at 19% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Anatole Investment Management Ltd owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1693745/holdings"
Ask your agent
Use Arkolith to show Anatole Investment Management Ltd's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
0
existing
Trimmed
5
reduced
Sold out
8
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
77%
Top 10 holdings
99%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Communication Services
19%
Utilities
6%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • Ciena Corp
    ▼−38%$73.0M
  • SanDisk Corp
    ▼−28%$48.1M
  • PDD Holdings Inc
    ▼−40%$34.2M
  • LEXINFINTECH HOLDINGS L-ADRLX
    ▼−92%$9.8M
  • Brera Holdings PLC
    ▼−11%$498K
  • Alphabet Inc
    ▼−100%

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

15 positions
#SecurityValueShares% PortLast moveHistory
1Lumentum Holdings Inc
COM
$137.5M195.7K
19.2%
▲New
New position
2SanDisk Corp
COM
$122.5M192.8K
17.1%
▼−28%
Reduced · −76K sh
3Ciena Corp
COM NEW
$121.7M313.4K
17.0%
▼−38%
Reduced · −188K sh
4Circle Internet Group Inc
COM CL A
$115.7M1.21M
16.1%
▲New
New position
5PDD Holdings Inc
SPONSORED ADS
$51.4M502.9K
7.2%
▼−40%
Reduced · −335K sh
6SolarEdge Technologies Inc
COM
$47.8M936.2K
6.7%
▲New
New position
7Venture Global Inc
COM CL A
$41.5M2.63M
5.8%
▲New
New position
8STAAR Surgical Co
COM PAR $0.01
$30.0M1.60M
4.2%
▲New
New position
9AXT Inc
COM
$26.4M463.2K
3.7%
▲New
New position
10SuperX AI Technology Ltd
USD ORD SHS NEW
$14.4M1.80M
2.0%
—Held
11Brera Holdings PLC
COM CL B NEW
$3.9M4.92M
0.5%
▼−11%
Reduced · −635K sh
12Kingsoft Cloud Holdings Ltd
ADS
$1.4M102.9K
0.2%
▲New
New position
13Micron Technology Inc
COM
$1.2M3.6K
0.2%
—Held
14Lexinfintech Holdings Ltd
ADR
$827K379.5K
0.1%
▼−92%
Reduced · −4.5M sh
15Intel Corp
COM
$279K6.3K
0.0%
▲New
New position
Showing all 15 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202615$716.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202615$599.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202513$955.8M13F-HR
Q2 2025Jun 30, 2025Aug 15, 202514$581.0M13F-HR
Q1 2025Mar 31, 2025May 15, 202516$363.1M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202511$217.0M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202413$352.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 20247$261.1M13F-HR
Q1 2024Mar 31, 2024May 15, 20248$323.7M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202413$391.2M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202310$592.2M13F-HR
Q2 2023Jun 30, 2023Aug 15, 20238$565.8M13F-HR
Q1 2023Mar 31, 2023May 16, 20232$177.6M13F-HR/A
Q4 2022Dec 31, 2022Feb 14, 20231$013F-HR
Q3 2022Sep 30, 2022Nov 14, 20221$3.9M13F-HR
Q2 2022Jun 30, 2022Aug 15, 20222$23.5M13F-HR
Q1 2022Mar 31, 2022May 16, 20225$138.6M13F-HR
Q4 2021Dec 31, 2021Mar 7, 202215$1.8B13F-HR/A
Q3 2021Sep 30, 2021Mar 7, 202213$1.5B13F-HR/A
Q2 2021Jun 30, 2021Mar 7, 202215$1.3B13F-HR/A
Amended / restated
  • Q1 2023 · filed May 15, 202313F-HR · superseded
  • Q4 2021 · filed Feb 14, 202213F-HR · superseded
  • Q3 2021 · filed Nov 15, 202113F-HR · superseded
  • Q2 2021 · filed Mar 7, 202213F-HR/A · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.