Anatole Investment Management George Yang

Top positions activity

Value History

Quarterly report: Q2 2024

Total portfolio value: $261.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
APH
Amphenol Corp. - Class A 52.6M 20.16% 781.5K +497.0K ↑174.70%
TSLA
Tesla Inc 49.7M 19.01% 250.9K +36.2K ↑16.85%
CFLT
Confluent Inc Class A 47.5M 18.19% 1.6M -120.5K ↓6.97%
QCOM
Qualcomm, Inc. 46.7M 17.87% 234.4K +234.4K Newly Added
OLED
Universal Display Corp. 30.1M 11.51% 143.0K +143.0K Newly Added
SNOW
Snowflake Inc - Class A 27.9M 10.67% 206.3K -194.8K ↓48.56%
PLTR
Palantir Technologies Inc - Class A 6.7M 2.54% 262.8K +262.8K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
NVDA
NVIDIA Corp 65.1M 20.11% 72.1K Sold Out
INFA
Informatica Inc - Class A 30.8M 9.51% 880.1K Sold Out
ESTC
Elastic N.V 19.6M 6.05% 195.4K Sold Out