Anatole Investment Management George Yang

Top positions activity

Value History

Quarterly report: Q1 2024

Total portfolio value: $323.7M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
NVDA
NVIDIA Corp 65.1M 20.11% 72.1K +72.1K Newly Added
SNOW
Snowflake Inc - Class A 64.8M 20.02% 401.1K +313.3K ↑356.83%
CFLT
Confluent Inc Class A 52.8M 16.3% 1.7M -933.5K ↓35.06%
TSLA
Tesla Inc 37.8M 11.66% 214.8K +140.0K ↑187.41%
APH
Amphenol Corp. - Class A 32.8M 10.13% 284.5K +284.5K Newly Added
INFA
Informatica Inc - Class A 30.8M 9.51% 880.1K +26.0K ↑3.04%
ESTC
Elastic N.V 19.6M 6.05% 195.4K +195.4K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
MSFT
Microsoft Corporation 81.1M 20.73% 215.7K Sold Out
AMD
Advanced Micro Devices Inc. 59.9M 15.32% 406.6K Sold Out
INTC
Intel Corp. 44.6M 11.38% 886.7K Sold Out
STAA
Staar Surgical Co. 20.8M 5.3% 665.1K Sold Out
HCP
HashiCorp Inc - Class A 19.6M 5.01% 829.9K Sold Out
AAOI
Applied Optoelectronics Inc 10.1M 2.59% 525.2K Sold Out
PLTR
Palantir Technologies Inc - Class A 4.9M 1.24% 284.1K Sold Out
FROG
JFrog Ltd 4.3M 1.1% 125.2K Sold Out