Anatole Investment Management George Yang

Top positions activity

Value History

Quarterly report: Q4 2023

Total portfolio value: $391.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 81.1M 20.73% 215.7K -193.3K ↓47.25%
CFLT
Confluent Inc Class A 62.3M 15.92% 2.7M +2.7M Newly Added
AMD
Advanced Micro Devices Inc. 59.9M 15.32% 406.6K +406.6K Newly Added
INTC
Intel Corp. 44.6M 11.38% 886.7K +886.7K Newly Added
INFA
Informatica Inc - Class A 24.3M 6.19% 854.2K +854.2K Newly Added
STAA
Staar Surgical Co. 20.8M 5.3% 665.1K -1.4M ↓68.35%
HCP
HashiCorp Inc - Class A 19.6M 5.01% 829.9K +829.9K Newly Added
TSLA
Tesla Inc 18.6M 4.74% 74.7K -235.4K ↓75.91%
SNOW
Snowflake Inc - Class A 17.5M 4.46% 87.8K +87.8K Newly Added
AAOI
Applied Optoelectronics Inc 10.1M 2.59% 525.2K +525.2K Newly Added
PLTR
Palantir Technologies Inc - Class A 4.9M 1.24% 284.1K -2.3M ↓89.12%
FROG
JFrog Ltd 4.3M 1.1% 125.2K +125.2K Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
NVDA
NVIDIA Corp 84.0M 14.18% 193.2K Sold Out
GOOGL
Alphabet Inc - Class A 49.9M 8.43% 381.7K Sold Out
DDOG
Datadog Inc - Class A 47.4M 8% 520.6K Sold Out
ORCL
Oracle Corp. 45.7M 7.71% 431.4K Sold Out
AMZN
Amazon.com Inc. 28.0M 4.73% 220.6K Sold Out
SDGR
Schrodinger Inc 4.2M 0.7% 147.4K Sold Out