Anatole Investment Management historical reports.

Top positions activity

Quarterly report: Q1 2024

Total 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

Quarterly report: Q4 2023

Total 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

Quarterly report: Q3 2023

Total value: $592.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MSFT
Microsoft Corporation 129.1M 21.8% 409.0K +255.0K ↑165.58%
STAA
Staar Surgical Co. 84.4M 14.25% 2.1M +58.6K ↑2.87%
NVDA
NVIDIA Corp 84.0M 14.18% 193.2K +193.2K Newly Added
TSLA
Tesla Inc 77.6M 13.1% 310.1K +310.1K Newly Added
GOOGL
Alphabet Inc - Class A 49.9M 8.43% 381.7K +381.7K Newly Added
DDOG
Datadog Inc - Class A 47.4M 8% 520.6K +520.6K Newly Added
ORCL
Oracle Corp. 45.7M 7.71% 431.4K -286.3K ↓39.89%
PLTR
Palantir Technologies Inc - Class A 41.8M 7.05% 2.6M +2.6M Newly Added
AMZN
Amazon.com Inc. 28.0M 4.73% 220.6K +220.6K Newly Added
SDGR
Schrodinger Inc 4.2M 0.7% 147.4K +147.4K Newly Added

Quarterly report: Q2 2023

Total value: $565.8M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 125.2M 22.13% 436.3K +436.3K Newly Added
STAA
Staar Surgical Co. 107.4M 18.98% 2.0M =
ORCL
Oracle Corp. 85.5M 15.1% 717.7K +717.7K Newly Added
U
Unity Software Inc 71.6M 12.65% 1.6M +1.6M Newly Added
MSFT
Microsoft Corporation 52.4M 9.26% 154.0K +154.0K Newly Added
ADBE
Adobe Inc 52.4M 9.26% 107.2K +107.2K Newly Added
MRVL
Marvell Technology Inc 36.8M 6.49% 615.0K +615.0K Newly Added
IQ
iQIYI Inc - ADR 34.4M 6.08% 6.5M =

Quarterly report: Q1 2023

Total value: $177.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
STAA
Staar Surgical Co. 130.6M 73.55% 2.0M +2.0M Newly Added
IQ
iQIYI Inc - ADR 47.0M 26.44% 6.5M +6.5M Newly Added

Quarterly report: Q4 2022

Total value: $0
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY

Quarterly report: Q3 2022

Total value: $3.9M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
NIO
NIO Inc - ADR 3.9M 100% 250.0K +250.0K Newly Added

Quarterly report: Q2 2022

Total value: $23.5M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FFIE
Faraday Future Intelligent Electric Inc 14.3M 60.7% 6.0M =
ZTO
ZTO Express (Cayman) Inc - ADR 9.2M 39.29% 336.8K =

Quarterly report: Q1 2022

Total value: $138.6M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
JD
JD.com Inc - ADR 56.1M 40.51% 970.3K -3.7M ↓79.26%
FFIE
Faraday Future Intelligent Electric Inc 27.1M 19.56% 6.0M =
SE
Sea Ltd - ADR 12.8M 9.22% 106.7K -267.0K ↓71.44%
ZTO
ZTO Express (Cayman) Inc - ADR 8.4M 6.07% 336.8K +336.8K Newly Added

Quarterly report: Q4 2021

Total value: $1.8B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SPY
SSgA Active Trust - S&P 500 ETF TRUST ETF 516.3M 28.2% 1.1M +1.1M Newly Added
JD
JD.com Inc - ADR 327.8M 17.91% 4.7M +607.1K ↑14.91%
PDD
Pinduoduo Inc - ADR 213.6M 11.66% 3.7M +294.1K ↑8.73%
ESTC
Elastic N.V 118.6M 6.47% 963.3K +963.3K Newly Added
AMPL
Amplitude Inc - Class A 108.1M 5.9% 2.0M +1.3M ↑182.08%
XPEV
XPeng Inc - ADR 84.5M 4.61% 1.7M +1.7M Newly Added
SE
Sea Ltd - ADR 83.6M 4.56% 373.8K -270.3K ↓41.96%
GDS
GDS Holdings Limited - ADR 78.0M 4.26% 1.7M +1.7M Newly Added
ZH
Zhihu Inc - ADR 77.3M 4.22% 13.9M +30.1K ↑0.22%
MNDY
Monday.Com Ltd 62.1M 3.39% 201.3K +201.3K Newly Added
ZM
Zoom Video Communications Inc - Class A 35.3M 1.93% 192.1K +192.1K Newly Added
YMM
Full Truck Alliance Co Ltd - ADR 33.0M 1.8% 3.9M -1.0M ↓20.82%
FFIE
Faraday Future Intelligent Electric Inc 31.9M 1.74% 6.0M =
DADA
Dada Nexus Ltd - ADR 31.5M 1.72% 2.4M -2.3K ↓0.10%
BZ
Kanzhun Ltd - ADR 28.5M 1.55% 817.6K -56.2K ↓6.43%

Quarterly report: Q3 2021

Total value: $1.5B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
PDD
Pinduoduo Inc - ADR 305.5M 19.83% 3.4M +2.6M ↑348.46%
JD
JD.com Inc - ADR 294.1M 19.09% 4.1M +2.9M ↑253.65%
SE
Sea Ltd - ADR 205.3M 13.33% 644.0K -145.3K ↓18.41%
PTON
Peloton Interactive Inc - Class A 150.6M 9.77% 1.7M -133.0K ↓7.14%
ZH
Zhihu Inc - ADR 128.4M 8.34% 13.9M +13.3M ↑2291.83%
SNOW
Snowflake Inc - Class A 87.5M 5.68% 289.4K +289.4K Newly Added
SPLK
Splunk Inc 80.0M 5.19% 552.8K +552.8K Newly Added
YMM
Full Truck Alliance Co Ltd - ADR 76.4M 4.96% 5.0M +3.4M ↑209.01%
FFIE
Faraday Future Intelligent Electric Inc 56.6M 3.67% 6.0M +6.0M Newly Added
DADA
Dada Nexus Ltd - ADR 48.1M 3.12% 2.4M +479.8K ↑25.00%
AMPL
Amplitude Inc - Class A 39.3M 2.55% 723.7K +723.7K Newly Added
RLX
RLX Technology Inc - ADR 36.6M 2.37% 8.1M +8.1M Newly Added
BZ
Kanzhun Ltd - ADR 31.4M 2.04% 873.9K +516.5K ↑144.53%

Quarterly report: Q2 2021

Total value: $1.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
VIPS
Vipshop Holdings Ltd - ADR 251.2M 19.15% 12.5M =
PTON
Peloton Interactive Inc - Class A 231.0M 17.6% 1.9M =
SE
Sea Ltd - ADR 216.8M 16.52% 789.4K =
FB
Meta Platforms Inc - Class A 175.3M 13.36% 504.1K =
PDD
Pinduoduo Inc - ADR 95.4M 7.27% 751.2K =
JD
JD.com Inc - ADR 91.9M 7% 1.2M =
VNET
VNET Group Inc - ADR 80.2M 6.11% 3.5M =
DADA
Dada Nexus Ltd - ADR 55.7M 4.24% 1.9M =
TAL
TAL Education Group - ADR 44.0M 3.35% 1.7M =
YMM
Full Truck Alliance Co Ltd - ADR 32.9M 2.5% 1.6M =
BZ
Kanzhun Ltd - ADR 14.2M 1.08% 357.4K =
ZH
Zhihu Inc - ADR 7.9M 0.6% 581.7K =
TUYA
Tuya Inc - ADR 6.9M 0.52% 283.3K =