Anatole Investment Management Ltd

CENTRAL, K3 · CIK 1693745 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$589.8m reported value -17.7% vs Q1 2026

13positions

99.6%in top 10

7 new 2 added 4 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,093,920	$302.1m51.22%	51.22%	New
2	RUBRIK INC. CL A RBRK	RBRK	2,189,257	$175.8m29.80%	29.80%	New
3	STAAR SURGICAL CO COM PAR $0.01 STAA	STAA	1,651,701	$47.4m8.03%	8.03%	Added +50.0k	+50,000 3.1%
4	FUELCELL ENERGY INC COM NEW FCEL	FCEL	1,165,501	$42.0m7.12%	7.12%	New
5	SUPERX AI TECHNOLOGY LTD USD ORD SHS NEW SUPX	SUPX	954,984	$7.6m1.30%	1.30%	Reduced -845.0k	-845,016 -47.0%
6	SANDISK CORP COM SNDK	SNDK	2,149	$4.9m0.83%	0.83%	Reduced -190.6k	-190,606 -98.9%
7	BRERA HOLDINGS PLC CL B 2026 SLMT	SLMT	492,025	$2.5m0.42%	0.42%	New
8	MICRON TECHNOLOGY INC COM MU	MU	1,886	$2.2m0.37%	0.37%	Reduced -1.7k	-1,697 -47.4%
9	INTEL CORP COM INTC	INTC	10,312	$1.4m0.24%	0.24%	Added +4.0k	+4,000 63.4%
10	CIENA CORP COM NEW CIEN	CIEN	2,782	$1.4m0.23%	0.23%	Reduced -310.7k	-310,663 -99.1%
11	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,061	$911.8k0.15%	0.15%	New
12	POET TECHNOLOGIES INC COM NEW POET	POET	87,330	$897.8k0.15%	0.15%	New
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,312	$762.2k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LUMENTUM HLDGS INC LITE	LITE	195,681	$137.5m195.7k shares
CIRCLE INTERNET GROUP INC CRCL	CRCL	1,212,292	$115.7m1.2m shares
PDD HOLDINGS INC PDD	PDD	502,925	$51.4m502.9k shares
SOLAREDGE TECHNOLOGIES INC SEDG	SEDG	936,215	$47.8m936.2k shares
VENTURE GLOBAL INC VG	VG	2,631,199	$41.5m2.6m shares
AXT INC AXTI	AXTI	463,225	$26.4m463.2k shares
BRERA HOLDINGS PLC BREA	BREA	4,920,248	$3.9m4.9m shares
KINGSOFT CLOUD HLDGS LTD KC	KC	102,879	$1.4m102.9k shares
LEXINFINTECH HLDGS LTD LX	LX	379,539	$827.4k379.5k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BRERA HOLDINGS PLC SLMT · 13G · filed 2025-11-13	SLMT	17.6%	new	13G	2025-11-13
SUPERX AI TECHNOLOGY LTD SUPX · 13G · filed 2026-02-17	SUPX	5.5%≈ $10.7m	new	13G	2026-02-17