StockDriftsStockDriftsTop 15 Anatole Investment Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | Lumentum Holdings Inc | 19.2% | 195.7K | $137.5M | new | $535.68(+81.21%) | 2026-03-31 | |
| SNDK | SanDisk Corp | 17.1% | 192.8K | $122.5M | -28.21%(-75.73K) | $78.77(+1686.87%) | 2026-03-31 | |
| CIEN | Ciena Corp | 16.99% | 313.4K | $121.7M | -37.51%(-188.15K) | $113.50(+388.51%) | 2026-03-31 | |
| CRCL | Circle Internet Group Inc | 16.15% | 1.21M | $115.7M | new | $87.36(+30.50%) | 2026-03-31 | |
| PDD | PDD Holdings Inc | 7.17% | 502.9K | $51.4M | -39.94%(-334.51K) | $113.91(-15.87%) | 2026-03-31 | |
| SEDG | SolarEdge Technologies Inc | 6.67% | 936.2K | $47.8M | new | $39.95(+54.59%) | 2026-03-31 | |
| VG | Venture Global Inc | 5.79% | 2.63M | $41.5M | new | $11.29(+15.23%) | 2026-03-31 | |
| STAA | STAAR Surgical Co | 4.18% | 1.60M | $30.0M | new | $20.90(+53.48%) | 2026-03-31 | |
| AXTI | AXT Inc | 3.68% | 463.2K | $26.4M | new | $36.66(+237.60%) | 2026-03-31 | |
| SUPX | SuperX AI Technology Ltd | 2.01% | 1.80M | $14.4M | +0.00%(+0) | $40.10(-73.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.43% | +83.52% |
| Top 20 Holdings Unweighted | +18.81% | +67.73% |
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