Anatole Investment Management Ltd Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$599.8M

Holdings

15

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (15 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CIENCiena Corp	501,598	$117.3M	19.56%
2	GOOGLAlphabet Inc	351,645	$110.1M	18.35%
3	PDDPDD Holdings Inc	837,433	$95.0M	15.83%
4	FROGJFrog Ltd	1,385,795	$86.6M	14.43%
5	SNDKSandisk Corp	268,489	$63.7M	10.63%
6	HOODRobinhood Markets Inc	383,400	$43.4M	7.23%
7	PANWPalo Alto Networks Inc	168,289	$31.0M	5.17%
8	—SuperX AI Technology Ltd	1,800,000	$23.4M	3.90%
9	LXLexinfintech Holdings Ltd	4,870,383	$15.9M	2.66%
10	SLMTBrera Holdings PLC	5,555,555	$10.4M	1.73%
11	MUMicron Technology Inc	3,583	$1.0M	0.17%
12	NVDANvidia Corporation	5,306	$989K	0.16%
13	SBETSharplink Gaming Inc	56,808	$507K	0.08%
14	URNMSprott Funds Trust	7,796	$427K	0.07%
15	TSMTaiwan Semiconductor MFG Ltd	500	$151K	0.03%