13F 机构持仓

Anatole Investment Management Ltd

CENTRAL K3 · SEC CIK 0001693745

2026Q22026Q1 更早 9 个季度 🔒
$7.16亿2026Q1 申报市值
15持仓数
98.9%前十大占比 · 第一大 19.2%
8 / 8新建仓 / 清仓
申报市值走势$5.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LITE 19.2%
SNDK 17.1%
CIEN 17.0%
CRCL 16.1%
PDD 7.2%
SEDG 6.7%
VG 5.8%
STAA 4.2%
AXTI 3.7%
SuperX AI Tech 2.0%

2026Q1 买入最多 按季末市值估算

LITE 新建仓+$1.38亿
CRCL 新建仓+$1.16亿
SEDG 新建仓+$4,779.38万
VG 新建仓+$4,146.77万
STAA 新建仓+$2,995.18万

2026Q1 卖出最多 按季末市值估算

GOOGL 清仓-$1.10亿
FROG 清仓-$8,655.68万
CIEN 减仓-$7,304.66万
SNDK 减仓-$4,811.68万
HOOD 清仓-$4,336.25万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
GOOGL Alphabet Inc $00.00%0 -351,645-100.0% -$1.10亿 清仓
FROG JFrog Ltd $00.00%0 -1,385,795-100.0% -$8,655.68万 清仓
HOOD Robinhood Markets Inc $00.00%0 -383,400-100.0% -$4,336.25万 清仓
PANW Palo Alto Networks Inc $00.00%0 -168,289-100.0% -$3,099.88万 清仓
NVDA Nvidia Corporation $00.00%0 -5,306-100.0% -$98.96万 清仓
SBET Sharplink Gaming Inc $00.00%0 -56,808-100.0% -$50.79万 清仓
URNM Sprott Funds Trust $00.00%0 -7,796-100.0% -$42.79万 清仓
TSM Taiwan Semiconductor MFG Ltd $00.00%0 -500-100.0% -$15.19万 清仓
INTC Intel Corp $27.85万0.04%6,312 6,312— $27.85万 新建仓
— Lexinfintech Holdings Ltd $82.74万0.12%379,539 -4,490,844-92.2% -$979.00万 减仓
MU Micron Technology Inc $121.05万0.17%3,583 00.0% — 不变
KC Kingsoft Cloud Holdings Ltd $137.45万0.19%102,879 102,879— $137.45万 新建仓
— Brera Holdings PLC $385.75万0.54%4,920,248 -635,307-11.4% -$49.81万 减仓
— SuperX AI Technology Ltd $1,440.00万2.01%1,800,000 00.0% — 不变
AXTI AXT Inc $2,639.46万3.68%463,225 463,225— $2,639.46万 新建仓
STAA STAAR Surgical Co $2,995.18万4.18%1,601,701 1,601,701— $2,995.18万 新建仓
VG Venture Global Inc $4,146.77万5.79%2,631,199 2,631,199— $4,146.77万 新建仓
SEDG SolarEdge Technologies Inc $4,779.38万6.67%936,215 936,215— $4,779.38万 新建仓
PDD PDD Holdings Inc $5,138.89万7.17%502,925 -334,508-39.9% -$3,418.00万 减仓
CRCL Circle Internet Group Inc $1.16亿16.15%1,212,292 1,212,292— $1.16亿 新建仓
CIEN Ciena Corp $1.22亿16.99%313,445 -188,153-37.5% -$7,304.66万 减仓
SNDK SanDisk Corp $1.22亿17.10%192,755 -75,734-28.2% -$4,811.68万 减仓
LITE Lumentum Holdings Inc $1.38亿19.20%195,681 195,681— $1.38亿 新建仓