Anatole Investment Management Ltd
CENTRAL K3 · SEC CIK 0001693745
$5.90亿2026Q2 申报市值
13持仓数
99.6%前十大占比 · 第一大 51.2%
6 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NBIS 新建仓+$3.02亿
RBRK 新建仓+$1.76亿
FCEL 新建仓+$4,196.97万
STAA 加仓+$143.45万
MRVL 新建仓+$91.18万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$4.33亿
CIEN 减仓-$1.52亿
LITE 清仓-$1.38亿
CRCL 清仓-$1.16亿
PDD 清仓-$5,138.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LITE | Lumentum Holdings Inc | $0 | 0.00% | 0 | -195,681 | -100.0% | -$1.38亿 | 清仓 |
| CRCL | Circle Internet Group Inc | $0 | 0.00% | 0 | -1,212,292 | -100.0% | -$1.16亿 | 清仓 |
| PDD | PDD Holdings Inc | $0 | 0.00% | 0 | -502,925 | -100.0% | -$5,138.89万 | 清仓 |
| SEDG | SolarEdge Technologies Inc | $0 | 0.00% | 0 | -936,215 | -100.0% | -$4,779.38万 | 清仓 |
| VG | Venture Global Inc | $0 | 0.00% | 0 | -2,631,199 | -100.0% | -$4,146.77万 | 清仓 |
| AXTI | AXT Inc | $0 | 0.00% | 0 | -463,225 | -100.0% | -$2,639.46万 | 清仓 |
| KC | Kingsoft Cloud Holdings Ltd | $0 | 0.00% | 0 | -102,879 | -100.0% | -$137.45万 | 清仓 |
| — | Lexinfintech Holdings Ltd | $0 | 0.00% | 0 | -379,539 | -100.0% | -$82.74万 | 清仓 |
| AMD | Advanced Micro Devices Inc | $76.22万 | 0.13% | 1,312 | 1,312 | — | $76.22万 | 新建仓 |
| POET | Poet Technologies Inc | $89.78万 | 0.15% | 87,330 | 87,330 | — | $89.78万 | 新建仓 |
| MRVL | Marvell Technology Inc | $91.18万 | 0.15% | 3,061 | 3,061 | — | $91.18万 | 新建仓 |
| CIEN | Ciena Corp | $136.47万 | 0.23% | 2,782 | -310,663 | -99.1% | -$1.52亿 | 减仓 |
| INTC | Intel Corp | $143.99万 | 0.24% | 10,312 | 4,000 | 63.4% | $55.85万 | 加仓 |
| MU | Micron Technology Inc | $217.70万 | 0.37% | 1,886 | -1,697 | -47.4% | -$195.88万 | 减仓 |
| — | Brera Holdings PLC | $248.96万 | 0.42% | 492,025 | -4,428,223 | -90.0% | -$2,240.68万 | 减仓 |
| SNDK | SanDisk Corp | $488.62万 | 0.83% | 2,149 | -190,606 | -98.9% | -$4.33亿 | 减仓 |
| — | SuperX AI Technology Ltd | $763.99万 | 1.30% | 954,984 | -845,016 | -46.9% | -$676.01万 | 减仓 |
| FCEL | FuelCell Energy Inc | $4,196.97万 | 7.12% | 1,165,501 | 1,165,501 | — | $4,196.97万 | 新建仓 |
| STAA | STAAR Surgical Co | $4,738.73万 | 8.03% | 1,651,701 | 50,000 | 3.1% | $143.45万 | 加仓 |
| RBRK | Rubrik Inc. | $1.76亿 | 29.80% | 2,189,257 | 2,189,257 | — | $1.76亿 | 新建仓 |
| NBIS | Nebius Group N.V. | $3.02亿 | 51.22% | 1,093,920 | 1,093,920 | — | $3.02亿 | 新建仓 |