Anatole Investment Management Ltd 13F annual report

Anatole Investment Management Ltd is an investment fund managing more than $324 billion ran by Gary Lee. There are currently 8 companies in Mr. Lee’s portfolio. The largest investments include NVIDIA Corp and Snowflake, together worth $130 billion.

$324 billion Assets Under Management (AUM)

As of 8th May 2024, Anatole Investment Management Ltd’s top holding is 72,060 shares of NVIDIA Corp currently worth over $65.1 billion and making up 20.1% of the portfolio value. Relative to the number of outstanding shares of NVIDIA Corp, Anatole Investment Management Ltd owns more than approximately 0.1% of the company. In addition, the fund holds 401,129 shares of Snowflake worth $64.8 billion, whose value fell 4.4% in the past six months. The third-largest holding is Confluent Inc worth $52.8 billion and the next is Tesla Inc worth $37.8 billion, with 214,760 shares owned.

Currently, Anatole Investment Management Ltd's portfolio is worth at least $324 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Anatole Investment Management Ltd

The Anatole Investment Management Ltd office and employees reside in Central, Hong Kong. According to the last 13-F report filed with the SEC, Gary Lee serves as the Director at Anatole Investment Management Ltd.

Recent trades

In the most recent 13F filing, Anatole Investment Management Ltd revealed that it had opened a new position in Snowflake and bought 401,129 shares worth $64.8 billion.

On the other hand, there are companies that Anatole Investment Management Ltd is getting rid of from its portfolio. Anatole Investment Management Ltd closed its position in Microsoft on 15th May 2024. It sold the previously owned 408,988 shares for $129 billion. Gary Lee also disclosed a decreased stake in NVIDIA Corp by 0.6%. This leaves the value of the investment at $65.1 billion and 72,060 shares.

One of the smaller hedge funds

The two most similar investment funds to Anatole Investment Management Ltd are Equius Partners and Smith & Howard Wealth Management. They manage $324 billion and $323 billion respectively.

Gary Lee investment strategy

Anatole Investment Management Ltd’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Technology — making up 59.8% of the total portfolio value. The fund focuses on investments in the United States as 62.5% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 50% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $203 billion.

The complete list of Anatole Investment Management Ltd trades based on 13F SEC filings

These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Microsoft Corporation	Closed 408,988	$129,137,961,000
Staar Surgical Co.	Closed 2,101,359	$84,432,605,000
NVIDIA Corp	62.70% 72,060	$65,110,534,000	20.12%
Snowflake Inc.	Opened 401,129	$64,822,446,000	20.03%
Confluent Inc	Opened 1,729,398	$52,781,227,000	16.31%
Alphabet Inc	Closed 381,664	$49,944,551,000
Datadog Inc	Closed 520,586	$47,420,179,000
Oracle Corp.	Closed 431,442	$45,698,337,000
Palantir Technologies Inc.	Closed 2,610,847	$41,773,552,000
Tesla Inc	30.75% 214,760	$37,752,660,000	11.66%
Amphenol Corp.	Opened 284,492	$32,816,152,000	10.14%
Informatica Inc.	Opened 880,141	$30,804,935,000	9.52%
Amazon Inc	Closed 220,606	$28,043,435,000
Gigacloud Technology Inc	Opened 748,573	$20,001,871,000	6.18%
Elasitc N V	Opened 195,372	$19,584,089,000	6.05%
Schrodinger, Inc.	Closed 147,375	$4,166,291,000
No transactions found
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