Asset Manager
← All Institutions
Anatole Investment Management Ltd
Market Value
$575M
+58.2%
Holdings
25
+1
New Purchases
9
Added To
1
Closed
12
Reduced
3
Top 10 Concentration
92.5%
Turnover
84.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COIN | 17.18% | 0.00% | +17.18% | $99M |
| GOOGL | 13.33% | 0.00% | +13.33% | $77M |
| AMD | 11.40% | 0.00% | +11.40% | $65M |
| CYBR | 10.11% | 0.00% | +10.11% | $58M |
| NOW | 9.21% | 0.00% | +9.21% | $53M |
| URNM | 7.06% | 0.00% | +7.06% | $41M |
| IBIT | 6.42% | 0.00% | +6.42% | $37M |
| CUBI | 3.06% | 0.00% | +3.06% | $18M |
| HOOD | 6.18% | 4.50% | +1.68% | $36M |
| DFDV | 0.72% | 0.00% | +0.72% | $4M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| INTC | 0.00% | 18.19% | -18.19% | $0 |
| PDD | 0.00% | 16.03% | -16.03% | $0 |
| NVDA | 0.00% | 12.83% | -12.83% | $0 |
| LX | 6.57% | 16.77% | -10.20% | $38M |
| WAY | 0.00% | 9.46% | -9.46% | $0 |
| ZETA | 0.00% | 5.00% | -5.00% | $0 |
| TAL | 0.00% | 4.50% | -4.50% | $0 |
| LEU | 5.08% | 6.46% | -1.38% | $29M |
| LRN | 3.69% | 4.94% | -1.25% | $21M |
| META | 0.00% | 0.39% | -0.39% | $0 |
| TLT | 0.00% | 0.27% | -0.27% | $0 |
| AMZN | 0.00% | 0.27% | -0.27% | $0 |
| SPY | 0.00% | 0.14% | -0.14% | $0 |
| CMG | 0.00% | 0.14% | -0.14% | $0 |
| Z | 0.00% | 0.13% | -0.13% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 7 | $142M | 24.7% |
| Large Cap | 8 | $282M | 49.1% |
| Mid Cap | 7 | $68M | 11.8% |
| Small Cap | 2 | $78M | 13.6% |
| Micro Cap | 1 | $4M | 0.7% |
Portfolio Analytics
Avg Market Cap
$678.0B
Median Market Cap
$43.3B
Avg P/E
42.3
Median P/E
29.7
Avg Dividend Yield
0.01%
Avg Beta
1.17
# Stocks
21
# ETFs / Funds
4
Top Holdings (25 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | COIN | 17.18% | 281,600 | $99M | $350.49 | — | +281,600 | — | NEW |
| 2 | GOOGL | 13.33% | 434,717 | $77M | $176.23 | — | +434,717 | — | NEW |
| 3 | AMD | 11.40% | 461,500 | $65M | $141.90 | — | +461,500 | — | NEW |
| 4 | CYBR | 10.11% | 142,733 | $58M | $406.88 | — | +142,733 | — | NEW |
| 5 | NOW | 9.21% | 51,488 | $53M | $1,028.08 | — | +51,488 | — | NEW |
| 6 | URNM | 7.06% | 846,300 | $41M | $47.93 | — | +846,300 | — | NEW |
| 7 | LX | 6.57% | 5,234,337 | $38M | $7.21 | -$23M | -799,633 | -13.2% | |
| 8 | IBIT | 6.42% | 603,167 | $37M | $61.21 | — | +603,167 | — | NEW |
| 9 | HOOD | 6.18% | 379,200 | $36M | $93.63 | $19M | -13,438 | -3.4% | |
| 10 | LEU | 5.08% | 159,300 | $29M | $183.18 | $6M | -217,504 | -57.7% | |
| 11 | LRN | 3.69% | 146,023 | $21M | $145.19 | $3M | +4,339 | +3.1% | |
| 12 | CUBI | 3.06% | 299,500 | $18M | $58.74 | — | +299,500 | — | NEW |
| 13 | DFDV | 0.72% | 193,700 | $4M | $21.44 | — | +193,700 | — | NEW |
| 14 | Z | —% | — | — | — | -$461K | -6,731 | -100.0% | SOLD |
| 15 | SPY | —% | — | — | — | -$507K | -906 | -100.0% | SOLD |
| 16 | NVDA | —% | — | — | — | -$47M | -429,782 | -100.0% | SOLD |
| 17 | TAL | —% | — | — | — | -$16M | -1,237,269 | -100.0% | SOLD |
| 18 | ZETA | —% | — | — | — | -$18M | -1,339,969 | -100.0% | SOLD |
| 19 | INTC | —% | — | — | — | -$66M | -2,908,266 | -100.0% | SOLD |
| 20 | PDD | —% | — | — | — | -$58M | -491,799 | -100.0% | SOLD |
| 21 | AMZN | —% | — | — | — | -$972K | -5,110 | -100.0% | SOLD |
| 22 | CMG | —% | — | — | — | -$503K | -10,012 | -100.0% | SOLD |
| 23 | TLT | —% | — | — | — | -$983K | -10,802 | -100.0% | SOLD |
| 24 | WAY | —% | — | — | — | -$34M | -919,178 | -100.0% | SOLD |
| 25 | META | —% | — | — | — | -$1M | -2,488 | -100.0% | SOLD |