Equal-WT
WhaleScore 2.0
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Anatole Investment Management LTD is based out of Central. Anatole Investment Management LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $391,243,651 in managed 13F securities
and a top 10 holdings concentration of 95.05%. Anatole Investment Management LTD's largest holding is Microsoft Corp. with shares held of 215,729. Whalewisdom has at least 24 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
CFLT Confluent Inc | 15.93% |
AMD Advanced Micro Devic | 15.32% |
INTC Intel Corp. | 11.39% |
INFA Informatica Inc | 6.2% |
ARM Arm Holdings plc. | 5.95% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
NVDA NVIDIA Corp. | 14.19% |
STAA Staar Surgical Co. | 8.95% |
GOOGL Alphabet Inc. Class | 8.43% |
TSLA Tesla Inc | 8.36% |
DDOG Datadog Inc | 8.01% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 20.73% |
CFLT Confluent Inc | 15.93% |
AMD Advanced Micro Devic | 15.32% |
INTC Intel Corp. | 11.39% |
INFA Informatica Inc | 6.2% |
2023-12-31
13F Activity
Market Value | $391m, Prior: $0.59b |
New Purchases | 9 stocks |
Added To | 0 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 4 stocks |
Top 10 Holdings % | 95.05% |
Turnover %[1] | 115.38% |
Turnover Alt %[2] | 67.97% |
Time Held Top 20 | 0.5385 quarters |
Time Held Top 10 | 0.6 quarters |
Time Held All | 0.54 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31