ANCHYRA PARTNERS LLC

hedge fundUpdated 49 days ago

Managed by Anchyra Partners Llc • Latest filing Q2 2026

Portfolio value

$416.4M

Q2 2026

Filings

3

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

63.1%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table

Period	Portfolio value
Q4 2025	$326M
Q1 2026	$329.5M
Q2 2026	$416.4M

Top holdings

350 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	T TROW PRICE T ROWE GROUP INC	$51.6M	454.1K	12.40%	Trimmed(-1.8%)
2	N NVDA NVIDIA CORPORATION	$26M	129.7K	6.23%	Added(+1.7%)
3	A AAPL APPLE INC	$18.3M	63.4K	4.41%	Added(+4.8%)
4	M MSFT MICROSOFT CORP	$11.2M	30.2K	2.70%	Trimmed(-4.3%)
5	G GOOGN ALPHABET INC	$9.9M	27.7K	2.38%	Added(+1.5%)
6	E ETHA ISHARES TR	$8.5M	20.0K	2.05%	Added(+8.3%)
7	M MU MICRON TECHNOLOGY INC	$8.4M	7.3K	2.01%	Added(+2.1%)
8	M META META PLATFORMS INC	$7.9M	14.0K	1.89%	Added(+3.2%)
9	A AVGO BROADCOM INC	$6.9M	18.4K	1.67%	Added(+5.5%)
10	A AMZN AMAZON COM INC	$6.6M	27.8K	1.59%	Trimmed(-3.3%)
11	G GLD SPDR GOLD TR	$5.4M	14.6K	1.29%	Unchanged
12	M MRVL MARVELL TECHNOLOGY INC	$5.3M	17.9K	1.28%	Trimmed(-2.7%)
13	A ANET ARISTA NETWORKS INC	$4.6M	26.8K	1.09%	Added(+3.4%)
14	C COHR COHERENT CORP	$4.5M	11.5K	1.09%	Added(+5.0%)
15	J JBL JABIL INC	$4.2M	11.0K	1.01%	Trimmed(-4.8%)
16	E ETHA ISHARES TR	$4.1M	33.1K	0.99%	Added(+340.7%)
17	B BRK-A BERKSHIRE HATHAWAY INC DEL	$4.1M	8.1K	0.97%	Added(+2.8%)
18	S STT-PG SELECT SECTOR SPDR TR	$3.9M	20.4K	0.93%	Unchanged
19	P PANW PALO ALTO NETWORKS INC	$3.6M	10.6K	0.87%	Added(+2.9%)
20	C CSCO CISCO SYS INC	$3.4M	29.3K	0.83%	Added(+2.0%)

T

PRICE T ROWE GROUP INC

-1.8%

Value

$51.6M

Shares

454.1K

% Port

12.40%

N

NVIDIA CORPORATION

+1.7%

Value

$26M

Shares

129.7K

% Port

6.23%

A

APPLE INC

+4.8%

Value

$18.3M

Shares

63.4K

% Port

4.41%

M

MICROSOFT CORP

-4.3%

Value

$11.2M

Shares

30.2K

% Port

2.70%

G

ALPHABET INC

+1.5%

Value

$9.9M

Shares

27.7K

% Port

2.38%

E

ISHARES TR

+8.3%

Value

$8.5M

Shares

20.0K

% Port

2.05%

M

7.MU

MICRON TECHNOLOGY INC

+2.1%

Value

$8.4M

Shares

7.3K

% Port

2.01%

M

META PLATFORMS INC

+3.2%

Value

$7.9M

Shares

14.0K

% Port

1.89%

A

BROADCOM INC

+5.5%

Value

$6.9M

Shares

18.4K

% Port

1.67%

A

AMAZON COM INC

-3.3%

Value

$6.6M

Shares

27.8K

% Port

1.59%

G

11.GLD

SPDR GOLD TR

Unchanged

Value

$5.4M

Shares

14.6K

% Port

1.29%

M

MARVELL TECHNOLOGY INC

-2.7%

Value

$5.3M

Shares

17.9K

% Port

1.28%

A

ARISTA NETWORKS INC

+3.4%

Value

$4.6M

Shares

26.8K

% Port

1.09%

C

COHERENT CORP

+5.0%

Value

$4.5M

Shares

11.5K

% Port

1.09%

J

15.JBL

JABIL INC

-4.8%

Value

$4.2M

Shares

11.0K

% Port

1.01%

E

ISHARES TR

+340.7%

Value

$4.1M

Shares

33.1K

% Port

0.99%

B

BERKSHIRE HATHAWAY INC DEL

+2.8%

Value

$4.1M

Shares

8.1K

% Port

0.97%

S

SELECT SECTOR SPDR TR

Unchanged

Value

$3.9M

Shares

20.4K

% Port

0.93%

P

PALO ALTO NETWORKS INC

+2.9%

Value

$3.6M

Shares

10.6K

% Port

0.87%

C

CISCO SYS INC

+2.0%

Value

$3.4M

Shares

29.3K

% Port

0.83%

View full portfolio (350 holdings) →

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