ACM

Anabranch Capital Management Portfolio holdings

AUM $167M
1-Year Est. Return 48.49%
This Quarter Est. Return
1 Year Est. Return
+48.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$34.2M
3
+$32.4M
4
MELI icon
Mercado Libre
MELI
+$28.7M
5
FWONK icon
Liberty Media Series C
FWONK
+$17.9M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 32.05%
2 Technology 30.36%
3 Industrials 19.93%
4 Consumer Discretionary 17.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 23.82%
+300,762
2
$34.2M 21.03%
+660,155
3
$32.4M 19.93%
+52,347
4
$28.7M 17.66%
+17,133
5
$17.9M 11.03%
+435,120
6
$10.6M 6.54%
+34,838