ACM
Anabranch Capital Management Portfolio holdings
AUM
$167M
This Quarter Return
+29.73%
1 Year Return
+48.49%
3 Year Return
+284.45%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Guidewire Software
GWRE
|
$38.7M |
| 2 |
New York Times
NYT
|
$34.2M |
| 3 |
TransDigm Group
TDG
|
$32.4M |
| 4 |
Mercado Libre
MELI
|
$28.7M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Guidewire Software
GWRE
$18.3B
| $38.7M | 23.82% |
+300,762
| New | +$38.7M |
|
|
2
New York Times
NYT
$9.63B
| $34.2M | 21.03% |
+660,155
| New | +$34.2M |
|
|
3
TransDigm Group
TDG
$73.5B
| $32.4M | 19.93% |
+52,347
| New | +$32.4M |
|
|
4
Mercado Libre
MELI
$121B
| $28.7M | 17.66% |
+17,133
| New | +$28.7M |
|
|
5
Liberty Media Series C
FWONK
$25.3B
| $17.9M | 11.03% |
+420,695
| New | +$17.9M |
|
6
Autodesk
ADSK
$68.3B
| $10.6M | 6.54% |
+34,838
| New | +$10.6M |
|