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A6
Anchor @ 65 Portfolio holdings
AUM
$355M
1-Year Est. Return
27.93%
This Fund
S&P 500
This Quarter
Est. Return
+29.88%
1 Year Est. Return
-27.93%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$409M
AUM Growth
–
Cap. Flow
+$379M
Cap. Flow
% of AUM
92.63%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AvePoint
AVPT
|
+$253M |
| 2 |
TUYA
Tuya Inc
TUYA
|
+$125M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
AvePoint
AVPT
$2.77B
| $275M | 67.32% |
+16,666,600
| New | +$253M |
|
|
TUYA
2
Tuya Inc
TUYA
$1.1B
| $134M | 32.68% |
+74,626,900
| New | +$125M |
|
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Anchor @ 65's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Anchor @ 65, which disclosed 2 positions worth $409M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is AvePoint: 16,666,600 shares worth $275M.
By sector, the portfolio is most concentrated in Technology at 100% of assets.
- Anchor @ 65's largest Q4 2024 buy was AvePoint: 16,666,600 shares worth $275M.
- Anchor @ 65's ten largest holdings make up 100% of its $409M portfolio in Q4 2024.
- Anchor @ 65 disclosed 2 positions in Q4 2024, its first 13F filing on record.
Based on Anchor @ 65's 13F filing for Q4 2024, filed 14 Feb 2025.