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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
+27.09%
1 Year Est. Return
-27.93%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$467M
AUM Growth
+$58M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
AVPT icon
1
AvePoint
AVPT
$2.77B
$241M 51.56%
16,666,600
– –
TUYA
2
Tuya Inc
TUYA
$1.1B
$226M 48.44%
74,626,900
– –

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WAG
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TFIPS
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Anchor @ 65's Q1 2025 Portfolio in Review

As of Q1 2025, Anchor @ 65 held 2 positions worth $467M, up 14% from $409M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. Anchor @ 65 opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • Anchor @ 65's ten largest holdings make up 100% of its $467M portfolio in Q1 2025.
  • Anchor @ 65 opened 0 new positions and closed 0 in Q1 2025.
  • Anchor @ 65's portfolio value rose 14% quarter-over-quarter to $467M.

Based on Anchor @ 65's 13F filing for Q1 2025, filed 15 May 2025.