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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
-11.13%
1 Year Est. Return
-27.93%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$483M
AUM Growth
-$11M
Cap. Flow
+$54.5M
Cap. Flow %
11.27%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AVPT icon
AvePoint
AVPT
+$54.5M

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
$299M 61.85%
19,910,510
+3,243,910
+19% +$54.5M
TUYA
2
Tuya Inc
TUYA
$1.1B
$184M 38.15%
74,626,900
– –

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Anchor @ 65's Q3 2025 Portfolio in Review

As of Q3 2025, Anchor @ 65 held 2 positions worth $483M, down 2.2% from $494M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Anchor @ 65 deployed $54.5M of net new capital in Q3 2025, adding to 1 existing holding.

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

  • Anchor @ 65 added most to AvePoint in Q3 2025, an estimated $54.5M increase.
  • Anchor @ 65's ten largest holdings make up 100% of its $483M portfolio in Q3 2025.
  • Anchor @ 65 opened 0 new positions and closed 0 in Q3 2025.
  • Anchor @ 65's portfolio value fell 2.2% quarter-over-quarter to $483M.

Based on Anchor @ 65's 13F filing for Q3 2025, filed 13 Nov 2025.