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AP
Anchyra Partners Portfolio holdings
AUM
$416M
This Fund
S&P 500
This Quarter
Est. Return
+28.08%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$416M
AUM Growth
+$86.9M
(+26%)
Cap. Flow
+$28.7M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
37.33%
Holding
373
New
98
Increased
157
Reduced
83
Closed
23
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sterling Infrastructure
STRL
|
+$2.88M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$858K |
| 3 |
Apple
AAPL
|
+$839K |
| 4 |
Morgan Stanley
MS
|
+$811K |
| 5 |
HTB
HomeTrust Bancshares
HTB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T. Rowe Price
TROW
|
+$831K |
| 2 |
Intuit
INTU
|
+$714K |
| 3 |
Microsoft
MSFT
|
+$542K |
| 4 |
Visa
V
|
+$414K |
| 5 |
Honeywell
HON
|
+$411K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.73% |
| 2 | Financials | 21.72% |
| 3 | Industrials | 8.34% |
| 4 | Communication Services | 7.18% |
| 5 | Consumer Discretionary | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
TFS Financial
TFSL
$4.93B
| $183K | 0.04% |
+10,325
| New | +$161K |
|
327
OneSpan
OSPN
$618M
| $177K | 0.04% |
+12,361
| New | +$156K |
|
328
Hackett Group
HCKT
$287M
| $174K | 0.04% |
+16,196
| New | +$189K |
|
329
Liberty Global Class C
LBTYK
$3.49B
| $174K | 0.04% |
15,851
-4,668
| -23% | -$54K |
|
330
Liberty Global Class A
LBTYA
$3.6B
| $173K | 0.04% |
15,258
-1,126
| -7% | -$13.5K |
|
331
ReNew
RNW
$2.25B
| $167K | 0.04% |
+26,729
| New | +$150K |
|
|
MOMO
332
Hello Group
MOMO
$866M
| $166K | 0.04% |
+28,587
| New | +$171K |
|
333
Ford
F
$55.7B
| $160K | 0.04% |
11,535
+440
| +4% | +$5.94K |
|
334
DoubleVerify
DV
$2.03B
| $156K | 0.04% |
+14,390
| New | +$148K |
|
|
AGNT
335
AGNT Inc
AGNT
$734M
| $149K | 0.04% |
+27,475
| New | +$151K |
|
336
O-I Glass
OI
$1.08B
| $138K | 0.03% |
+14,333
| New | +$135K |
|
|
ADAM
337
Adamas Trust
ADAM
$883M
| $138K | 0.03% |
+14,689
| New | +$126K |
|
338
Nomura Holdings
NMR
$29.1B
| $130K | 0.03% |
14,791
+2,760
| +23% | +$23K |
|
339
Haleon
HLN
$44.2B
| $98.3K | 0.02% |
+10,539
| New | +$98K |
|
340
B2Gold
BTG
$6.7B
| $87.5K | 0.02% |
+23,384
| New | +$107K |
|
|
MTA
341
Metalla Royalty & Streaming
MTA
$818M
| $82.2K | 0.02% |
+10,798
| New | +$76.4K |
|
342
Clover Health Investments
CLOV
$2.51B
| $79.8K | 0.02% |
+15,226
| New | +$51.7K |
|
343
Janus International
JBI
$757M
| $76.8K | 0.02% |
+13,840
| New | +$72.6K |
|
|
HDSN
344
Hudson Technologies
HDSN
$235M
| $75K | 0.02% |
+13,063
| New | +$74.3K |
|
|
NNDM
345
Nano Dimension
NNDM
$343M
| $65.2K | 0.02% |
44,935
| – | – |
|
346
Verra Mobility
VRRM
$744M
| $57.7K | 0.01% |
+13,576
| New | +$143K |
|
347
Zedge
ZDGE
$38.9M
| $31K | 0.01% |
+10,000
| New | +$30.9K |
|
348
Quantum-Si Incorporated
QSI
$177M
| $16.8K | ﹤0.01% |
+18,974
| New | +$18.1K |
|
|
LGVN
349
Longeveron
LGVN
$24.2M
| $14.1K | ﹤0.01% |
+20,000
| New | +$17.3K |
|
|
FFAI
350
Faraday Future Intelligent Electric
FFAI
$10.5M
| $2.47K | ﹤0.01% |
+72
| New | +$3.55K |
|
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Anchyra Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Anchyra Partners held 373 positions worth $416M, up 26% from $330M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Anchyra Partners deployed $28.7M of net new capital in Q2 2026, opening 98 new positions and adding to 157 existing holdings. Its largest new stake was Sterling Infrastructure: 4,104 shares worth $3.44M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was T. Rowe Price, an estimated $831K trimmed.
- Anchyra Partners's largest Q2 2026 buy was Sterling Infrastructure: 4,104 shares worth $3.44M.
- Anchyra Partners added most to Apple in Q2 2026, an estimated $839K increase.
- Anchyra Partners's biggest Q2 2026 reduction was T. Rowe Price, cutting an estimated $831K.
- Anchyra Partners fully exited Intuit in Q2 2026, selling an estimated $714K.
- Anchyra Partners's ten largest holdings make up 37% of its $416M portfolio in Q2 2026.
- Anchyra Partners opened 98 new positions and closed 23 in Q2 2026.
- Anchyra Partners's portfolio value rose 26% quarter-over-quarter to $416M.
Based on Anchyra Partners's 13F filing for Q2 2026, filed 23 Jul 2026.