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Anchor IV Pte. Ltd. Historical SEC 13F Holdings & Archive (Q3 2024)
Anchor IV Pte. Ltd.CIK: 0001993966
Concentrated strategyLong-term holder
Total reported value
$196.2M
Reporting period: 2024-09-30 · Number of holdings: 1
Anchor IV Pte. Ltd. disclosed 1 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of $196.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVPT | Avepoint Inc | Stock-Other | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
+28.3%
Performance Last 4 Quarters
-14.4%
- Stdev
- +42.9%
- Beta
- +1.51
- Alpha
- -3.8%
- Max Drawdown
- -50.8%
- Annualized Perf
- +21.5%
- Batting Avg vs S&P
- +48.5%
- Sortino
- +1.26
- Stutzer
- +0.2
- Treynor
- +0.18
- Sterling
- +0.54
- Calmar
- +0.42
- Information Ratio
- +0.18
- Tracking Error
- +39.4%
- Stdev Down
- +22.1%
- Winning Months %
- +57.6%
- Losing Months %
- +42.4%
- Best 12 Months
- +143.9%
- Worst 12 Months
- -41.9%
- Efficiency Ratio
- +0.24
- Sharpe
- +0.65
- Stdev Sectors
- —
- Skewness
- +1.04
- Kurtosis
- +2.7
- Upside Potential
- +3.11
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Anchor IV Pte. Ltd. and what type of investor is it?
Anchor IV Pte. Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-09-30), the firm manages a tracked equity portfolio valued at approximately $196.2M, spread across 1 disclosed positions.
What are Anchor IV Pte. Ltd.'s largest equity positions?
Based on the latest 13F filing, Anchor IV Pte. Ltd.'s top holdings by market value are:
1. Avepoint Inc (AVPT) — $196.2M (100.0%)
What changes did Anchor IV Pte. Ltd. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Anchor IV Pte. Ltd. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Anchor IV Pte. Ltd. focus on?
Sector breakdown data is not yet available for Anchor IV Pte. Ltd.. Check back after the next 13F processing cycle.
Investment Profile
Anchor IV Pte. Ltd. returned an annualized 21.5% over the trailing 33 months — underperforming the S&P 500 by 3.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.51 (more volatile than the market) and a 48% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its AVPT position for two straight quarters, increasing it by $64.2M to reach $196.2M.
Peer Institutions
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CR
Crystal Rock Capital Management
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Total reported value
$196.2M
34 stks
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Concentration19.5
Portfolio Stability22.5
Sector conviction51.0
AUM within 0.0% of this institution
View detail
LF
LBJ Family Wealth Advisors, Ltd.
CIK 0001601622
Total reported value
$196.1M
28 stks
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Concentration50.1
Portfolio Stability14.8
Sector conviction100.0
AUM within 0.0% of this institution
View detail
BG
Bridge Generations Wealth Management LLC
CIK 0002056071
Total reported value
$196.2M
34 stks
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Concentration30.9
Portfolio Stability13.2
Sector conviction100.0
AUM within 0.0% of this institution
View detail
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Developer Access
Access Anchor IV Pte. Ltd.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/anchor-iv-pte-ltdCLI
npx alphasmo institutions get anchor-iv-pte-ltd