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CIK: 0002107106
Total reported value
$476.8M
$476.8M
350 檔
24.6%
According to the latest 13F quarterly dataset, Anchyra Partners LLC managed an equity portfolio of $476.8M at the end of Q2 2026, spanning 350 distinct U.S. exchange-listed positions.
In Q2 2026, Anchyra Partners LLC displayed an active expansion posture, initiating 87 new positions and adding to 62 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TROW | T Rowe Price Group Inc | Stock-Financials | 12.40% | -3.04% | -1.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.23% | +0.43% | +1.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.41% | +4.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | +0.86% | -4.25% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | -0.17% | +1.52% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.05% | -0.17% | +8.30% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 2.01% | -0.41% | +2.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | +0.43% | +3.16% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | -0.21% | +5.49% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.04% | -3.28% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.13% | — | |
| 12 | MRVL | Marvell Technology Inc | Stock-Tech | 1.28% | -0.29% | -2.68% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.09% | — | +3.39% | |
| 14 | COHR | Coherent CORP | Stock-Tech | 1.09% | -0.39% | +4.99% | |
| 15 | JBL | Jabil Inc | Stock-Tech | 1.01% | -0.34% | -4.86% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | -0.04% | +340.72% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.05% | +2.80% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.93% | -0.09% | — | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | +0.02% | +2.88% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | -0.16% | +2.00% | |
| 21 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.83% | -0.41% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +2.07% | +3.76% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.80% | -0.19% | +0.33% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | — | +6.97% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.77% | EXIT | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.73% | -0.11% | +0.26% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | -0.03% | +7.18% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +6.58% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.02% | +6.12% | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | -0.23% | +7.34% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.61% | -0.08% | -1.61% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.04% | +29.24% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.08% | -1.48% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | -0.01% | +10.84% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.04% | +16.99% | |
| 36 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.55% | -0.10% | +0.68% | |
| 37 | GE | General Electric | Stock-Industrials | 0.54% | -0.13% | +1.86% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.49% | -0.02% | +0.13% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | -0.03% | +1.50% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.04% | +4.66% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.07% | +8.55% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | -0.12% | -4.00% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.01% | -3.29% | |
| 44 | GTOP | Gs Tech Opportunities ETF | ETF-Tech | 0.44% | -0.05% | -2.81% | |
| 45 | TWLO | Twilio Inc - A | Stock-Tech | 0.42% | +0.09% | +2.40% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.41% | -0.07% | +99.63% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | — | +5.33% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | -0.08% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.21% | +15.53% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.04% | -3.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.3% | +2.09% | Add |
| 2 | STRL | Sterling Infrastructure Inc | +0.8% | NEW | New buy |
| 3 | MRVL | Marvell Technology Inc | +0.7% | -2.68% | Trim |
| 4 | PANW | Palo Alto Networks Inc | +0.4% | +2.88% | Add |
| 5 | AMD | Advanced Micro Devices | +0.4% | +10.84% | Add |
| 6 | COHR | Coherent CORP | +0.3% | +4.99% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +7.34% | Add |
| 8 | INTC | Intel CORP | +0.2% | +20.22% | Add |
| 9 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 10 | MUB | Ishares National Muni Bond E | +0.2% | NEW | New buy |
| 11 | MS | Morgan Stanley | +0.2% | +99.63% | Add |
| 12 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 13 | FSBC | Five Star Bancorp | +0.2% | NEW | New buy |
| 14 | HTB | Hometrust Bancshares Inc | +0.2% | NEW | New buy |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +2.00% | Add |
| 16 | KLAC | Kla CORP | +0.2% | +960.69% | Add |
| 17 | HUT | Hut 8 CORP | +0.2% | NEW | New buy |
| 18 | LRCX | Lam Research CORP | +0.1% | +8.68% | Add |
| 19 | APH | Amphenol Corp-cl A | +0.1% | +93.21% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +29.24% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +3.39% | Add |
| 22 | NTAP | Netapp Inc | +0.1% | +23.54% | Add |
| 23 | NWSA | News CORP - Class A | +0.1% | NEW | New buy |
| 24 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 25 | TWLO | Twilio Inc - A | +0.1% | +2.40% | Add |
| 26 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 29 | ARI | Apollo Commercial Real Estat | +0.1% | NEW | New buy |
| 30 | ASML | ASML Holding N.V. | +0.1% | +7.88% | Add |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +4.61% | Add |
| 32 | ENTG | Entegris Inc | +0.1% | NEW | New buy |
| 33 | ATI | Ati Inc | +0.1% | NEW | New buy |
| 34 | TPL | Texas Pacific Land CORP | +0.1% | NEW | New buy |
| 35 | FBRT | Franklin Bsp Realty Trust In | +0.1% | NEW | New buy |
| 36 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 37 | VRSK | Verisk Analytics Inc | +0.1% | NEW | New buy |
| 38 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 39 | JBL | Jabil Inc | +0.1% | -4.86% | Trim |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | +39.43% | Add |
| 41 | QCOM | Qualcomm Inc | +0.1% | +39.46% | Add |
| 42 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 43 | LYV | Live Nation Entertainment In | +0.1% | NEW | New buy |
| 44 | UHT | Universal Health Rlty Income | +0.1% | NEW | New buy |
| 45 | VNO | Vornado Realty Trust | +0.1% | NEW | New buy |
| 46 | CRC | California Resources CORP | +0.1% | NEW | New buy |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | +0.1% | +7.18% | Add |
| 49 | CAT | Caterpillar Inc | +0.1% | +6.90% | Add |
| 50 | KEYS | Keysight Technologies In | +0.1% | +61.40% | Add |
According to official SEC Form 13F filings, Anchyra Partners LLC reported a total U.S. public equity portfolio value of $476.8M across 350 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TROW, NVDA, AAPL) accounted for 24.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
STRL
市值: $3.4M
Top Position Liquidated / Trimmed
INTU
前期市值: $714.3K
During Q2 2026, Anchyra Partners LLC's top holdings by market value included TROW (12.4%)、NVDA (6.2%)、AAPL (4.4%). The largest single position, TROW, represented 12.4% of total portfolio value.
In Q2 2026, Anchyra Partners LLC made 197 total portfolio adjustments, initiating 87 new buys, adding to 62 positions, trimming 28 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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