ANCHYRA PARTNERS LLC — 13F Holdings & Portfolio
CIK 2107106 · latest 13F-HR filed 2026-07-23
ANCHYRA PARTNERS LLC manages $416.4M in 13F-reported U.S. long-equity assets across 350 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TROW (12.40%), NVDA (6.23%), AAPL (4.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 98 new positions, exited 23, added to 149, and trimmed 65.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 425
ATLANTA, GA 30305
$416.4M
Long-equity book
350
Distinct positions
2026-06-30
Filed 2026-07-23
+98 / −23 / ↑149 / ↓65
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PRICE T ROWE GROUP INC$10.0M +23.9%
- MICRON TECHNOLOGY INC$6.0M +248.8%
- NVIDIA CORPORATION$3.7M +16.7%
- MARVELL TECHNOLOGY INC$3.5M +192.7%
- APPLE INC$3.0M +19.5%
Top Trims
- SPDR GOLD TR-$900.8K -14.4%
- EXXON MOBIL CORP-$836.4K -20.8%
- NETFLIX INC-$635.7K -28.3%
- CME GROUP INC-$422.9K -28.3%
- CHEVRON CORP NEW-$292.3K -18.7%
New Positions
- STERLING INFRASTRUCTURE INC$3.4M
- DELL TECHNOLOGIES INC$865.9K
- ISHARES TR$863.9K
- SANDISK CORP$777.6K
- FIVE STAR BANCORP$720.7K
Exited Positions
- INTUIT$714.3K
- HONEYWELL INTL INC$410.9K
- PRICESMART INC$347.5K
- DANAHER CORPORATION$343.9K
- BOSTON SCIENTIFIC CORP$337.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $51.6M | 12.40% | 454,073 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.0M | 6.23% | 129,693 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $18.3M | 4.41% | 63,403 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $11.2M | 2.70% | 30,159 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $9.9M | 2.38% | 27,698 | SH |
| 6 | ISHARES TR | IWV | 464287689 | $8.5M | 2.05% | 19,989 | SH |
| 7 | MICRON TECHNOLOGY INC | MU | 595112103 | $8.4M | 2.01% | 7,268 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $7.9M | 1.89% | 13,990 | SH |
| 9 | BROADCOM INC | AVGO | 11135F101 | $6.9M | 1.67% | 18,364 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $6.6M | 1.59% | 27,824 | SH |
| 11 | SPDR GOLD TR | GLD | 78463V107 | $5.4M | 1.29% | 14,550 | SH |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $5.3M | 1.28% | 17,862 | SH |
| 13 | ARISTA NETWORKS INC | ANET | 040413205 | $4.6M | 1.09% | 26,819 | SH |
| 14 | COHERENT CORP | COHR | 19247G107 | $4.5M | 1.09% | 11,464 | SH |
| 15 | JABIL INC | JBL | 466313103 | $4.2M | 1.01% | 10,955 | SH |
| 16 | ISHARES TR | IWF | 464287614 | $4.1M | 0.99% | 33,120 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.1M | 0.97% | 8,100 | SH |
| 18 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $3.9M | 0.93% | 20,386 | SH |
| 19 | PALO ALTO NETWORKS INC | PANW | 697435105 | $3.6M | 0.87% | 10,626 | SH |
| 20 | CISCO SYS INC | CSCO | 17275R102 | $3.4M | 0.83% | 29,343 | SH |
| 21 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $3.4M | 0.83% | 4,104 | SH |
| 22 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $3.4M | 0.82% | 4,548 | SH |
| 23 | SOUTHERN CO | SO | 842587107 | $3.4M | 0.80% | 35,010 | SH |
| 24 | ISHARES TR | IWD | 464287598 | $3.3M | 0.78% | 13,456 | SH |
| 25 | EXXON MOBIL CORP | XOM | 30231G102 | $3.2M | 0.77% | 23,363 | SH |
| 26 | MARRIOTT INTL INC NEW | MAR | 571903202 | $3.1M | 0.73% | 8,243 | SH |
| 27 | ELI LILLY & CO | LLY | 532457108 | $3.0M | 0.71% | 2,462 | SH |
| 28 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $2.8M | 0.68% | 8,683 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $2.8M | 0.66% | 6,557 | SH |
| 30 | APPLIED MATLS INC | AMAT | 038222105 | $2.6M | 0.63% | 3,625 | SH |
| 31 | NORFOLK SOUTHN CORP | NSC | 655844108 | $2.5M | 0.61% | 8,047 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 0.60% | 7,024 | SH |
| 33 | WALMART INC | WMT | 931142103 | $2.5M | 0.59% | 21,832 | SH |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.5M | 0.59% | 4,254 | SH |
| 35 | ISHARES TR | EFA | 464287465 | $2.5M | 0.59% | 23,637 | SH |
| 36 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $2.3M | 0.55% | 6,077 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $2.2M | 0.54% | 6,013 | SH |
| 38 | DEERE & CO | DE | 244199105 | $2.0M | 0.49% | 3,195 | SH |
| 39 | EATON CORP PLC | ETN | G29183103 | $2.0M | 0.49% | 4,745 | SH |
| 40 | RTX CORPORATION | RTX | 75513E101 | $1.9M | 0.47% | 10,209 | SH |
| 41 | ORACLE CORP | ORCL | 68389X105 | $1.9M | 0.46% | 12,931 | SH |
| 42 | GE VERNOVA INC | GEV | 36828A101 | $1.9M | 0.45% | 1,585 | SH |
| 43 | PROCTER AND GAMBLE CO | PG | 742718109 | $1.8M | 0.44% | 12,565 | SH |
| 44 | GOLDMAN SACHS ETF TR | GTOP | 38149W432 | $1.8M | 0.44% | 36,533 | SH |
| 45 | TWILIO INC | TWLO | 90138F102 | $1.7M | 0.42% | 8,393 | SH |
| 46 | MORGAN STANLEY | MS | 617446448 | $1.7M | 0.41% | 8,203 | SH |
| 47 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.7M | 0.41% | 6,697 | SH |
| 48 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.7M | 0.41% | 7,972 | SH |
| 49 | INVESCO QQQ TR | QQQ | 46090E103 | $1.7M | 0.40% | 2,254 | SH |
| 50 | NETFLIX INC | NFLX | 64110L106 | $1.6M | 0.39% | 22,526 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $416.4M | 350 | 0002107106-26-000003 |
| 2026-03-31 | 2026-04-17 | $329.5M | 275 | 0002107106-26-000002 |
| 2025-12-31 | 2026-01-29 | $326.0M | 259 | 0002107106-26-000001 |