Arkolith/Funds/Anchyra Partners LLC

Anchyra Partners LLC

CIK 2107106
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Anchyra Partners LLC holds a diversified book of 350 reported positions worth $416.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Sterling Infrastructure Inc and trimmed T Rowe Price Group Inc. Their largest long position is T Rowe Price Group Inc at 12% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
37%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

90% mapped to company sectors

Information Technology
37%
Financials
23%
ETFs / funds
10%
Industrials
9%
Consumer Discretionary
6%
Health Care
4%
Materials
3%
Energy
2%

+4 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Anchyra Partners LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC9 / 80$245.5M
Greenbrier Partners Capital Management, LLC9 / 80$1.3B
Uhlmann Price Securities, LLC48 / 80$2.5B
Draper Asset Management, LLC11 / 80$178.3M
Hoey Investments, Inc57 / 80$685.5M
Howard Hughes Medical Institute18 / 80$386.9M

Ranked by the share of each fund's own book sitting in the names it shares with Anchyra Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

350 positions
#SecurityValueShares% PortLast moveHistory
1Price T Rowe Group Inc
COM
$51.6M454.1K
12.4%
−1.8%
Reduced · −8K sh
2Nvidia Corporation
COM
$26.0M129.7K
6.2%
+1.7%
Added · +2K sh
3Apple Inc
COM
$18.3M63.4K
4.4%
+4.8%
Added · +3K sh
4Microsoft Corp
COM
$11.2M30.2K
2.7%
−4.3%
Reduced · −1K sh
5Alphabet Inc
CAP STK CL A
$9.9M27.7K
2.4%
+1.5%
Added · +415 sh
6Ishares TR
RUSSELL 3000 ETF
$8.5M20.0K
2.0%
+8.3%
Added · +2K sh
7Micron Technology Inc
COM
$8.4M7.3K
2.0%
+2.1%
Added · +149 sh
8Meta Platforms Inc
CL A
$7.9M14.0K
1.9%
+3.1%
Added · +428 sh
9Broadcom Inc
COM
$6.9M18.4K
1.7%
+5.5%
Added · +955 sh
10Amazon Com Inc
COM
$6.6M27.8K
1.6%
−3.3%
Reduced · −943 sh
11SPDR Gold TR
GOLD SHS
$5.4M14.6K
1.3%
Held
12Marvell Technology Inc
COM
$5.3M17.9K
1.3%
−2.7%
Reduced · −492 sh
13Arista Networks Inc
COM SHS
$4.6M26.8K
1.1%
+3.4%
Added · +879 sh
14Coherent Corp
COM
$4.5M11.5K
1.1%
+5.0%
Added · +545 sh
15Jabil Inc
COM
$4.2M11.0K
1.0%
−4.8%
Reduced · −559 sh
16Ishares TR
RUS 1000 GRW ETF
$4.1M33.1K
1.0%
+341%
Added · +26K sh
17Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.1K
1.0%
+2.8%
Added · +221 sh
18Select Sector SPDR TR
STATE STREET TEC
$3.9M20.4K
0.9%
Held
19Palo Alto Networks Inc
COM
$3.6M10.6K
0.9%
+2.9%
Added · +297 sh
20Cisco Sys Inc
COM
$3.4M29.3K
0.8%
+2.0%
Added · +575 sh
21Sterling Infrastructure Inc
COM
$3.4M4.1K
0.8%
New
New position
22SPDR S&P 500 ETF TR
TR UNIT
$3.4M4.5K
0.8%
+3.8%
Added · +165 sh
23Southern Co
COM
$3.4M35.0K
0.8%
+0.3%
Added · +115 sh
24Ishares TR
RUS 1000 VAL ETF
$3.3M13.5K
0.8%
+7.0%
Added · +877 sh
25Exxon Mobil Corp
COM
$3.2M23.4K
0.8%
−1.6%
Reduced · −394 sh
26Marriott Intl Inc New
CL A
$3.1M8.2K
0.7%
+0.3%
Added · +21 sh
27Eli Lilly & Co
COM
$3.0M2.5K
0.7%
+7.2%
Added · +165 sh
28JPMorgan Chase & Co.
COM
$2.8M8.7K
0.7%
+6.6%
Added · +536 sh
29Tesla Inc
COM
$2.8M6.6K
0.7%
+6.1%
Added · +378 sh
30Applied Matls Inc
COM
$2.6M3.6K
0.6%
+7.3%
Added · +248 sh
31Norfolk Southn Corp
COM
$2.5M8.0K
0.6%
−1.6%
Reduced · −132 sh
32Alphabet Inc
CAP STK CL C
$2.5M7.0K
0.6%
+29%
Added · +2K sh
33Walmart Inc
COM
$2.5M21.8K
0.6%
−1.5%
Reduced · −327 sh
34Advanced Micro Devices Inc
COM
$2.5M4.3K
0.6%
+11%
Added · +416 sh
35Ishares TR
MSCI EAFE ETF
$2.5M23.6K
0.6%
+17%
Added · +3K sh
36Cadence Design System Inc
COM
$2.3M6.1K
0.5%
+0.7%
Added · +41 sh
37Ge Aerospace
COM NEW
$2.2M6.0K
0.5%
+1.9%
Added · +110 sh
38Deere & Co
COM
$2.0M3.2K
0.5%
+0.1%
Added · +4 sh
39Eaton Corp PLC
SHS
$2.0M4.7K
0.5%
+1.5%
Added · +70 sh
40RTX Corporation
COM
$1.9M10.2K
0.5%
+4.7%
Added · +455 sh
41Oracle Corp
COM
$1.9M12.9K
0.5%
+8.6%
Added · +1K sh
42Ge Vernova Inc
COM
$1.9M1.6K
0.4%
−4.0%
Reduced · −66 sh
43Procter And Gamble Co
COM
$1.8M12.6K
0.4%
−3.3%
Reduced · −428 sh
44Goldman Sachs ETF TR
TECHNOLOGY OPPOR
$1.8M36.5K
0.4%
−2.8%
Reduced · −1K sh
45Twilio Inc
CL A
$1.7M8.4K
0.4%
+2.4%
Added · +197 sh
46Morgan Stanley
COM NEW
$1.7M8.2K
0.4%
+100%
Added · +4K sh
47Johnson & Johnson
COM
$1.7M6.7K
0.4%
+5.3%
Added · +339 sh
48Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.7M8.0K
0.4%
Held
49Invesco QQQ TR
UNIT SER 1
$1.7M2.3K
0.4%
+16%
Added · +303 sh
50Netflix Inc
COM
$1.6M22.5K
0.4%
−3.5%
Reduced · −813 sh
Showing 50 of 350 positions
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Filing history

As-of date vs the date the SEC received each filing

$416.4M · Q2 2026Q4 2025 · $326.0MQ2 2026 · $416.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d350$416.4M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d275$329.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d259$326.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.