StockDriftsStockDriftsTop 50 Anchyra Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | 12.4% | 454.1K | $51.6M | -1.76%(-8.12K) | $102.51(+11.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.23% | 129.7K | $26.0M | +1.69%(+2.16K) | $186.48(+18.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.41% | 63.4K | $18.3M | +4.85%(+2.93K) | $263.46(+16.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.7% | 30.2K | $11.2M | -4.25%(-1.34K) | $495.28(+1.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.38% | 27.7K | $9.9M | +1.52%(+415) | $278.61(+26.15%) | 2026-06-30 | |
| IWV | ISHARES TR | 2.05% | 20.0K | $8.5M | +8.30%(+1.53K) | $382.49(+15.13%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.01% | 7.3K | $8.4M | +2.09%(+149) | $238.46(+261.49%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.89% | 14.0K | $7.9M | +3.16%(+428) | $657.16(-9.19%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.67% | 18.4K | $6.9M | +5.49%(+955) | $343.85(+22.25%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.59% | 27.8K | $6.6M | -3.28%(-943) | $225.20(+22.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.57% |
Anchyra Partners LLC reports $416.39M in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are TROW (12.4%), NVDA (6.2%) and AAPL (4.4%). The top 20 holdings account for 47.68% of reported assets. Its disclosed equity book has returned +5.92% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Anchyra Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107106). View Anchyra Partners LLC’s 13F filings on SEC