Anchyra Partners LLC reported 407 positions worth $422.24M for the quarter ended Sep 30, 2026, up 12.6% on the prior quarter. It opened 132 new positions, added to 211, trimmed 60 and exited 47. Its largest holding is Price T Rowe Group Inc at 10.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NMM Navios Maritime Partners L.P. | +55.0K | – | $4.95M | 1.17% |
| NVDA Nvidia Corp | +9,334 | +7.2% | $2.13M | 7.52% |
| AAPL Apple Inc. | +5,571 | +8.8% | $1.86M | 5.44% |
| MSFT Microsoft Corp | +2,929 | +9.7% | $1.50M | 4.02% |
| GOOGL Alphabet Inc. | +2,955 | +10.7% | $1.02M | 2.5% |
| PLXS Plexus Corp | +3,549 | – | $926.11K | 0.219% |
| TSLA Tesla, Inc. | +2,542 | +38.8% | $901.93K | 0.765% |
| META Meta Platforms, Inc. | +1,232 | +8.8% | $893.42K | 2.61% |
| AMZN Amazon Com Inc | +3,378 | +12.1% | $841.63K | 1.84% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1,499 | +152.3% | $683.83K | 0.268% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TROW Price T Rowe Group Inc | -25.3K | -5.6% | $2.64M | 10.56% |
| RBLX Roblox Corp | -18.6K | -100.0% | $1.01M | Exited |
| FSBC Five Star Bancorp | -14.8K | -100.0% | $720.66K | Exited |
| HTB HomeTrust Bancshares, Inc. | -13.9K | -100.0% | $692.57K | Exited |
| ARI Apollo Commercial Real Estate Finance, Inc. | -37.2K | -100.0% | $397.40K | Exited |
| TPL Texas Pacific Land Corp | -848 | -100.0% | $371.12K | Exited |
| FBRT Franklin BSP Realty Trust, Inc. | -45.2K | -100.0% | $367.96K | Exited |
| VRSK Verisk Analytics, Inc. | -2,000 | -100.0% | $359.06K | Exited |
| LYV Live Nation Entertainment, Inc. | -1,902 | -100.0% | $348.28K | Exited |
| FDX Fedex Corp | -1,220 | -60.5% | $347.81K | 0.054% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NMM Navios Maritime Partners L.P. | +55.0K | $4.95M | 1.17% |
| PLXS Plexus Corp | +3,549 | $926.11K | 0.219% |
| SCCO Southern Copper Corp/ | +2,521 | $510.86K | 0.121% |
| AVT Avnet Inc | +4,941 | $493.85K | 0.117% |
| ET Energy Transfer LP | +23.8K | $471.32K | 0.112% |
| WRB Berkley W R Corp | +6,940 | $468.73K | 0.111% |
| STRA Strategic Education, Inc. | +5,693 | $442.18K | 0.105% |
| LITE Lumentum Holdings Inc. | +441 | $428.33K | 0.101% |
| MOS Mosaic Co | +19.2K | $415.81K | 0.098% |
| RGR Sturm Ruger & Co Inc | +9,714 | $412.65K | 0.098% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| RBLX Roblox Corp | -18.6K | $1.01M | 0.27% |
| FSBC Five Star Bancorp | -14.8K | $720.66K | 0.192% |
| HTB HomeTrust Bancshares, Inc. | -13.9K | $692.57K | 0.185% |
| ARI Apollo Commercial Real Estate Finance, Inc. | -37.2K | $397.40K | 0.106% |
| TPL Texas Pacific Land Corp | -848 | $371.12K | 0.099% |
| FBRT Franklin BSP Realty Trust, Inc. | -45.2K | $367.96K | 0.098% |
| VRSK Verisk Analytics, Inc. | -2,000 | $359.06K | 0.096% |
| LYV Live Nation Entertainment, Inc. | -1,902 | $348.28K | 0.093% |
| UHT Universal Health Realty Income Trust | -7,908 | $346.85K | 0.093% |
| EIG Employers Holdings, Inc. | -5,892 | $297.43K | 0.079% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TROW Price T Rowe Group Inc | Financial Services | 428.7K | $44.61M | 10.56% | -25.3K | -5.6% | Reduced | 0.2% |
| 2 | NVDA Nvidia Corp | Technology | 139.0K | $31.75M | 7.52% | +9,334 | +7.2% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 69.0K | $22.97M | 5.44% | +5,571 | +8.8% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 33.1K | $16.97M | 4.02% | +2,929 | +9.7% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 15.2K | $11.04M | 2.61% | +1,232 | +8.8% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 30.7K | $10.55M | 2.5% | +2,955 | +10.7% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 31.2K | $7.77M | 1.84% | +3,378 | +12.1% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 7,151 | $7.62M | 1.8% | -117 | -1.6% | Reduced | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 19.8K | $6.94M | 1.64% | +1,411 | +7.7% | Added | 0% |
| 10 | GLD Spdr Gold Trust | Financial Services | 14.6K | $5.55M | 1.31% | +10 | +0.1% | Added | 0% |
| 11 | ANET Arista Networks, Inc. | Technology | 25.5K | $5.19M | 1.23% | -1,344 | -5.0% | Reduced | 0% |
| 12 | NMM Navios Maritime Partners L.P. | Industrials | 55.0K | $4.95M | 1.17% | +55.0K | – | New | 0.19% |
| 13 | MRVL Marvell Technology, Inc. | Technology | 17.8K | $4.70M | 1.11% | -82 | -0.5% | Reduced | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,819 | $4.39M | 1.04% | +719 | +8.9% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 10.7K | $4.23M | 1% | +33 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Anchyra Partners.
As of its Q3 2026 13F filing, Anchyra Partners LLC’s five largest positions were Price T Rowe Group Inc (TROW) at 10.6%, Nvidia Corp (NVDA) at 7.5%, Apple Inc. (AAPL) at 5.4%, Microsoft Corp (MSFT) at 4.0%, Meta Platforms, Inc. (META) at 2.6% of the reported portfolio.
Anchyra Partners LLC reported a 13F portfolio worth $422.24M across 407 positions for Q3 2026. That is up 12.6% from the previous quarter.
Its largest purchases by value were Navios Maritime Partners L.P. ($4.95M), Nvidia Corp ($2.13M), Apple Inc. ($1.86M). It opened 132 new positions.
Its largest sales by value were Price T Rowe Group Inc ($2.64M), Roblox Corp ($1.01M), Five Star Bancorp ($720.66K). It exited 47 positions entirely.
From the Form 13F-HR reports Anchyra Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.