Anchyra Partners LLC

13F filer · CIK 0002107106

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$416MU.S. long equity reported on 13F

Positions32896 new · 24 closed

Net flow last quarter+$29.7MBuys minus sells

Top 10 positions weight36.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026328 positions
TROWPrice T Rowe Group Inc	$51.6M	12.40%	0.21%	-1.8%	Q4 2025
NVDANvidia Corp	$26M	6.23%	0.00%	+1.7%	Q4 2025
AAPLApple Inc.	$18.3M	4.41%	0.00%	+4.9%	Q4 2025
MSFTMicrosoft Corp	$11.2M	2.70%	0.00%	-4.3%	Q4 2025
GOOGLAlphabet Inc.	$9.9M	2.38%	0.00%	+1.5%	Q4 2025
MUMicron Technology Inc	$8.39M	2.01%	0.00%	+2.1%	Q4 2025
METAMeta Platforms, Inc.	$7.88M	1.89%	Not reported	+3.2%	Q4 2025
AVGOBroadcom Inc.	$6.94M	1.67%	0.00%	+5.5%	Q4 2025
AMZNAmazon Com Inc	$6.63M	1.59%	0.00%	-3.3%	Q4 2025
GLDSPDR Gold Trust	$5.36M	1.29%	0.00%	Not reported	Q4 2025
MRVLMarvell Technology, Inc.	$5.32M	1.28%	0.00%	-2.7%	Q4 2025
ANETArista Networks, Inc.	$4.56M	1.09%	0.00%	+3.4%	Q4 2025
COHRCoherent Corp.	$4.52M	1.09%	0.01%	+5.0%	Q4 2025
JBLJabil Inc	$4.22M	1.01%	0.01%	-4.9%	Q4 2025
BRK.BBerkshire Hathaway Inc	$4.05M	0.97%	Not reported	+2.8%	Q4 2025
PANWPalo Alto Networks Inc	$3.62M	0.87%	0.00%	+2.9%	Q4 2025
CSCOCisco Systems, Inc.	$3.45M	0.83%	0.00%	+2.0%	Q4 2025
STRLSterling Infrastructure, Inc.	$3.44M	0.83%	0.01%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$3.4M	0.82%	Not reported	+3.8%	Q4 2025
SOSouthern Co	$3.35M	0.80%	0.00%	+0.3%	Q4 2025
XOMExxonMobil Holdings Corp	$3.19M	0.77%	0.00%	-1.7%	Q4 2025
MARMarriott International Inc	$3.05M	0.73%	0.00%	+0.3%	Q4 2025
LLYELI LILLY & Co	$2.95M	0.71%	0.00%	+7.2%	Q4 2025
JPMJPMorgan Chase & Co	$2.84M	0.68%	0.00%	+6.6%	Q4 2025
TSLATesla, Inc.	$2.76M	0.66%	0.00%	+6.1%	Q4 2025
AMATApplied Materials Inc	$2.62M	0.63%	0.00%	+7.3%	Q4 2025
NSCNorfolk Southern Corp	$2.53M	0.61%	0.00%	-1.6%	Q4 2025
GOOGAlphabet Inc.	$2.48M	0.60%	Not reported	+29.2%	Q4 2025
WMTWalmart Inc.	$2.47M	0.59%	0.00%	-1.5%	Q4 2025
AMDAdvanced Micro Devices Inc	$2.47M	0.59%	0.00%	+10.8%	Q4 2025
CDNSCadence Design Systems Inc	$2.28M	0.55%	0.00%	+0.7%	Q4 2025
GEGeneral Electric Co	$2.25M	0.54%	0.00%	+1.9%	Q4 2025
DEDeere & Co	$2.03M	0.49%	0.00%	+0.1%	Q4 2025
ETNEaton Corp plc	$2.02M	0.49%	0.00%	+1.5%	Q4 2025
RTXRTX Corp	$1.94M	0.47%	0.00%	+4.7%	Q4 2025
ORCLOracle Corp	$1.9M	0.46%	0.00%	+8.6%	Q4 2025
GEVGE Vernova Inc.	$1.86M	0.45%	0.00%	-4.0%	Q4 2025
PGPROCTER & GAMBLE Co	$1.84M	0.44%	0.00%	-3.3%	Q4 2025
GTOPGenitope Corp	$1.82M	0.44%	Not reported	-2.8%	Q4 2025
TWLOTwilio Inc	$1.73M	0.42%	0.01%	+2.4%	Q4 2025
MSMorgan Stanley	$1.71M	0.41%	0.00%	+99.6%	Q4 2025
JNJJohnson & Johnson	$1.7M	0.41%	0.00%	+5.3%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.66M	0.40%	Not reported	+15.5%	Q4 2025
NFLXNetflix Inc	$1.61M	0.39%	0.00%	-3.5%	Q4 2025
ASMLAsml Holding NV	$1.61M	0.39%	0.00%	+7.9%	Q4 2025
NTAPNetApp, Inc.	$1.53M	0.37%	0.01%	+23.5%	Q4 2025
HDHome Depot, Inc.	$1.51M	0.36%	0.00%	-1.2%	Q4 2025
DALDelta Air Lines, Inc.	$1.5M	0.36%	0.00%	-6.9%	Q4 2025
GRMNGarmin Ltd	$1.5M	0.36%	0.00%	-1.7%	Q4 2025
KLACKla Corp	$1.48M	0.36%	0.00%	+6.1%	Q4 2025

Q1 2026Reported Apr 17, 2026255 positions
TROWPrice T Rowe Group Inc	$41.7M	12.64%	0.21%	-1.4%	Q4 2025
NVDANvidia Corp	$22.2M	6.75%	0.00%	-0.6%	Q4 2025
AAPLApple Inc.	$15.3M	4.66%	0.00%	+2.5%	Q4 2025
MSFTMicrosoft Corp	$11.7M	3.54%	0.00%	+8.1%	Q4 2025
GOOGLAlphabet Inc.	$7.85M	2.38%	0.00%	-0.3%	Q4 2025
METAMeta Platforms, Inc.	$7.76M	2.35%	Not reported	+82.6%	Q4 2025
GLDSPDR Gold Trust	$6.26M	1.90%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$5.99M	1.82%	0.00%	-0.3%	Q4 2025
AVGOBroadcom Inc.	$5.39M	1.64%	0.00%	+3.8%	Q4 2025
XOMExxonMobil Holdings Corp	$4.03M	1.22%	0.00%	+2.4%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.78M	1.15%	Not reported	+2.1%	Q4 2025
SOSouthern Co	$3.37M	1.02%	0.00%	+0.5%	Q4 2025
ANETArista Networks, Inc.	$3.18M	0.97%	0.00%	+0.8%	Q4 2025
JBLJabil Inc	$3.06M	0.93%	0.01%	-0.5%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$2.85M	0.87%	Not reported	+1.0%	Q4 2025
WMTWalmart Inc.	$2.75M	0.84%	0.00%	+1.6%	Q4 2025
MARMarriott International Inc	$2.69M	0.82%	0.00%	+0.6%	Q4 2025
COHRCoherent Corp.	$2.6M	0.79%	0.01%	-0.6%	Q4 2025
MUMicron Technology Inc	$2.41M	0.73%	0.00%	+2.0%	Q4 2025
JPMJPMorgan Chase & Co	$2.4M	0.73%	0.00%	+4.2%	Q4 2025
NSCNorfolk Southern Corp	$2.35M	0.71%	0.00%	+0.9%	Q4 2025
TSLATesla, Inc.	$2.3M	0.70%	0.00%	+0.9%	Q4 2025
NFLXNetflix Inc	$2.24M	0.68%	0.00%	+1.5%	Q4 2025
CSCOCisco Systems, Inc.	$2.23M	0.68%	0.00%	+7.2%	Q4 2025
LLYELI LILLY & Co	$2.11M	0.64%	0.00%	+2.4%	Q4 2025
RTXRTX Corp	$1.88M	0.57%	0.00%	+1.5%	Q4 2025
PGPROCTER & GAMBLE Co	$1.88M	0.57%	0.00%	-0.7%	Q4 2025
MRVLMarvell Technology, Inc.	$1.82M	0.55%	0.00%	+0.3%	Q4 2025
DEDeere & Co	$1.8M	0.55%	0.00%	+0.5%	Q4 2025
ORCLOracle Corp	$1.75M	0.53%	0.00%	+6.1%	Q4 2025
CDNSCadence Design Systems Inc	$1.68M	0.51%	0.00%	+0.3%	Q4 2025
GEGeneral Electric Co	$1.68M	0.51%	0.00%	+4.2%	Q4 2025
ETNEaton Corp plc	$1.67M	0.51%	0.00%	+1.5%	Q4 2025
PANWPalo Alto Networks Inc	$1.66M	0.50%	0.00%	+0.3%	Q4 2025
CVXChevron Corp	$1.56M	0.47%	0.00%	+17.9%	Q4 2025
GOOGAlphabet Inc.	$1.56M	0.47%	Not reported	+34.8%	Q4 2025
JNJJohnson & Johnson	$1.55M	0.47%	0.00%	+5.8%	Q4 2025
VVisa Inc.	$1.53M	0.46%	0.00%	-0.1%	Q4 2025
CMECme Group Inc.	$1.49M	0.45%	0.00%	+1.5%	Q4 2025
GRMNGarmin Ltd	$1.49M	0.45%	0.00%	+3.0%	Q4 2025
GEVGE Vernova Inc.	$1.44M	0.44%	0.00%	-7.0%	Q4 2025
HDHome Depot, Inc.	$1.42M	0.43%	0.00%	-6.3%	Q4 2025
GTOPGenitope Corp	$1.36M	0.41%	Not reported	-1.8%	Q4 2025
MKLMarkel Group Inc.	$1.32M	0.40%	0.01%	+1.9%	Q4 2025
ABBVAbbVie Inc.	$1.17M	0.36%	0.00%	+6.8%	Q4 2025
MAMastercard Inc	$1.17M	0.36%	0.00%	-1.4%	Q4 2025
COSTCostco Wholesale Corp	$1.16M	0.35%	0.00%	+18.5%	Q4 2025
UTHRUNITED THERAPEUTICS Corp	$1.16M	0.35%	0.00%	+0.3%	Q4 2025
AMATApplied Materials Inc	$1.15M	0.35%	0.00%	+3.4%	Q4 2025
DALDelta Air Lines, Inc.	$1.14M	0.35%	0.00%	-0.7%	Q4 2025

Q4 2025Reported Jan 29, 2026243 positions
TROWPrice T Rowe Group Inc	$48M	14.73%	0.21%	New	Q4 2025
NVDANvidia Corp	$23.9M	7.34%	0.00%	New	Q4 2025
AAPLApple Inc.	$16M	4.92%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$14.1M	4.32%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$8.56M	2.63%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$6.66M	2.04%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$5.81M	1.78%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$5.77M	1.77%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$4.9M	1.50%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.88M	1.19%	Not reported	New	Q4 2025
ANETArista Networks, Inc.	$3.37M	1.03%	0.00%	New	Q4 2025
SOSouthern Co	$3.03M	0.93%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$2.96M	0.91%	Not reported	New	Q4 2025
XOMExxonMobil Holdings Corp	$2.79M	0.86%	0.00%	New	Q4 2025
TSLATesla, Inc.	$2.75M	0.84%	0.00%	New	Q4 2025
JBLJabil Inc	$2.64M	0.81%	0.01%	New	Q4 2025
MARMarriott International Inc	$2.54M	0.78%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$2.52M	0.77%	0.00%	New	Q4 2025
WMTWalmart Inc.	$2.43M	0.75%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$2.41M	0.74%	0.00%	New	Q4 2025
NSCNorfolk Southern Corp	$2.34M	0.72%	0.00%	New	Q4 2025
ORCLOracle Corp	$2.19M	0.67%	0.00%	New	Q4 2025
NFLXNetflix Inc	$2.16M	0.66%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$2.07M	0.63%	0.00%	New	Q4 2025
COHRCoherent Corp.	$2.03M	0.62%	0.01%	New	Q4 2025
MUMicron Technology Inc	$1.99M	0.61%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$1.9M	0.58%	0.00%	New	Q4 2025
CDNSCadence Design Systems Inc	$1.88M	0.58%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.88M	0.58%	0.00%	New	Q4 2025
VVisa Inc.	$1.77M	0.54%	0.00%	New	Q4 2025
TTANServiceTitan, Inc.	$1.77M	0.54%	0.05%	New	Q4 2025
RTXRTX Corp	$1.76M	0.54%	0.00%	New	Q4 2025
GEGeneral Electric Co	$1.74M	0.54%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$1.59M	0.49%	0.00%	New	Q4 2025
MRVLMarvell Technology, Inc.	$1.56M	0.48%	0.00%	New	Q4 2025
GTOPGenitope Corp	$1.51M	0.46%	Not reported	New	Q4 2025
RBLXRoblox Corp	$1.5M	0.46%	0.00%	New	Q4 2025
DEDeere & Co	$1.48M	0.45%	0.00%	New	Q4 2025
ETNEaton Corp plc	$1.47M	0.45%	0.00%	New	Q4 2025
MKLMarkel Group Inc.	$1.46M	0.45%	0.01%	New	Q4 2025
INTUIntuit Inc.	$1.37M	0.42%	0.00%	New	Q4 2025
CMECme Group Inc.	$1.36M	0.42%	0.00%	New	Q4 2025
MAMastercard Inc	$1.36M	0.42%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$1.32M	0.40%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$1.26M	0.39%	Not reported	New	Q4 2025
GRMNGarmin Ltd	$1.26M	0.39%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$1.24M	0.38%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$1.24M	0.38%	0.00%	New	Q4 2025
BXBlackstone Inc.	$1.24M	0.38%	0.00%	New	Q4 2025
DALDelta Air Lines, Inc.	$1.2M	0.37%	0.00%	New	Q4 2025

Premium opens every quarter this fund has filed