Anabranch Capital Management, LP
CIK 0001822480 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$130.9M
2026 Q2
Positions
5
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CVNA
CARVANA CO
35.1%
TDG
TRANSDIGM GROUP INC
24.0%
SGI
SOMNIGROUP INTERNATIONAL INC
17.4%
GWRE
GUIDEWIRE SOFTWARE INC
12.2%
HLT
HILTON WORLDWIDE HLDGS INC
11.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.