Anchorage Capital Group, L.L.C.

CIK 1300714 · View on SEC EDGAR ↗

Portfolio value
$450.5M
#4,054 of 9,443 by 13F value · top 42.9%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: +3.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
1.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 33.3% still held

New positions
0
Increased
0
Decreased
0
Closed
2
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-28.4%
S&P 500 total return (same window)
+28.1%
Excess return
-56.5%

Annualized: -20.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.5% · Options excluded: 0.0%

Sector breakdown

Technology
18.6%
Healthcare
3.8%
Other/Unmapped
77.6%

Full portfolio 3 positions

Type Streak 8Q trend
EQPT EquipmentShare.com Inc - Class A Common Stock $349,369,210 77.56% 17,770,560 $-12,617,097
S SentinelOne, Inc. Class A Common Stock $83,781,789 18.60% 4,937,053 $20,192,546
DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock $17,306,457 3.84% 1,746,363 $6,601,252

Top movers (QoQ)

Security Action Shares Δ Value Δ
S Price move only +0 +$20.2M
EQPT Price move only +0 -$12.6M
DNA Price move only +0 +$6.6M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
FYBR Sept. 30, 2025 2,443,742 $88,952,209 No longer tracked
ROIV Sept. 30, 2025 4,832,642 $54,463,875 144.9%
AMBP Dec. 31, 2025 1,250,000 $4,987,500 24.6%
AMPWF Dec. 31, 2025 1,245,385 $15,692 No longer tracked