Anabranch Capital Management, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Anabranch Capital Management, LP reported 7 stock positions worth $167.9 million. Its top holding was Guidewire Software (GWRE) at 23.7% of the portfolio, followed by Transdigm (TDG, 23.4%) and Microsoft (MSFT, 14.7%). Compared with Q1 2024, it added to 2 and reduced 5. The biggest buy was Microsoft (MSFT, shares +14%) and the biggest sale Somnigroup International (SGI, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001822480
- Portfolio Value
- $167.9M (Q2 2024)
- SEC Filing
- 0001420506-24-001431 ↗ filed Aug 14, 2024
Holdings Value
Holdings 7 stocks · $167.9M
| GWRE Guidewire Software Inc. | 23.66% | 288,167 | $39.7M | Reduce -13.1% |
| TDG Transdigm Group Inc. | 23.43% | 30,793 | $39.3M | Reduce -10.5% |
| MSFT Microsoft Corp. | 14.70% | 55,227 | $24.7M | Add +13.9% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 10.47% | 371,241 | $17.6M | Reduce -24.1% |
| HLT Hilton Worldwide Holdings Inc. | 9.77% | 75,192 | $16.4M | Add +17.5% |
| NYT New York Times Co. Class A | 9.24% | 302,947 | $15.5M | Reduce -9.7% |
| CVNA Carvana Co. | 8.73% | 113,940 | $14.7M | Reduce -29.1% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $130.9M | CVNA, TDG, SGI, GWRE, HLT |
| Q1 2026Amended | 5 | $114.9M | CVNA, TDG, HLT, GWRE, SGI |
| Q4 2025 | 5 | $148.8M | TDG, CVNA, SGI, HLT, GWRE |
| Q3 2025 | 6 | $158.9M | CVNA, TDG, SGI, HLT, LLYVK |
| Q2 2025 | 6 | $167.5M | HLT, CVNA, TDG, SGI, LLYVK |
| Q1 2025 | 7 | $154.6M | SGI, TDG, CVNA, HLT, MSFT |
| Q4 2024Amended | 8 | $167.1M | GWRE, TDG, MSFT, CVNA, SGI |
| Q3 2024 | 7 | $170.4M | TDG, GWRE, MSFT, CVNA, HLT |
| Q2 2024 | 7 | $167.9M | GWRE, TDG, MSFT, SGI, HLT |
| Q1 2024 | 7 | $171.6M | TDG, GWRE, SGI, MSFT, NYT |