Anchorage Capital Group, L.L.C.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Anchorage Capital Group, L.L.C. reported 3 stock positions worth $436.3 million. Its top holding was Equipmentshare.com Class A (EQPT) at 83.0% of the portfolio, followed by Sentinelone Class A (S, 14.6%) and Ginkgo Bioworks (DNA, 2.5%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Equipmentshare.com Class A (EQPT).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001300714
Portfolio Value
$436.3M (Q1 2026)
SEC Filing
0000905148-26-002370 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $377.5M Q1 2024 Q2 2024: $316.7M Q2 2024 Q3 2024: $374.8M Q3 2024 Q4 2024: $272.5M Q4 2024 Q1 2025: $239.9M Q1 2025 Q2 2025: $258.7M Q2 2025 Q3 2025: $117.4M Q3 2025 Q4 2025: $88.6M Q4 2025 Q1 2026: $436.3M $436.3M Q1 2026 Q2 2026: $450.5M Q2 2026

Holdings 3 stocks · $436.3M

EQPT Equipmentshare.com Inc. Class A 82.97% 17,770,560 $362.0M New
S Sentinelone Inc. Class A 14.58% 4,937,053 $63.6M No change
DNA Ginkgo Bioworks Holdings Inc. 2.45% 1,746,363 $10.7M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

EQPT Equipmentshare.com Inc. Class A New 82.97% +82.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$450.5MEQPT, S, DNA
Q1 2026 3$436.3MEQPT, S, DNA
Q4 2025 2$88.6MS, DNA
Q3 2025 3$117.4MS, DNA, AMBP
Q2 2025 5$258.7MS, FYBR, ROIV, DNA, AMBP
Q1 2025 5$239.9MS, FYBR, ROIV, DNA, AMBP
Q4 2024 5$272.5MS, FYBR, ROIV, DNA, AMBP
Q3 2024 5$374.8MFYBR, S, ROIV, DNA, AMBP
Q2 2024 5$316.7MFYBR, S, ROIV, DNA, AMBP
Q1 2024 6$377.5MFYBR, S, DNA, ROIV, AMBP