本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Anabranch Capital Management, LP (CIK 1822480) reported $130.9M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CVNA ($45.9M, 35.10%), TDG ($31.4M, 24.00%), SGI ($22.8M, 17.40%), GWRE ($16.0M, 12.19%), HLT ($14.8M, 11.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $45.9M | 35.10% | 698,029 | Added |
| 2 | TDG | TRANSDIGM GROUP INC | $31.4M | 24.00% | 23,588 | Added |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | $22.8M | 17.40% | 290,501 | Added |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | $16.0M | 12.19% | 129,697 | Hold |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC | $14.8M | 11.30% | 44,775 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30