Philip Yang

Anabranch Capital Management, Lp

Assets Managed

$114.882M

Holdings

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

-22.79%(2Q avg: -14.56%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Anabranch Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Anabranch Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.882M in assets, with a quarterly growth rate of -22.79% and a 2-quarter average growth rate of -14.56%. The portfolio is managed by Philip Yang, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CVNA Carvana Co Recent Activity Increased 17.19%	26.31%	$30.219M 96,121 shares@ $314.39 avg price	Increased 17.19%
TDG Transdigm Group Inc Recent Activity Decreased -21%	21.97%	$25.228M 21,768 shares@ $1158.96 avg price	Decreased -21%
HLT Hilton Worldwide Holdings In Recent Activity Decreased -22.29%	18.09%	$20.774M 68,319 shares@ $304.09 avg price	Decreased -22.29%
GWRE Guidewire Software Inc Recent Activity Increased 4.06%	16.89%	$19.397M 129,697 shares@ $149.56 avg price	Increased 4.06%
TPX Tempur Sealy International I Recent Activity Decreased -14.54%	16.77%	$19.263M 260,596 shares@ $73.92 avg price	Decreased -14.54%

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