Anchorage Capital Advisors, L.P.

NEW YORK, NY

$153m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 12.0% of the portfolio this quarter.

Value
$153m
Stocks
2
Top 10 share
100.0%
Turnover
12.0%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

  • Xplr Infrastructure LPXIFR
    Share
    59.9%
    Value
    $92m
    Shares
    7,753,653

    Held

  • EquipmentShare.comEQPT
    Share
    40.1%
    Value
    $61m
    Shares
    3,114,655

    -9%

Options (1)
  • Xplr Infrastructure LPXIFR
    Type
    Call
    Value
    $5m
    Contracts
    389,200

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 999.6% since 30 June 2025.

Where the money is

Technology40.1%
Other59.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.