Anabranch Capital Management, LP
•CIK: 1822480•Filing: Q4 2025
Anabranch Capital Management, LP is a concentrated, actively managed fund overseeing $149M in assets. The portfolio exhibits significant conviction, with top holdings including T7D at $36.6M and CVNA at $34.6M. The remaining five positions are anchored by substantial allocations to TPD ($27.2M), HLT ($25.3M), and GWRE ($25.1M). This structure suggests a high-conviction, sector-specific approach to capital deployment.
Total AUM
$148.8M
QoQ Performance
-6.3%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
T7D
CVNA
TPD
HLT
GWRE
T7D24.6%
CVNA23.3%
TPD18.3%
HLT17.0%
GWRE16.8%
📈 Biggest Buys
GWRE
GUIDEWIRE SOFTWARE INC
+276.7%
16.8% of portfolio
📉 Biggest Sells
Sector Breakdown
Other83.0%
Consumer17.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑1 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023