Portfolio (Quarterly) Guide ↗

Anabranch Capital Management, LP

· CIK 0001822480

13F Portfolio $114.9B AUM 5 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 1 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GWRE	GUIDEWIRE SOFTWARE INC	Technology	124,645	$25.1M	16.84%	SOLD

Sector Allocation

Consumer Cyclical 66.9%

Industrials 33.1%