13F Insight
DOSSIER · 13F-HR · Q1 2026

Anchor @ 65 Pte. Ltd.

$362M in tracked AUM across 2 positions as of Q1 2026.

A@
CIK 0001993962 · last filed Mar 31, 2026
Total AUM
$362M
as of Q1 2026
Holdings
2
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Anchor @ 65 Pte. Ltd. reports a highly concentrated investment portfolio characterized by a significant reduction in assets under management (AUM). As of the reporting period ending September 30, 2025, the total portfolio value stands at approximately $184.33 million, representing a sharp decline of 62.7% from the $494.22 million reported in the previous quarter. The portfolio currently consists of only a single holding, indicating an extreme "high-conviction" strategy wi...

Key Holdings

The portfolio is entirely composed of Tuya Inc. (TUYA), which accounts for 100% of the total value at $184.33 million. The position consists of 74.63 million shares, making Anchor @ 65 Pte. Ltd. a substantial shareholder in Tuya. The fact that this is the sole remaining asset implies that the firm has allocated all available capital to this specific opportunity. Tuya Inc., a global IoT cloud platform, represents the firm's entire exposure to the market, meaning the fund's performance will be directly correlated with the stock price movements of this single entity.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVPT
AVEPOINT INC
$189M19.9M52.3%02
TUYA
TUYA INC
$172M74.6M47.7%

Filing history

2026Q1Mar 31
$362M▼ 16.7%
2 positionsView →2025Q4Dec 31
$434M▲ 135.5%
2 positionsView →2025Q3Sep 30
$184M▼ 62.7%
1 positionsView →2025Q2Jun 30
$494M▲ 118.6%
2 positionsLocked2025Q1Mar 31
$226M▼ 44.7%
1 positionsLocked2024Q4Dec 31
$409M—
2 positionsLocked