Featured 13F manager
Anomaly Capital Management, LP Ben Jacobs
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $2.6B
- 24 Positions
- 2026 Q2
- +58.5% QoQ
- Top 5 52.1%
Ben Jacobs files Anomaly Capital Management, LP as a Form 13F. The latest book is 2026 Q2 at $2.6B, up 58.5% QoQ, led by Amazon, Alphabet, and Danaher Del.
Portfolio
top 5 52.1% · top 10 77.7%
- AMZN - Amazon 13.1%
- GOOGL - Alphabet · CL A 12.3%
- DHR - Danaher Del 9.9%
- V - VISA · CL A 9.4%
- GIL - Gildan Activewear 7.4%
- ANET - Arista Networks 7.1%
- MTZ - Mastec 4.9%
- W - Wayfair · CL A 4.9%
- PLD - Prologis 4.8%
- CTVA - Corteva 3.9%
- AZO - Autozone 3.7%
- MTD - Mettler Toledo 2.8%
- Other 15.8%
AUM over time
Latest book
| AMZN - Amazon | 13.09% | Add +5.5% | 1,438,292 | $238.34 | $343M | +74,393 | +$59M |
| GOOGL - Alphabet · CL A | 12.28% | Add +249.3% | 899,813 | $357.37 | $322M | +642,210 | +$247M |
| DHR - Danaher Del | 9.93% | Add +79.0% | 1,365,320 | $190.48 | $260M | +602,649 | +$115M |
| V - VISA · CL A | 9.40% | Add +192.7% | 717,707 | $343.09 | $246M | +472,511 | +$172M |
| GIL - Gildan Activewear | 7.39% | Add +4.0% | 3,750,033 | $51.60 | $194M | +145,620 | −$7M |
| ANET - Arista Networks | 7.08% | Add +89.7% | 1,090,980 | $169.88 | $185M | +515,892 | +$115M |
| MTZ - Mastec | 4.88% | Add +36.7% | 306,921 | $416.06 | $128M | +82,423 | +$55M |
| W - Wayfair · CL A | 4.87% | Add +195.2% | 1,379,204 | $92.42 | $127M | +911,962 | +$92M |
| PLD - Prologis | 4.86% | Add +132.8% | 939,381 | $135.47 | $127M | +535,872 | +$74M |
| CTVA - Corteva | 3.89% | Add +13.8% | 1,201,753 | $84.69 | $102M | +145,354 | +$13M |
| AZO - Autozone | 3.76% | New | 30,816 | $3,196 | $98M | +30,816 | +$98M |
| MTD - Mettler Toledo | 2.81% | New | 57,669 | $1,278 | $74M | +57,669 | +$74M |
| AS - Amer Sports | 2.64% | Add +59.6% | 2,039,960 | $33.84 | $69M | +761,536 | +$27M |
| WMT - Walmart | 1.94% | New | 449,044 | $113.26 | $51M | +449,044 | +$51M |
| Q - Qnity | 1.68% | Reduce −58.0% | 269,475 | $163.31 | $44M | −371,842 | −$30M |
| BIRK - Birkenstock | 1.54% | Reduce −33.8% | 936,368 | $43.03 | $40M | −478,867 | −$10M |
| GKOS - Glaukos | 1.47% | New | 275,995 | $139.76 | $39M | +275,995 | +$39M |
| GEV - GE Vernova | 1.46% | New | 32,519 | $1,175 | $38M | +32,519 | +$38M |
| Sensient Technologies | 1.34% | New | 284,910 | $123.29 | $35M | +284,910 | +$35M |
| TXG - 10X Genomics · CL A | 1.27% | New | 867,794 | $38.34 | $33M | +867,794 | +$33M |
| LIN - Linde | 1.00% | Reduce −50.8% | 50,276 | $518.94 | $26M | −51,854 | −$25M |
| VG - Venture Global · CL A | 0.57% | Add +3.9% | 1,351,078 | $11.13 | $15M | +50,344 | −$5M |
| RRX - Regal Rexnord | 0.44% | New | 47,905 | $238.19 | $11M | +47,905 | +$11M |
| KNX - Knight Swift · CL A | 0.43% | New | 144,892 | $77.87 | $11M | +144,892 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SHAK - Shake Shack · CL A | 5.47% | Exit | 0 | $88.47 | $90M | −1,021,608 | −$90M |
| PANW - Palo Alto Networks | 5.15% | Exit | 0 | $160.32 | $85M | −530,389 | −$85M |
| GEHC - GE HealthCare | 3.72% | Exit | 0 | $71.18 | $61M | −863,449 | −$61M |
| CHRW - C H Robinson Worldwide In | 2.21% | Exit | 0 | $166.07 | $36M | −219,645 | −$36M |
| CMG - Chipotle Mexican Grill | 1.96% | Exit | 0 | $32.01 | $32M | −1,008,942 | −$32M |
| ATI - ATI Inc | 0.66% | Exit | 0 | $145.46 | $11M | −74,830 | −$11M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 24 | $2.6B | +58.5% | 13F-HR | 8/14/2026 | 000117266126003498 |
| 2026 Q1 | 21 | $1.7B | −40.6% | 13F-HR | 5/15/2026 | 000117266126002038 |
| 2025 Q4 | 32 | $2.8B | −18.2% | 13F-HR | 2/17/2026 | 000117266126001065 |
| 2025 Q3 | 35 | $3.4B | +8.1% | 13F-HR | 11/14/2025 | 000117266125004940 |
| 2025 Q2 | 33 | $3.1B | +46.4% | 13F-HR | 8/14/2025 | 000117266125003275 |
| 2025 Q1 | 28 | $2.1B | −36.4% | 13F-HR | 5/15/2025 | 000117266125001972 |
| 2024 Q4 | 36 | $3.4B | +20.6% | 13F-HR | 2/14/2025 | 000117266125000958 |
| 2024 Q3 | 28 | $2.8B | +6.7% | 13F-HR | 11/14/2024 | 000117266124004890 |
| 2024 Q2 | 29 | $2.6B | −7.3% | 13F-HR | 8/14/2024 | 000117266124003363 |
| 2024 Q1 | 31 | $2.8B | +22.2% | 13F-HR | 5/15/2024 | 000117266124002342 |
| 2023 Q4 | 32 | $2.3B | +6.1% | 13F-HR | 2/14/2024 | 000117266124000888 |
| 2023 Q3 | 30 | $2.2B | −15.6% | 13F-HR | 11/14/2023 | 000117266123003909 |
| 2023 Q2 | 35 | $2.6B | +14.0% | 13F-HR | 8/14/2023 | 000117266123003106 |
| 2023 Q1 | 29 | $2.3B | +2.4% | 13F-HR | 5/15/2023 | 000117266123002192 |
| 2022 Q4 | 32 | $2.2B | +19.3% | 13F-HR | 2/14/2023 | 000117266123000900 |
| 2022 Q3 | 25 | $1.9B | −6.2% | 13F-HR | 11/14/2022 | 000117266122002416 |
| 2022 Q2 | 26 | $2B | −13.5% | 13F-HR | 8/15/2022 | 000117266122001871 |
| 2022 Q1 | 29 | $2.3B | +34.8% | 13F-HR | 5/16/2022 | 000117266122001350 |
| 2021 Q4 | 29 | $1.7B | +9.2% | 13F-HR | 2/14/2022 | 000117266122000801 |
| 2021 Q3 | 29 | $1.6B | — | 13F-HR | 11/15/2021 | 000117266121002303 |
About
Anomaly Capital Management, LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2