Manager activity
Anomaly Capital Management, LP
Ben Jacobs
New
9
Add
12
Reduce
3
Exit
6
30 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| AZO | New | +3.76% | opened 3.8% | Q1→Q2 |
| MTD | New | +2.81% | opened 2.8% | Q1→Q2 |
| WMT | New | +1.94% | opened 1.9% | Q1→Q2 |
| GKOS | New | +1.47% | opened 1.5% | Q1→Q2 |
| GEV | New | +1.46% | opened 1.5% | Q1→Q2 |
| Sensient | New | +1.34% | opened 1.3% | Q1→Q2 |
| TXG | New | +1.27% | opened 1.3% | Q1→Q2 |
| RRX | New | +0.44% | opened 0.44% | Q1→Q2 |
| KNX | New | +0.43% | opened 0.43% | Q1→Q2 |
| SHAK | Exit | −5.47% | was 5.5% | Q1→Q2 |
| PANW | Exit | −5.15% | was 5.2% | Q1→Q2 |
| GEHC | Exit | −3.72% | was 3.7% | Q1→Q2 |
| CHRW | Exit | −2.21% | was 2.2% | Q1→Q2 |
| CMG | Exit | −1.96% | was 2.0% | Q1→Q2 |
| ATI | Exit | −0.66% | was 0.66% | Q1→Q2 |
| GOOGL | Add | +7.79% | +249.3% sh | Q1→Q2 |
| V | Add | +4.91% | +192.7% sh | Q1→Q2 |
| GIL | Add | −4.76% | +4.0% sh | Q1→Q2 |
| AMZN | Add | −4.11% | +5.5% sh | Q1→Q2 |
| ANET | Add | +2.80% | +89.7% sh | Q1→Q2 |
| W | Add | +2.74% | +195.2% sh | Q1→Q2 |
| PLD | Add | +1.63% | +132.8% sh | Q1→Q2 |
| CTVA | Add | −1.47% | +13.8% sh | Q1→Q2 |
| DHR | Add | +1.17% | +79.0% sh | Q1→Q2 |
| VG | Add | −0.67% | +3.9% sh | Q1→Q2 |
| MTZ | Add | +0.50% | +36.7% sh | Q1→Q2 |
| AS | Add | +0.09% | +59.6% sh | Q1→Q2 |
| Q | Reduce | −2.80% | −58.0% sh | Q1→Q2 |
| LIN | Reduce | −2.07% | −50.8% sh | Q1→Q2 |
| BIRK | Reduce | −1.53% | −33.8% sh | Q1→Q2 |