Anomaly Capital Management, LP activity
Every position Ben Jacobs opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
9
Add
12
Reduce
3
Exit
6
30 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| AZO | New | 0% to 3.8% | $98M | Q1→Q2 |
| MTD | New | 0% to 2.8% | $74M | Q1→Q2 |
| WMT | New | 0% to 1.9% | $51M | Q1→Q2 |
| GKOS | New | 0% to 1.5% | $39M | Q1→Q2 |
| GEV | New | 0% to 1.5% | $38M | Q1→Q2 |
| Sensient Technologies | New | 0% to 1.3% | $35M | Q1→Q2 |
| TXG | New | 0% to 1.3% | $33M | Q1→Q2 |
| RRX | New | 0% to 0.44% | $11M | Q1→Q2 |
| KNX | New | 0% to 0.43% | $11M | Q1→Q2 |
| SHAK | Exit | 5.5% to 0% | $90M | Q1→Q2 |
| PANW | Exit | 5.2% to 0% | $85M | Q1→Q2 |
| GEHC | Exit | 3.7% to 0% | $61M | Q1→Q2 |
| CHRW | Exit | 2.2% to 0% | $36M | Q1→Q2 |
| CMG | Exit | 2.0% to 0% | $32M | Q1→Q2 |
| ATI | Exit | 0.66% to 0% | $11M | Q1→Q2 |
| GOOGL | Add | 4.5% to 12.3% | +249.3% sh | Q1→Q2 |
| V | Add | 4.5% to 9.4% | +192.7% sh | Q1→Q2 |
| GIL | Add | 12.1% to 7.4% | +4.0% sh | Q1→Q2 |
| AMZN | Add | 17.2% to 13.1% | +5.5% sh | Q1→Q2 |
| ANET | Add | 4.3% to 7.1% | +89.7% sh | Q1→Q2 |
| W | Add | 2.1% to 4.9% | +195.2% sh | Q1→Q2 |
| PLD | Add | 3.2% to 4.9% | +132.8% sh | Q1→Q2 |
| CTVA | Add | 5.4% to 3.9% | +13.8% sh | Q1→Q2 |
| DHR | Add | 8.8% to 9.9% | +79.0% sh | Q1→Q2 |
| VG | Add | 1.2% to 0.57% | +3.9% sh | Q1→Q2 |
| MTZ | Add | 4.4% to 4.9% | +36.7% sh | Q1→Q2 |
| AS | Add | 2.6% to 2.6% | +59.6% sh | Q1→Q2 |
| Q | Reduce | 4.5% to 1.7% | −58.0% sh | Q1→Q2 |
| LIN | Reduce | 3.1% to 1.0% | −50.8% sh | Q1→Q2 |
| BIRK | Reduce | 3.1% to 1.5% | −33.8% sh | Q1→Q2 |