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
Book
| EXPE - Expedia Group | 11.41% | Hold | 1,084,165 | $163.90 | $178M |
| PANW - Palo Alto Networks | 10.72% | Hold | 348,480 | $479.00 | $167M |
| BLDR - Builders Firstsource | 7.86% | Hold | 2,365,029 | $51.74 | $122M |
| FISV - Fiserv | 6.66% | Hold | 954,986 | $108.50 | $104M |
| TECK - Teck Resources · CL B | 5.07% | Hold | 3,170,863 | $24.91 | $79M |
| DHI - D.R. Horton | 4.72% | Hold | 874,720 | $83.97 | $73M |
| Canadian Pac Ry | 4.71% | Hold | 1,126,072 | $65.07 | $73M |
| LYFT — · CL A | 4.46% | Hold | 1,294,286 | $53.59 | $69M |
| SNAP — · CL A | 4.17% | Hold | 878,429 | $73.87 | $65M |
| BMBL - Bumble · CL A | 3.97% | Hold | 1,237,887 | $49.98 | $62M |
| CF - Cf Inds | 3.61% | Hold | 1,007,536 | $55.82 | $56M |
| DDOG - Datadog · CL A | 3.61% | Hold | 397,279 | $141.35 | $56M |
| Nuance Communications | 3.54% | Hold | 1,000,000 | $55.04 | $55M |
| ROKU - ROKU Inc · CL A | 3.33% | Hold | 165,587 | $313.35 | $52M |
| Outfront Media | 2.58% | Hold | 1,591,546 | $25.20 | $40M |
| MSFT - Microsoft | 2.57% | Hold | 141,817 | $281.92 | $40M |
| Fleetcor Technologies | 2.39% | Hold | 142,584 | $261.27 | $37M |
| DAR - Darling Ingredients | 2.11% | Hold | 457,680 | $71.90 | $33M |
| EXP - Eagle Matls | 1.92% | Hold | 227,550 | $131.16 | $30M |
| CCK - Crown | 1.71% | Hold | 263,525 | $100.78 | $27M |
| META - Meta Platforms · CL A | 1.60% | Hold | 73,250 | $339.39 | $25M |
| TPR - Tapestry | 1.51% | Hold | 633,644 | $37.02 | $23M |
| OVV - Ovintiv | 1.48% | Hold | 700,260 | $32.88 | $23M |
| HESS | 1.33% | Hold | 265,378 | $78.11 | $21M |
| GTM - Zoominfo Technologies · CL A | 1.04% | Hold | 265,510 | $61.19 | $16M |
| RMNI - Rimini Str Del | 0.74% | Hold | 1,200,194 | $9.65 | $12M |
| MTCH - Match Group | 0.64% | Hold | 63,929 | $156.99 | $10M |
| FIVN - FIVE9 | 0.46% | Hold | 44,897 | $159.74 | $7M |
| Olaplex | 0.08% | Hold | 50,000 | $24.50 | $1M |
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