Anomaly Capital Management, LP Ben Jacobs
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $2.6B
- 24 holdings
- 2026 Q2
- +58.5% QoQ
- Top 5 52.1%
AUM over time
Book
| EXPE, Expedia | Hold | 1,084,165 | $163.90 | $178M | |
| PANW, Palo Alto Networks | Hold | 348,480 | $479.00 | $167M | |
| BLDR, Builders FirstSource | Hold | 2,365,029 | $51.74 | $122M | |
| FISV, Fiserv | Hold | 954,986 | $108.50 | $104M | |
| TECK, Teck Resources | Hold | 3,170,863 | $24.91 | $79M | |
| DHI, D.R. Horton | Hold | 874,720 | $83.97 | $73M | |
| Canadian Pacific Railway | Hold | 1,126,072 | $65.07 | $73M | |
| LYFT | Hold | 1,294,286 | $53.59 | $69M | |
| SNAP | Hold | 878,429 | $73.87 | $65M | |
| BMBL, Bumble | Hold | 1,237,887 | $49.98 | $62M | |
| CF, CF Industries | Hold | 1,007,536 | $55.82 | $56M | |
| DDOG, Datadog | Hold | 397,279 | $141.35 | $56M | |
| Nuance Communications | Hold | 1,000,000 | $55.04 | $55M | |
| ROKU, ROKU Inc | Hold | 165,587 | $313.35 | $52M | |
| Outfront Media | Hold | 1,591,546 | $25.20 | $40M | |
| MSFT, Microsoft | Hold | 141,817 | $281.92 | $40M | |
| Fleetcor Technologies | Hold | 142,584 | $261.27 | $37M | |
| DAR, Darling Ingredients | Hold | 457,680 | $71.90 | $33M | |
| EXP, Eagle Materials | Hold | 227,550 | $131.16 | $30M | |
| CCK, Crown | Hold | 263,525 | $100.78 | $27M | |
| META, Meta Platforms | Hold | 73,250 | $339.39 | $25M | |
| TPR, Tapestry | Hold | 633,644 | $37.02 | $23M | |
| OVV, Ovintiv | Hold | 700,260 | $32.88 | $23M | |
| Hess | Hold | 265,378 | $78.11 | $21M | |
| GTM, Zoominfo Technologies | Hold | 265,510 | $61.19 | $16M | |
| RMNI, Rimini Street | Hold | 1,200,194 | $9.65 | $12M | |
| MTCH, Match Group | Hold | 63,929 | $156.99 | $10M | |
| FIVN, Five9 | Hold | 44,897 | $159.74 | $7.2M | |
| Olaplex | Hold | 50,000 | $24.50 | $1.2M |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2