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
| PANW - Palo Alto Networks | 10.25% | Reduce −10.1% | 313,119 | $556.76 | $174M | −35,361 | +$7M |
| EXPE - Expedia Group | 9.56% | Reduce −17.0% | 899,923 | $180.72 | $163M | −184,242 | −$15M |
| BLDR - Builders Firstsource | 9.47% | Reduce −20.5% | 1,880,549 | $85.71 | $161M | −484,480 | +$39M |
| TECK - Teck Resources · CL B | 7.43% | Add +38.4% | 4,388,079 | $28.82 | $126M | +1,217,216 | +$47M |
| Canadian Pac Ry | 7.43% | Add +55.9% | 1,756,082 | $71.94 | $126M | +630,010 | +$53M |
| DHI - D.R. Horton | 5.38% | Reduce −3.5% | 844,240 | $108.45 | $92M | −30,480 | +$18M |
| OVV - Ovintiv | 5.00% | Add +260.4% | 2,523,917 | $33.70 | $85M | +1,823,657 | +$62M |
| MSFT - Microsoft | 4.62% | Add +64.7% | 233,517 | $336.32 | $79M | +91,700 | +$39M |
| LW - Lamb Weston | 3.99% | New | 1,071,396 | $63.38 | $68M | +1,071,396 | +$68M |
| Outfront Media | 3.76% | Add +49.7% | 2,383,255 | $26.82 | $64M | +791,709 | +$24M |
| DDOG - Datadog · CL A | 3.69% | Reduce −11.3% | 352,259 | $178.11 | $63M | −45,020 | +$7M |
| Nuance Communications | 3.25% | Hold | 1,000,000 | $55.32 | $55M | — | — |
| BMBL - Bumble · CL A | 2.57% | Add +4.2% | 1,289,556 | $33.86 | $44M | +51,669 | −$18M |
| GDDY - Godaddy · CL A | 2.55% | New | 511,681 | $84.86 | $43M | +511,681 | +$43M |
| GOOGL - Alphabet · CL A | 2.39% | New | 14,060 | $2,897 | $41M | +14,060 | +$41M |
| MT - Arcelormittal SA Luxembourg | 2.09% | New | 1,117,280 | $31.83 | $36M | +1,117,280 | +$36M |
| GPN - Global Pmts | 2.06% | New | 259,740 | $135.18 | $35M | +259,740 | +$35M |
| LYFT — · CL A | 1.85% | Reduce −43.2% | 734,651 | $42.73 | $31M | −559,635 | −$38M |
| TPR - Tapestry | 1.77% | Add +17.3% | 742,984 | $40.60 | $30M | +109,340 | +$7M |
| HESS | 1.63% | Add +41.4% | 375,198 | $74.03 | $28M | +109,820 | +$7M |
| AMZN - Amazon | 1.49% | New | 7,600 | $3,334 | $25M | +7,600 | +$25M |
| GTM - Zoominfo Technologies · CL A | 1.46% | Add +45.5% | 386,413 | $64.20 | $25M | +120,903 | +$9M |
| XPO - Xpo Logistics | 1.41% | New | 310,270 | $77.43 | $24M | +310,270 | +$24M |
| CCK - Crown | 1.11% | Reduce −35.1% | 171,107 | $110.62 | $19M | −92,418 | −$8M |
| PFE - Pfizer | 1.05% | New | 301,400 | $59.05 | $18M | +301,400 | +$18M |
| Spirit Aerosystems · CL A | 1.03% | New | 408,120 | $43.09 | $18M | +408,120 | +$18M |
| DAR - Darling Ingredients | 1.02% | Reduce −45.2% | 250,890 | $69.29 | $17M | −206,790 | −$16M |
| Holding | 0.65% | New | 227,140 | $48.34 | $11M | +227,140 | +$11M |
| RMNI - Rimini Str Del | 0.04% | Reduce −91.4% | 102,951 | $5.97 | $615K | −1,097,243 | −$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FISV - Fiserv | 6.66% | Exit | 0 | $108.50 | $104M | −954,986 | −$104M |
| SNAP — · CL A | 4.17% | Exit | 0 | $73.87 | $65M | −878,429 | −$65M |
| CF - Cf Inds | 3.61% | Exit | 0 | $55.82 | $56M | −1,007,536 | −$56M |
| ROKU - ROKU Inc · CL A | 3.33% | Exit | 0 | $313.35 | $52M | −165,587 | −$52M |
| Fleetcor Technologies | 2.39% | Exit | 0 | $261.27 | $37M | −142,584 | −$37M |
| EXP - Eagle Matls | 1.92% | Exit | 0 | $131.16 | $30M | −227,550 | −$30M |
| META - Meta Platforms · CL A | 1.60% | Exit | 0 | $339.39 | $25M | −73,250 | −$25M |
| MTCH - Match Group | 0.64% | Exit | 0 | $156.99 | $10M | −63,929 | −$10M |
| FIVN - FIVE9 | 0.46% | Exit | 0 | $159.74 | $7M | −44,897 | −$7M |
| Olaplex | 0.08% | Exit | 0 | $24.50 | $1M | −50,000 | −$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