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 | 9.27% | Add +20.6% | 1,085,724 | $195.67 | $212M | +185,801 | +$50M |
| OVV - Ovintiv | 8.90% | Add +49.6% | 3,774,690 | $54.07 | $204M | +1,250,773 | +$119M |
| PANW - Palo Alto Networks | 8.58% | Add +0.9% | 316,059 | $622.51 | $197M | +2,940 | +$22M |
| LW - Lamb Weston | 7.12% | Add +154.4% | 2,725,218 | $59.91 | $163M | +1,653,822 | +$95M |
| MSFT - Microsoft | 7.10% | Add +126.1% | 528,092 | $308.31 | $163M | +294,575 | +$84M |
| XPO - Xpo Logistics | 6.85% | Add +595.3% | 2,157,448 | $72.80 | $157M | +1,847,178 | +$133M |
| BLDR - Builders Firstsource | 5.52% | Add +4.2% | 1,959,981 | $64.54 | $126M | +79,432 | −$35M |
| GOOGL - Alphabet · CL A | 5.12% | Add +200.4% | 42,240 | $2,781 | $117M | +28,180 | +$77M |
| Outfront Media | 4.59% | Add +55.2% | 3,699,757 | $28.43 | $105M | +1,316,502 | +$41M |
| OXY - Occidental | 3.96% | New | 1,598,258 | $56.74 | $91M | +1,598,258 | +$91M |
| Canadian Pac Ry | 3.65% | Reduce −42.3% | 1,013,851 | $82.54 | $84M | −742,231 | −$43M |
| DDOG - Datadog · CL A | 3.57% | Add +53.3% | 540,149 | $151.47 | $82M | +187,890 | +$19M |
| HESS | 2.44% | Add +39.1% | 522,003 | $107.04 | $56M | +146,805 | +$28M |
| LYFT — · CL A | 2.43% | Add +97.3% | 1,449,711 | $38.40 | $56M | +715,060 | +$24M |
| WEX — | 2.36% | New | 303,521 | $178.45 | $54M | +303,521 | +$54M |
| DHI - D.R. Horton | 1.65% | Reduce −39.8% | 508,595 | $74.51 | $38M | −335,645 | −$54M |
| BKNG - Booking | 1.48% | New | 14,490 | $2,348 | $34M | +14,490 | +$34M |
| GPN - Global Pmts | 1.40% | Reduce −9.7% | 234,660 | $136.84 | $32M | −25,080 | −$3M |
| GTM - Zoominfo Technologies · CL A | 1.39% | Add +38.5% | 535,313 | $59.74 | $32M | +148,900 | +$7M |
| Spirit Aerosystems · CL A | 1.22% | Add +40.0% | 571,170 | $48.89 | $28M | +163,050 | +$10M |
| TECK - Teck Resources · CL B | 1.18% | Reduce −84.7% | 672,239 | $40.39 | $27M | −3,715,840 | −$99M |
| United States Stl | 1.05% | New | 636,720 | $37.74 | $24M | +636,720 | +$24M |
| APPS - Digital Turbine | 0.87% | New | 453,420 | $43.81 | $20M | +453,420 | +$20M |
| CRWD - Crowdstrike · CL A | 0.54% | New | 54,340 | $227.09 | $12M | +54,340 | +$12M |
| GDDY - Godaddy · CL A | 0.51% | Reduce −72.5% | 140,870 | $83.70 | $12M | −370,811 | −$32M |
| Tellurian | 0.38% | New | 1,632,740 | $5.30 | $9M | +1,632,740 | +$9M |
| VAL - Valaris · CL A | 0.36% | New | 159,314 | $51.97 | $8M | +159,314 | +$8M |
| Alteryx · CL A | 0.24% | New | 76,260 | $71.53 | $5M | +76,260 | +$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Nuance Communications | 3.25% | Exit | 0 | $55.32 | $55M | −1,000,000 | −$55M |
| BMBL - Bumble · CL A | 2.57% | Exit | 0 | $33.86 | $44M | −1,289,556 | −$44M |
| MT - Arcelormittal SA Luxembourg | 2.09% | Exit | 0 | $31.83 | $36M | −1,117,280 | −$36M |
| TPR - Tapestry | 1.77% | Exit | 0 | $40.60 | $30M | −742,984 | −$30M |
| AMZN - Amazon | 1.49% | Exit | 0 | $3,334 | $25M | −7,600 | −$25M |
| CCK - Crown | 1.11% | Exit | 0 | $110.62 | $19M | −171,107 | −$19M |
| PFE - Pfizer | 1.05% | Exit | 0 | $59.05 | $18M | −301,400 | −$18M |
| DAR - Darling Ingredients | 1.02% | Exit | 0 | $69.29 | $17M | −250,890 | −$17M |
| Holding | 0.65% | Exit | 0 | $48.34 | $11M | −227,140 | −$11M |
| RMNI - Rimini Str Del | 0.04% | Exit | 0 | $5.97 | $615K | −102,951 | −$615K |
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