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
| LW - Lamb Weston | 11.43% | Add +16.4% | 3,171,792 | $71.46 | $227M | +446,574 | +$63M |
| PANW - Palo Alto Networks | 9.55% | Add +21.3% | 383,464 | $493.94 | $189M | +67,405 | −$7M |
| OVV - Ovintiv | 7.50% | Reduce −10.8% | 3,365,931 | $44.19 | $149M | −408,759 | −$55M |
| MSFT - Microsoft | 7.16% | Add +4.7% | 552,834 | $256.83 | $142M | +24,742 | −$21M |
| SONY - SONY Group | 6.81% | New | 1,651,560 | $81.77 | $135M | +1,651,560 | +$135M |
| XPO - Xpo Logistics | 6.64% | Add +26.8% | 2,735,377 | $48.16 | $132M | +577,929 | −$25M |
| EXPE - Expedia Group | 5.26% | Add +1.2% | 1,098,662 | $94.83 | $104M | +12,938 | −$108M |
| HESS | 4.73% | Add +69.7% | 886,039 | $105.94 | $94M | +364,036 | +$38M |
| PTEN - Patterson-Uti Energy | 4.52% | New | 5,691,710 | $15.76 | $90M | +5,691,710 | +$90M |
| WEX — | 4.49% | Add +88.6% | 572,392 | $155.56 | $89M | +268,871 | +$35M |
| FTNT - Fortinet | 3.81% | New | 1,334,960 | $56.58 | $76M | +1,334,960 | +$76M |
| DDOG - Datadog · CL A | 3.46% | Add +33.4% | 720,557 | $95.24 | $69M | +180,408 | −$13M |
| SAIA — | 3.11% | New | 328,090 | $188.00 | $62M | +328,090 | +$62M |
| BLDR - Builders Firstsource | 2.50% | Reduce −52.9% | 923,433 | $53.70 | $50M | −1,036,548 | −$77M |
| OXY - Occidental | 2.22% | Reduce −53.2% | 748,187 | $58.88 | $44M | −850,071 | −$47M |
| GPN - Global Pmts | 2.22% | Add +69.2% | 397,000 | $110.64 | $44M | +162,340 | +$12M |
| Outfront Media | 1.94% | Reduce −38.7% | 2,267,388 | $16.95 | $38M | −1,432,369 | −$67M |
| V - VISA · CL A | 1.79% | New | 180,620 | $196.89 | $36M | +180,620 | +$36M |
| HP - Helmerich & Payne | 1.04% | New | 478,943 | $43.06 | $21M | +478,943 | +$21M |
| Canadian Pac Ry | 0.85% | Reduce −76.3% | 240,070 | $69.84 | $17M | −773,781 | −$67M |
| CMCSA - Comcast · CL A | 0.82% | New | 415,092 | $39.24 | $16M | +415,092 | +$16M |
| Informatica · CL A | 0.66% | New | 625,833 | $20.77 | $13M | +625,833 | +$13M |
| R1 Rcm | 0.63% | New | 591,366 | $20.96 | $12M | +591,366 | +$12M |
| KHC - Kraft Heinz | 0.55% | New | 285,837 | $38.14 | $11M | +285,837 | +$11M |
| Alteryx · CL A | 0.36% | Add +91.2% | 145,810 | $48.42 | $7M | +69,550 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 5.12% | Exit | 0 | $2,781 | $117M | −42,240 | −$117M |
| LYFT — · CL A | 2.43% | Exit | 0 | $38.40 | $56M | −1,449,711 | −$56M |
| DHI - D.R. Horton | 1.65% | Exit | 0 | $74.51 | $38M | −508,595 | −$38M |
| BKNG - Booking | 1.48% | Exit | 0 | $2,348 | $34M | −14,490 | −$34M |
| GTM - Zoominfo Technologies · CL A | 1.39% | Exit | 0 | $59.74 | $32M | −535,313 | −$32M |
| Spirit Aerosystems · CL A | 1.22% | Exit | 0 | $48.89 | $28M | −571,170 | −$28M |
| TECK - Teck Resources · CL B | 1.18% | Exit | 0 | $40.39 | $27M | −672,239 | −$27M |
| United States Stl | 1.05% | Exit | 0 | $37.74 | $24M | −636,720 | −$24M |
| APPS - Digital Turbine | 0.87% | Exit | 0 | $43.81 | $20M | −453,420 | −$20M |
| CRWD - Crowdstrike · CL A | 0.54% | Exit | 0 | $227.09 | $12M | −54,340 | −$12M |
| GDDY - Godaddy · CL A | 0.51% | Exit | 0 | $83.70 | $12M | −140,870 | −$12M |
| Tellurian | 0.38% | Exit | 0 | $5.30 | $9M | −1,632,740 | −$9M |
| VAL - Valaris · CL A | 0.36% | Exit | 0 | $51.97 | $8M | −159,314 | −$8M |
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