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 | 12.35% | Add +265.7% | 1,402,466 | $163.79 | $230M | +1,019,002 | +$40M |
| LW - Lamb Weston | 11.30% | Reduce −14.3% | 2,717,492 | $77.38 | $210M | −454,300 | −$16M |
| FTNT - Fortinet | 8.99% | Add +155.1% | 3,405,261 | $49.13 | $167M | +2,070,301 | +$92M |
| OVV - Ovintiv | 7.68% | Reduce −7.8% | 3,104,827 | $46.00 | $143M | −261,104 | −$6M |
| MSFT - Microsoft | 6.31% | Reduce −8.8% | 504,301 | $232.90 | $117M | −48,533 | −$25M |
| XPO - Xpo Logistics | 6.31% | Reduce −3.6% | 2,637,863 | $44.52 | $117M | −97,514 | −$14M |
| SONY - SONY Group | 5.71% | Add +0.5% | 1,659,440 | $64.05 | $106M | +7,880 | −$29M |
| PTEN - Patterson-Uti Energy | 4.75% | Add +32.9% | 7,566,464 | $11.68 | $88M | +1,874,754 | −$1M |
| HESS | 4.11% | Reduce −20.8% | 701,796 | $108.99 | $76M | −184,243 | −$17M |
| WEX — | 3.97% | Add +1.5% | 581,088 | $126.94 | $74M | +8,696 | −$15M |
| AMZN - Amazon | 3.65% | New | 601,489 | $113.00 | $68M | +601,489 | +$68M |
| GPN - Global Pmts | 3.62% | Add +57.1% | 623,763 | $108.05 | $67M | +226,763 | +$23M |
| CCK - Crown | 2.96% | New | 679,298 | $81.03 | $55M | +679,298 | +$55M |
| PINS - Pinterest · CL A | 2.36% | New | 1,882,059 | $23.30 | $44M | +1,882,059 | +$44M |
| SAIA — | 2.13% | Reduce −36.4% | 208,562 | $190.00 | $40M | −119,528 | −$22M |
| Spirit Aerosystems · CL A | 1.95% | New | 1,658,178 | $21.92 | $36M | +1,658,178 | +$36M |
| BLDR - Builders Firstsource | 1.86% | Reduce −36.5% | 586,270 | $58.92 | $35M | −337,163 | −$15M |
| LYV - Live Nation | 1.75% | New | 428,070 | $76.04 | $33M | +428,070 | +$33M |
| KHC - Kraft Heinz | 1.50% | Add +192.6% | 836,319 | $33.35 | $28M | +550,482 | +$17M |
| Cyberark Software | 1.43% | New | 177,058 | $149.94 | $27M | +177,058 | +$27M |
| Alteryx · CL A | 1.32% | Add +201.0% | 438,831 | $55.84 | $25M | +293,021 | +$17M |
| DDOG - Datadog · CL A | 1.28% | Reduce −62.8% | 268,030 | $88.78 | $24M | −452,527 | −$45M |
| HP - Helmerich & Payne | 1.13% | Add +19.2% | 570,959 | $36.97 | $21M | +92,016 | +$485K |
| LVS - Las Vegas Sands | 1.09% | New | 537,916 | $37.52 | $20M | +537,916 | +$20M |
| LPX - Louisiana Pac | 0.48% | New | 172,782 | $51.19 | $9M | +172,782 | +$9M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EXPE - Expedia Group | 5.26% | Exit | 0 | $94.83 | $104M | −1,098,662 | −$104M |
| OXY - Occidental | 2.22% | Exit | 0 | $58.88 | $44M | −748,187 | −$44M |
| Outfront Media | 1.94% | Exit | 0 | $16.95 | $38M | −2,267,388 | −$38M |
| V - VISA · CL A | 1.79% | Exit | 0 | $196.89 | $36M | −180,620 | −$36M |
| Canadian Pac Ry | 0.85% | Exit | 0 | $69.84 | $17M | −240,070 | −$17M |
| CMCSA - Comcast · CL A | 0.82% | Exit | 0 | $39.24 | $16M | −415,092 | −$16M |
| Informatica · CL A | 0.66% | Exit | 0 | $20.77 | $13M | −625,833 | −$13M |
| R1 Rcm | 0.63% | Exit | 0 | $20.96 | $12M | −591,366 | −$12M |
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