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 | 9.90% | Add +12.2% | 1,574,038 | $139.54 | $220M | +171,572 | −$10M |
| LW - Lamb Weston | 7.42% | Reduce −32.2% | 1,843,202 | $89.36 | $165M | −874,290 | −$46M |
| FTNT - Fortinet | 5.34% | Reduce −28.8% | 2,423,995 | $48.89 | $119M | −981,266 | −$49M |
| HESS | 5.01% | Add +11.7% | 784,001 | $141.82 | $111M | +82,205 | +$35M |
| TECK - Teck Resources · CL B | 4.88% | New | 2,863,310 | $37.82 | $108M | +2,863,310 | +$108M |
| SONY - SONY Group | 4.70% | Reduce −17.5% | 1,368,256 | $76.28 | $104M | −291,184 | −$2M |
| XPO - Xpo Logistics | 4.37% | Add +10.4% | 2,911,665 | $33.29 | $97M | +273,802 | −$21M |
| LVS - Las Vegas Sands | 4.32% | Add +270.7% | 1,993,958 | $48.07 | $96M | +1,456,042 | +$76M |
| PTEN - Patterson-Uti Energy | 4.30% | Reduce −25.1% | 5,669,061 | $16.84 | $95M | −1,897,403 | +$7M |
| OXY - Occidental | 4.28% | New | 1,509,092 | $62.99 | $95M | +1,509,092 | +$95M |
| BLDR - Builders Firstsource | 3.83% | Add +123.6% | 1,310,751 | $64.88 | $85M | +724,481 | +$50M |
| LYV - Live Nation | 3.58% | Add +166.3% | 1,139,811 | $69.74 | $79M | +711,741 | +$47M |
| RH | 3.46% | New | 287,326 | $267.19 | $77M | +287,326 | +$77M |
| OVV - Ovintiv | 3.43% | Reduce −51.6% | 1,502,414 | $50.71 | $76M | −1,602,413 | −$67M |
| MSFT - Microsoft | 3.07% | Reduce −43.6% | 284,185 | $239.82 | $68M | −220,116 | −$49M |
| KNX - Knight Swift · CL A | 2.81% | New | 1,191,084 | $52.41 | $62M | +1,191,084 | +$62M |
| LPX - Louisiana Pac | 2.43% | Add +427.3% | 911,101 | $59.20 | $54M | +738,319 | +$45M |
| DLTR - Dollar Tree | 2.42% | New | 380,318 | $141.44 | $54M | +380,318 | +$54M |
| HP - Helmerich & Payne | 2.22% | Add +74.3% | 995,428 | $49.57 | $49M | +424,469 | +$28M |
| PVH - Phillips Van Heusen | 2.14% | New | 673,768 | $70.59 | $48M | +673,768 | +$48M |
| WEX — | 1.83% | Reduce −57.4% | 247,600 | $163.65 | $41M | −333,488 | −$33M |
| ROG - Rogers | 1.82% | New | 339,039 | $119.34 | $40M | +339,039 | +$40M |
| Alteryx · CL A | 1.74% | Add +73.7% | 762,418 | $50.67 | $39M | +323,587 | +$14M |
| SAIA — | 1.73% | Reduce −12.3% | 182,893 | $209.68 | $38M | −25,669 | −$1M |
| Skechers U S A · CL A | 1.53% | New | 808,215 | $41.95 | $34M | +808,215 | +$34M |
| PINS - Pinterest · CL A | 1.38% | Reduce −33.1% | 1,259,176 | $24.28 | $31M | −622,883 | −$13M |
| ANET - Arista Networks | 1.32% | New | 241,222 | $121.35 | $29M | +241,222 | +$29M |
| DOW - DOW Inc | 1.25% | New | 548,954 | $50.39 | $28M | +548,954 | +$28M |
| RXO — | 1.23% | New | 1,592,865 | $17.20 | $27M | +1,592,865 | +$27M |
| Cyberark Software | 0.99% | Reduce −4.7% | 168,799 | $129.65 | $22M | −8,259 | −$5M |
| INTU - Intuit | 0.78% | New | 44,487 | $389.22 | $17M | +44,487 | +$17M |
| EA - Electronic Arts | 0.47% | New | 85,814 | $122.18 | $10M | +85,814 | +$10M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMZN - Amazon | 3.65% | Exit | 0 | $113.00 | $68M | −601,489 | −$68M |
| GPN - Global Pmts | 3.62% | Exit | 0 | $108.05 | $67M | −623,763 | −$67M |
| CCK - Crown | 2.96% | Exit | 0 | $81.03 | $55M | −679,298 | −$55M |
| Spirit Aerosystems · CL A | 1.95% | Exit | 0 | $21.92 | $36M | −1,658,178 | −$36M |
| KHC - Kraft Heinz | 1.50% | Exit | 0 | $33.35 | $28M | −836,319 | −$28M |
| DDOG - Datadog · CL A | 1.28% | Exit | 0 | $88.78 | $24M | −268,030 | −$24M |
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