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 | 11.33% | Add +33.6% | 2,462,518 | $104.52 | $257M | +619,316 | +$93M |
| HESS | 6.77% | Add +48.3% | 1,162,422 | $132.34 | $154M | +378,421 | +$43M |
| PVH - Phillips Van Heusen | 6.35% | Add +140.0% | 1,617,048 | $89.16 | $144M | +943,280 | +$97M |
| BLDR - Builders Firstsource | 6.05% | Add +18.1% | 1,547,725 | $88.78 | $137M | +236,974 | +$52M |
| PANW - Palo Alto Networks | 6.04% | Reduce −56.4% | 686,574 | $199.74 | $137M | −887,464 | −$83M |
| FTNT - Fortinet | 5.42% | Reduce −23.6% | 1,852,237 | $66.46 | $123M | −571,758 | +$5M |
| NSC - Norfolk Southn | 4.95% | New | 530,755 | $212.00 | $113M | +530,755 | +$113M |
| KNX - Knight Swift · CL A | 4.64% | Add +56.3% | 1,861,412 | $56.58 | $105M | +670,328 | +$43M |
| RH | 4.31% | Add +39.9% | 401,939 | $243.55 | $98M | +114,613 | +$21M |
| INTU - Intuit | 3.91% | Add +348.2% | 199,378 | $445.83 | $89M | +154,891 | +$72M |
| LVS - Las Vegas Sands | 3.85% | Reduce −23.6% | 1,523,384 | $57.45 | $88M | −470,574 | −$8M |
| OXY - Occidental | 3.67% | Reduce −11.6% | 1,334,380 | $62.43 | $83M | −174,712 | −$12M |
| TECK - Teck Resources · CL B | 3.46% | Reduce −24.8% | 2,152,145 | $36.50 | $79M | −711,165 | −$30M |
| DLTR - Dollar Tree | 3.36% | Add +39.9% | 532,216 | $143.55 | $76M | +151,898 | +$23M |
| Alteryx · CL A | 3.09% | Add +56.6% | 1,193,721 | $58.84 | $70M | +431,303 | +$32M |
| Splunk | 2.95% | New | 698,265 | $95.88 | $67M | +698,265 | +$67M |
| Skechers U S A · CL A | 2.90% | Add +71.7% | 1,388,069 | $47.52 | $66M | +579,854 | +$32M |
| BURL - Burlington Stores | 2.50% | New | 281,258 | $202.10 | $57M | +281,258 | +$57M |
| ONON - ON AG | 2.18% | New | 1,598,144 | $31.03 | $50M | +1,598,144 | +$50M |
| ATI - ATI Inc | 2.17% | New | 1,251,442 | $39.46 | $49M | +1,251,442 | +$49M |
| GOOGL - Alphabet · CL A | 1.99% | New | 436,702 | $103.73 | $45M | +436,702 | +$45M |
| LPX - Louisiana Pac | 1.92% | Reduce −11.9% | 802,683 | $54.21 | $44M | −108,418 | −$10M |
| MSFT - Microsoft | 1.40% | Reduce −61.1% | 110,612 | $288.30 | $32M | −173,573 | −$36M |
| PTEN - Patterson-Uti Energy | 1.37% | Reduce −53.2% | 2,654,194 | $11.70 | $31M | −3,014,867 | −$64M |
| Farfetch · CL A | 1.05% | New | 4,866,918 | $4.91 | $24M | +4,866,918 | +$24M |
| NTR - Nutrien | 0.85% | New | 260,299 | $73.85 | $19M | +260,299 | +$19M |
| WST - Westlake | 0.58% | New | 113,850 | $115.98 | $13M | +113,850 | +$13M |
| ROST - Ross Stores | 0.58% | New | 123,670 | $106.13 | $13M | +123,670 | +$13M |
| SONY - SONY Group | 0.35% | Reduce −93.6% | 87,647 | $90.65 | $8M | −1,280,609 | −$96M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XPO - Xpo Logistics | 4.37% | Exit | 0 | $33.29 | $97M | −2,911,665 | −$97M |
| LYV - Live Nation | 3.58% | Exit | 0 | $69.74 | $79M | −1,139,811 | −$79M |
| OVV - Ovintiv | 3.43% | Exit | 0 | $50.71 | $76M | −1,502,414 | −$76M |
| HP - Helmerich & Payne | 2.22% | Exit | 0 | $49.57 | $49M | −995,428 | −$49M |
| WEX — | 1.83% | Exit | 0 | $163.65 | $41M | −247,600 | −$41M |
| ROG - Rogers | 1.82% | Exit | 0 | $119.34 | $40M | −339,039 | −$40M |
| SAIA — | 1.73% | Exit | 0 | $209.68 | $38M | −182,893 | −$38M |
| PINS - Pinterest · CL A | 1.38% | Exit | 0 | $24.28 | $31M | −1,259,176 | −$31M |
| ANET - Arista Networks | 1.32% | Exit | 0 | $121.35 | $29M | −241,222 | −$29M |
| DOW - DOW Inc | 1.25% | Exit | 0 | $50.39 | $28M | −548,954 | −$28M |
| RXO — | 1.23% | Exit | 0 | $17.20 | $27M | −1,592,865 | −$27M |
| Cyberark Software | 0.99% | Exit | 0 | $129.65 | $22M | −168,799 | −$22M |
| EA - Electronic Arts | 0.47% | Exit | 0 | $122.18 | $10M | −85,814 | −$10M |
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