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
| Skechers U S A · CL A | 7.58% | Reduce −4.7% | 2,883,838 | $69.12 | $199M | −142,119 | +$14M |
| AMZN - Amazon | 7.58% | Reduce −0.7% | 1,030,907 | $193.25 | $199M | −7,742 | +$12M |
| CTVA - Corteva | 7.18% | New | 3,496,069 | $53.94 | $189M | +3,496,069 | +$189M |
| GOOGL - Alphabet · CL A | 6.82% | Reduce −27.7% | 983,948 | $182.15 | $179M | −376,727 | −$26M |
| CNM - Core & Main · CL A | 6.72% | Add +35.9% | 3,608,523 | $48.94 | $177M | +953,489 | +$25M |
| BURL - Burlington Stores | 6.67% | Add +34.6% | 730,175 | $240.00 | $175M | +187,760 | +$49M |
| BLDR - Builders Firstsource | 5.37% | Add +22.5% | 1,020,441 | $138.41 | $141M | +187,371 | −$32M |
| ONON - ON AG | 4.59% | Reduce −34.3% | 3,106,589 | $38.80 | $121M | −1,622,288 | −$47M |
| BBWI - Bath & Body Works | 4.34% | New | 2,919,202 | $39.05 | $114M | +2,919,202 | +$114M |
| PLNT - Planet Fitness · CL A | 4.06% | New | 1,451,216 | $73.59 | $107M | +1,451,216 | +$107M |
| WMT - Walmart | 3.56% | Reduce −34.2% | 1,382,065 | $67.71 | $94M | −718,844 | −$33M |
| FTI - Technipfmc | 3.40% | Add +50.3% | 3,419,833 | $26.15 | $89M | +1,144,087 | +$32M |
| FDX - Fedex | 3.33% | Add +45.4% | 291,848 | $299.84 | $88M | +91,120 | +$29M |
| RH | 3.25% | Add +503.6% | 349,227 | $244.44 | $85M | +291,368 | +$65M |
| BKNG - Booking | 3.19% | Add +134.5% | 21,137 | $3,962 | $84M | +12,124 | +$51M |
| DDOG - Datadog · CL A | 2.91% | Reduce −17.4% | 590,193 | $129.69 | $77M | −124,291 | −$12M |
| PLD - Prologis | 2.58% | New | 602,884 | $112.31 | $68M | +602,884 | +$68M |
| Signet Jewelers | 2.36% | Add +12.4% | 691,451 | $89.58 | $62M | +76,534 | +$405K |
| CRM - Salesforce | 2.14% | Reduce −44.4% | 218,894 | $257.10 | $56M | −174,730 | −$62M |
| FSLR - First Solar | 2.05% | New | 238,409 | $225.46 | $54M | +238,409 | +$54M |
| ENPH - Enphase Energy | 1.96% | New | 517,322 | $99.71 | $52M | +517,322 | +$52M |
| SGI - Tempur Sealy Intl | 1.94% | Reduce −64.7% | 1,079,516 | $47.34 | $51M | −1,981,429 | −$123M |
| Cyberark Software | 1.87% | New | 179,742 | $273.42 | $49M | +179,742 | +$49M |
| MCD - Mcdonalds | 1.16% | New | 119,440 | $254.84 | $30M | +119,440 | +$30M |
| EQT - EQT Corp | 1.12% | New | 792,783 | $36.98 | $29M | +792,783 | +$29M |
| DELL - DELL Technologies · CL C | 1.05% | New | 199,580 | $137.91 | $28M | +199,580 | +$28M |
| LVS - Las Vegas Sands | 0.77% | Reduce −79.2% | 456,806 | $44.25 | $20M | −1,743,483 | −$94M |
| GTLB - Gitlab · CLASS A | 0.28% | Reduce −82.8% | 150,000 | $49.72 | $7M | −724,508 | −$44M |
| Lgi Homes | 0.18% | New | 51,808 | $89.49 | $5M | +51,808 | +$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LW - Lamb Weston | 9.46% | Exit | 0 | $106.53 | $268M | −2,515,248 | −$268M |
| XOM - Exxon Mobil | 4.29% | Exit | 0 | $116.24 | $122M | −1,045,434 | −$122M |
| KMX - Carmax | 2.34% | Exit | 0 | $87.11 | $66M | −761,141 | −$66M |
| ELF - E L F Beauty | 2.10% | Exit | 0 | $196.03 | $59M | −302,994 | −$59M |
| DHI - D.R. Horton | 1.74% | Exit | 0 | $164.55 | $49M | −299,285 | −$49M |
| PH - Parker-Hannifin | 1.60% | Exit | 0 | $555.79 | $45M | −81,598 | −$45M |
| Spirit Aerosystems · CL A | 0.97% | Exit | 0 | $36.07 | $28M | −765,752 | −$28M |
| PANW - Palo Alto Networks | 0.96% | Exit | 0 | $284.13 | $27M | −96,011 | −$27M |
| HESS | 0.85% | Exit | 0 | $152.64 | $24M | −157,127 | −$24M |
| PTEN - Patterson-Uti Energy | 0.53% | Exit | 0 | $11.94 | $15M | −1,252,086 | −$15M |
| HUBB - Hubbell | 0.47% | Exit | 0 | $415.04 | $13M | −32,402 | −$13M |
| MLCO - Melco Resorts And Entmnt | 0.43% | Exit | 0 | $7.21 | $12M | −1,683,971 | −$12M |
| SYM - Symbotic · CLASS A | 0.20% | Exit | 0 | $45.00 | $6M | −126,134 | −$6M |
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