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
| CTVA - Corteva | 9.03% | Add +23.2% | 4,307,998 | $58.79 | $253M | +811,929 | +$65M |
| CNM - Core & Main · CL A | 8.17% | Add +43.1% | 5,164,617 | $44.40 | $229M | +1,556,094 | +$53M |
| BURL - Burlington Stores | 7.41% | Add +8.0% | 788,850 | $263.48 | $208M | +58,675 | +$33M |
| AMZN - Amazon | 6.72% | Reduce −1.8% | 1,012,327 | $186.33 | $189M | −18,580 | −$11M |
| RH | 5.24% | Add +25.7% | 439,125 | $334.43 | $147M | +89,898 | +$61M |
| CRWD - Crowdstrike · CL A | 4.95% | New | 495,454 | $280.47 | $139M | +495,454 | +$139M |
| Skechers U S A · CL A | 4.72% | Reduce −31.4% | 1,977,200 | $66.92 | $132M | −906,638 | −$67M |
| FTI - Technipfmc | 4.64% | Add +45.0% | 4,960,238 | $26.23 | $130M | +1,540,405 | +$41M |
| BLDR - Builders Firstsource | 4.59% | Reduce −34.9% | 663,899 | $193.86 | $129M | −356,542 | −$13M |
| FSLR - First Solar | 4.35% | Add +105.4% | 489,775 | $249.44 | $122M | +251,366 | +$68M |
| PLNT - Planet Fitness · CL A | 4.27% | Add +1.5% | 1,473,445 | $81.22 | $120M | +22,229 | +$13M |
| PLD - Prologis | 4.25% | Add +56.8% | 945,113 | $126.28 | $119M | +342,229 | +$52M |
| BBWI - Bath & Body Works | 4.00% | Add +20.4% | 3,514,124 | $31.92 | $112M | +594,922 | −$2M |
| ONON - ON AG | 3.87% | Reduce −30.2% | 2,166,931 | $50.15 | $109M | −939,658 | −$12M |
| MCD - Mcdonalds | 3.20% | Add +146.8% | 294,779 | $304.51 | $90M | +175,339 | +$59M |
| Cyberark Software | 3.13% | Add +67.7% | 301,355 | $291.61 | $88M | +121,613 | +$39M |
| XPO - Xpo Logistics | 2.76% | New | 720,629 | $107.51 | $77M | +720,629 | +$77M |
| GOOGL - Alphabet · CL A | 2.27% | Reduce −60.9% | 384,347 | $165.85 | $64M | −599,601 | −$115M |
| ELF - E L F Beauty | 2.15% | New | 552,458 | $109.03 | $60M | +552,458 | +$60M |
| FDX - Fedex | 1.77% | Reduce −37.9% | 181,205 | $273.68 | $50M | −110,643 | −$38M |
| DDOG - Datadog · CL A | 1.60% | Reduce −33.7% | 391,222 | $115.06 | $45M | −198,971 | −$32M |
| SAIA — | 1.53% | New | 98,050 | $437.26 | $43M | +98,050 | +$43M |
| Lgi Homes | 1.42% | Add +547.3% | 335,368 | $118.52 | $40M | +283,560 | +$35M |
| TREX — | 1.09% | New | 460,895 | $66.58 | $31M | +460,895 | +$31M |
| UAL - United Airls | 0.78% | New | 382,070 | $57.06 | $22M | +382,070 | +$22M |
| ADBE - Adobe | 0.71% | New | 38,330 | $517.78 | $20M | +38,330 | +$20M |
| AAL — | 0.70% | New | 1,753,610 | $11.24 | $20M | +1,753,610 | +$20M |
| Signet Jewelers | 0.67% | Reduce −73.5% | 183,113 | $103.14 | $19M | −508,338 | −$43M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WMT - Walmart | 3.56% | Exit | 0 | $67.71 | $94M | −1,382,065 | −$94M |
| BKNG - Booking | 3.19% | Exit | 0 | $3,961 | $84M | −21,137 | −$84M |
| CRM - Salesforce | 2.14% | Exit | 0 | $257.10 | $56M | −218,894 | −$56M |
| ENPH - Enphase Energy | 1.96% | Exit | 0 | $99.71 | $52M | −517,322 | −$52M |
| SGI - Tempur Sealy Intl | 1.94% | Exit | 0 | $47.34 | $51M | −1,079,516 | −$51M |
| EQT - EQT Corp | 1.12% | Exit | 0 | $36.98 | $29M | −792,783 | −$29M |
| DELL - DELL Technologies · CL C | 1.05% | Exit | 0 | $137.91 | $28M | −199,580 | −$28M |
| LVS - Las Vegas Sands | 0.77% | Exit | 0 | $44.25 | $20M | −456,806 | −$20M |
| GTLB - Gitlab · CLASS A | 0.28% | Exit | 0 | $49.72 | $7M | −150,000 | −$7M |
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