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
| BURL - Burlington Stores | 8.10% | Add +21.9% | 961,281 | $285.06 | $274M | +172,431 | +$66M |
| FTI - Technipfmc | 6.22% | Add +46.5% | 7,266,580 | $28.94 | $210M | +2,306,342 | +$80M |
| CTVA - Corteva | 6.00% | Reduce −17.3% | 3,563,889 | $56.96 | $203M | −744,109 | −$50M |
| Skechers U S A · CL A | 5.94% | Add +51.2% | 2,989,015 | $67.24 | $201M | +1,011,815 | +$69M |
| CNM - Core & Main · CL A | 5.87% | Reduce −24.4% | 3,902,422 | $50.91 | $199M | −1,262,195 | −$31M |
| AMZN - Amazon | 5.80% | Reduce −11.6% | 894,728 | $219.39 | $196M | −117,599 | +$8M |
| RH | 5.60% | Add +9.6% | 481,111 | $393.59 | $189M | +41,986 | +$43M |
| BBWI - Bath & Body Works | 5.57% | Add +38.3% | 4,860,876 | $38.77 | $188M | +1,346,752 | +$76M |
| PLNT - Planet Fitness · CL A | 5.18% | Add +20.3% | 1,772,593 | $98.87 | $175M | +299,148 | +$56M |
| Signet Jewelers | 4.20% | Add +862.5% | 1,762,523 | $80.71 | $142M | +1,579,410 | +$123M |
| TREX — | 3.09% | Add +228.2% | 1,512,783 | $69.03 | $104M | +1,051,888 | +$74M |
| PLD - Prologis | 2.90% | Reduce −1.9% | 926,883 | $105.70 | $98M | −18,230 | −$21M |
| GOOGL - Alphabet · CL A | 2.89% | Add +34.5% | 516,837 | $189.30 | $98M | +132,490 | +$34M |
| FSLR - First Solar | 2.84% | Add +11.5% | 545,908 | $176.24 | $96M | +56,133 | −$26M |
| Cyberark Software | 2.67% | Reduce −9.9% | 271,453 | $333.15 | $90M | −29,902 | +$3M |
| CRWD - Crowdstrike · CL A | 2.64% | Reduce −47.4% | 260,562 | $342.16 | $89M | −234,892 | −$50M |
| MCD - Mcdonalds | 2.61% | Add +3.3% | 304,631 | $289.89 | $88M | +9,852 | −$1M |
| FDX - Fedex | 2.45% | Add +62.7% | 294,789 | $281.33 | $83M | +113,584 | +$33M |
| XPO - Xpo Logistics | 2.12% | Reduce −24.1% | 546,658 | $131.15 | $72M | −173,971 | −$6M |
| BLDR - Builders Firstsource | 2.11% | Reduce −24.9% | 498,793 | $142.93 | $71M | −165,106 | −$57M |
| APP - Applovin · CL A | 1.91% | New | 199,164 | $323.83 | $64M | +199,164 | +$64M |
| UAL - United Airls | 1.79% | Add +63.6% | 625,116 | $97.10 | $61M | +243,046 | +$39M |
| ADBE - Adobe | 1.56% | Add +210.4% | 118,993 | $444.68 | $53M | +80,663 | +$33M |
| DKNG - Draftkings · CL A | 1.41% | New | 1,282,932 | $37.20 | $48M | +1,282,932 | +$48M |
| NOW - Servicenow | 1.39% | New | 44,390 | $1,060 | $47M | +44,390 | +$47M |
| ATI - ATI Inc | 1.03% | New | 635,876 | $55.04 | $35M | +635,876 | +$35M |
| AS - Amer Sports | 0.96% | New | 1,158,718 | $27.96 | $32M | +1,158,718 | +$32M |
| AN - Autonation | 0.92% | New | 182,683 | $169.84 | $31M | +182,683 | +$31M |
| AAL — | 0.72% | Reduce −19.9% | 1,405,097 | $17.43 | $24M | −348,513 | +$5M |
| Lgi Homes | 0.72% | Reduce −18.7% | 272,611 | $89.40 | $24M | −62,757 | −$15M |
| SNOW - Snowflake · CL A | 0.66% | New | 144,327 | $154.41 | $22M | +144,327 | +$22M |
| Paylocity | 0.56% | New | 95,780 | $199.47 | $19M | +95,780 | +$19M |
| PINS - Pinterest · CL A | 0.47% | New | 546,590 | $29.00 | $16M | +546,590 | +$16M |
| FLR - Fluor | 0.38% | New | 263,480 | $49.32 | $13M | +263,480 | +$13M |
| ONON - ON AG | 0.35% | Reduce −89.9% | 219,169 | $54.77 | $12M | −1,947,762 | −$97M |
| LAD - Lithia Mtrs | 0.35% | New | 33,142 | $357.43 | $12M | +33,142 | +$12M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ELF - E L F Beauty | 2.15% | Exit | 0 | $109.03 | $60M | −552,458 | −$60M |
| DDOG - Datadog · CL A | 1.60% | Exit | 0 | $115.06 | $45M | −391,222 | −$45M |
| SAIA — | 1.53% | Exit | 0 | $437.26 | $43M | −98,050 | −$43M |
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