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
| CNM - Core & Main · CL A | 11.78% | Add +34.3% | 5,242,353 | $48.31 | $253M | +1,339,931 | +$55M |
| PLD - Prologis | 9.89% | Add +105.1% | 1,901,296 | $111.79 | $213M | +974,413 | +$115M |
| AMZN - Amazon | 9.81% | Add +23.9% | 1,108,417 | $190.26 | $211M | +213,689 | +$15M |
| CTVA - Corteva | 9.29% | Reduce −11.0% | 3,173,535 | $62.93 | $200M | −390,354 | −$3M |
| RH | 7.17% | Add +36.6% | 657,422 | $234.41 | $154M | +176,311 | −$35M |
| Skechers U S A · CL A | 6.49% | Reduce −17.7% | 2,458,469 | $56.78 | $140M | −530,546 | −$61M |
| BURL - Burlington Stores | 6.25% | Reduce −41.3% | 563,797 | $238.33 | $134M | −397,484 | −$140M |
| FTI - Technipfmc | 5.01% | Reduce −53.3% | 3,394,934 | $31.69 | $108M | −3,871,646 | −$103M |
| DHI - D.R. Horton | 4.35% | New | 736,073 | $127.13 | $94M | +736,073 | +$94M |
| BBWI - Bath & Body Works | 4.00% | Reduce −41.7% | 2,833,144 | $30.32 | $86M | −2,027,732 | −$103M |
| TREX — | 3.77% | Reduce −7.7% | 1,396,008 | $58.10 | $81M | −116,775 | −$23M |
| PINS - Pinterest · CL A | 3.26% | Add +313.8% | 2,262,041 | $31.00 | $70M | +1,715,451 | +$54M |
| PANW - Palo Alto Networks | 2.84% | New | 357,124 | $170.64 | $61M | +357,124 | +$61M |
| AS - Amer Sports | 2.31% | Add +60.1% | 1,854,652 | $26.73 | $50M | +695,934 | +$17M |
| WMT - Walmart | 2.25% | New | 551,351 | $87.79 | $48M | +551,351 | +$48M |
| FLUT - Flutter Entmt | 1.95% | New | 188,839 | $221.55 | $42M | +188,839 | +$42M |
| DKNG - Draftkings · CL A | 1.42% | Reduce −28.4% | 918,879 | $33.21 | $31M | −364,053 | −$17M |
| SFM - Sprouts Fmrs Mkt | 1.34% | New | 188,782 | $152.64 | $29M | +188,782 | +$29M |
| GEO Group | 1.31% | New | 963,340 | $29.21 | $28M | +963,340 | +$28M |
| AXP - American Express | 1.00% | New | 79,827 | $269.05 | $21M | +79,827 | +$21M |
| ATKR - Atkore | 0.93% | New | 334,673 | $59.99 | $20M | +334,673 | +$20M |
| GEV - GE Vernova | 0.92% | New | 64,510 | $305.28 | $20M | +64,510 | +$20M |
| ONON - ON AG | 0.91% | Add +104.2% | 447,552 | $43.92 | $20M | +228,383 | +$8M |
| DDOG - Datadog · CL A | 0.65% | New | 140,380 | $99.21 | $14M | +140,380 | +$14M |
| Lgi Homes | 0.42% | Reduce −49.7% | 137,128 | $66.47 | $9M | −135,483 | −$15M |
| Viking | 0.28% | New | 151,621 | $39.75 | $6M | +151,621 | +$6M |
| DASH - Doordash · CL A | 0.20% | New | 24,017 | $182.77 | $4M | +24,017 | +$4M |
| APP - Applovin · CL A | 0.19% | Reduce −92.1% | 15,754 | $264.97 | $4M | −183,410 | −$60M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PLNT - Planet Fitness · CL A | 5.18% | Exit | 0 | $98.87 | $175M | −1,772,593 | −$175M |
| Signet Jewelers | 4.20% | Exit | 0 | $80.71 | $142M | −1,762,523 | −$142M |
| GOOGL - Alphabet · CL A | 2.89% | Exit | 0 | $189.30 | $98M | −516,837 | −$98M |
| FSLR - First Solar | 2.84% | Exit | 0 | $176.24 | $96M | −545,908 | −$96M |
| Cyberark Software | 2.67% | Exit | 0 | $333.15 | $90M | −271,453 | −$90M |
| CRWD - Crowdstrike · CL A | 2.64% | Exit | 0 | $342.16 | $89M | −260,562 | −$89M |
| MCD - Mcdonalds | 2.61% | Exit | 0 | $289.89 | $88M | −304,631 | −$88M |
| FDX - Fedex | 2.45% | Exit | 0 | $281.33 | $83M | −294,789 | −$83M |
| XPO - Xpo Logistics | 2.12% | Exit | 0 | $131.15 | $72M | −546,658 | −$72M |
| BLDR - Builders Firstsource | 2.11% | Exit | 0 | $142.93 | $71M | −498,793 | −$71M |
| UAL - United Airls | 1.79% | Exit | 0 | $97.10 | $61M | −625,116 | −$61M |
| ADBE - Adobe | 1.56% | Exit | 0 | $444.68 | $53M | −118,993 | −$53M |
| NOW - Servicenow | 1.39% | Exit | 0 | $1,060 | $47M | −44,390 | −$47M |
| ATI - ATI Inc | 1.03% | Exit | 0 | $55.04 | $35M | −635,876 | −$35M |
| AN - Autonation | 0.92% | Exit | 0 | $169.84 | $31M | −182,683 | −$31M |
| AAL — | 0.72% | Exit | 0 | $17.43 | $24M | −1,405,097 | −$24M |
| SNOW - Snowflake · CL A | 0.66% | Exit | 0 | $154.41 | $22M | −144,327 | −$22M |
| Paylocity | 0.56% | Exit | 0 | $199.47 | $19M | −95,780 | −$19M |
| FLR - Fluor | 0.38% | Exit | 0 | $49.32 | $13M | −263,480 | −$13M |
| LAD - Lithia Mtrs | 0.35% | Exit | 0 | $357.43 | $12M | −33,142 | −$12M |
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