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
| PLD - Prologis | 7.67% | Add +20.8% | 2,295,983 | $105.12 | $241M | +394,687 | +$29M |
| MSFT - Microsoft | 7.45% | New | 471,122 | $497.41 | $234M | +471,122 | +$234M |
| CNM - Core & Main · CL A | 7.14% | Reduce −29.0% | 3,721,937 | $60.35 | $225M | −1,520,416 | −$29M |
| BURL - Burlington Stores | 6.04% | Add +45.0% | 817,255 | $232.64 | $190M | +253,458 | +$56M |
| CTVA - Corteva | 5.54% | Reduce −26.2% | 2,341,003 | $74.53 | $174M | −832,532 | −$25M |
| AMZN - Amazon | 4.99% | Reduce −35.4% | 715,939 | $219.39 | $157M | −392,478 | −$54M |
| INTU - Intuit | 4.38% | New | 174,903 | $787.63 | $138M | +174,903 | +$138M |
| GOOGL - Alphabet · CL A | 3.91% | New | 698,437 | $176.23 | $123M | +698,437 | +$123M |
| FIVE - Five Below | 3.60% | New | 864,041 | $131.18 | $113M | +864,041 | +$113M |
| TREX — | 3.40% | Add +40.8% | 1,965,168 | $54.38 | $107M | +569,160 | +$26M |
| FLUT - Flutter Entmt | 3.26% | Add +89.9% | 358,659 | $285.76 | $102M | +169,820 | +$61M |
| GIL - Gildan Activewear | 3.09% | New | 1,972,655 | $49.24 | $97M | +1,972,655 | +$97M |
| UAL - United Airls | 3.08% | New | 1,217,920 | $79.63 | $97M | +1,217,920 | +$97M |
| FTI - Technipfmc | 3.05% | Reduce −17.9% | 2,786,660 | $34.44 | $96M | −608,274 | −$12M |
| DKNG - Draftkings · CL A | 2.99% | Add +139.0% | 2,195,736 | $42.89 | $94M | +1,276,857 | +$64M |
| AS - Amer Sports | 2.74% | Add +19.8% | 2,221,607 | $38.76 | $86M | +366,955 | +$37M |
| SE - SEA | 2.66% | New | 523,849 | $159.94 | $84M | +523,849 | +$84M |
| GEO Group | 2.56% | Add +249.4% | 3,365,692 | $23.95 | $81M | +2,402,352 | +$52M |
| META - Meta Platforms · CL A | 2.53% | New | 107,674 | $738.09 | $79M | +107,674 | +$79M |
| SFM - Sprouts Fmrs Mkt | 2.52% | Add +155.2% | 481,762 | $164.64 | $79M | +292,980 | +$51M |
| Skechers U S A · CL A | 2.48% | Reduce −49.7% | 1,235,558 | $63.10 | $78M | −1,222,911 | −$62M |
| JBHT - Hunt J B Trans Svcs | 2.06% | New | 451,069 | $143.60 | $65M | +451,069 | +$65M |
| DDOG - Datadog · CL A | 1.65% | Add +176.0% | 387,410 | $134.33 | $52M | +247,030 | +$38M |
| UBER - UBER Technologies | 1.60% | New | 539,929 | $93.30 | $50M | +539,929 | +$50M |
| PINS - Pinterest · CL A | 1.52% | Reduce −41.1% | 1,332,644 | $35.86 | $48M | −929,397 | −$22M |
| VRT - Vertiv · CL A | 1.34% | New | 328,882 | $128.41 | $42M | +328,882 | +$42M |
| BBWI - Bath & Body Works | 1.33% | Reduce −50.5% | 1,402,222 | $29.96 | $42M | −1,430,922 | −$44M |
| ROST - Ross Stores | 1.29% | New | 318,132 | $127.58 | $41M | +318,132 | +$41M |
| RH | 1.06% | Reduce −73.2% | 176,027 | $189.01 | $33M | −481,395 | −$121M |
| OKTA - OKTA Inc · CL A | 1.00% | New | 314,379 | $99.97 | $31M | +314,379 | +$31M |
| WWD - Woodward | 0.94% | New | 120,436 | $245.09 | $30M | +120,436 | +$30M |
| ATKR - Atkore | 0.62% | Reduce −16.8% | 278,476 | $70.55 | $20M | −56,197 | −$431K |
| DECK - Deckers Outdoor | 0.52% | New | 159,791 | $103.07 | $16M | +159,791 | +$16M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DHI - D.R. Horton | 4.35% | Exit | 0 | $127.13 | $94M | −736,073 | −$94M |
| PANW - Palo Alto Networks | 2.84% | Exit | 0 | $170.64 | $61M | −357,124 | −$61M |
| WMT - Walmart | 2.25% | Exit | 0 | $87.79 | $48M | −551,351 | −$48M |
| AXP - American Express | 1.00% | Exit | 0 | $269.04 | $21M | −79,827 | −$21M |
| GEV - GE Vernova | 0.92% | Exit | 0 | $305.29 | $20M | −64,510 | −$20M |
| ONON - ON AG | 0.91% | Exit | 0 | $43.92 | $20M | −447,552 | −$20M |
| Lgi Homes | 0.42% | Exit | 0 | $66.47 | $9M | −137,128 | −$9M |
| Viking | 0.28% | Exit | 0 | $39.75 | $6M | −151,621 | −$6M |
| DASH - Doordash · CL A | 0.20% | Exit | 0 | $182.79 | $4M | −24,017 | −$4M |
| APP - Applovin · CL A | 0.19% | Exit | 0 | $264.95 | $4M | −15,754 | −$4M |
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