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 | 8.95% | Add +15.7% | 2,656,618 | $114.52 | $304M | +360,635 | +$63M |
| MSFT - Microsoft | 7.18% | Add +0.1% | 471,435 | $517.95 | $244M | +313 | +$10M |
| AMZN - Amazon | 6.92% | Add +49.8% | 1,072,426 | $219.57 | $235M | +356,487 | +$78M |
| BURL - Burlington Stores | 6.32% | Add +3.4% | 844,766 | $254.50 | $215M | +27,511 | +$25M |
| INTU - Intuit | 4.95% | Add +41.1% | 246,753 | $682.91 | $169M | +71,850 | +$31M |
| GIL - Gildan Activewear | 4.90% | Add +46.2% | 2,883,651 | $57.80 | $167M | +910,996 | +$70M |
| CTVA - Corteva | 4.82% | Add +3.5% | 2,421,808 | $67.63 | $164M | +80,805 | −$11M |
| CNM - Core & Main · CL A | 3.91% | Reduce −33.6% | 2,469,541 | $53.83 | $133M | −1,252,396 | −$92M |
| TREX — | 3.51% | Add +17.4% | 2,307,739 | $51.67 | $119M | +342,571 | +$12M |
| FTI - Technipfmc | 3.38% | Add +4.6% | 2,913,631 | $39.45 | $115M | +126,971 | +$19M |
| SFM - Sprouts Fmrs Mkt | 3.31% | Add +115.1% | 1,036,126 | $108.80 | $113M | +554,364 | +$33M |
| META - Meta Platforms · CL A | 3.21% | Add +38.0% | 148,589 | $734.38 | $109M | +40,915 | +$30M |
| UAL - United Airls | 3.16% | Reduce −8.5% | 1,114,792 | $96.50 | $108M | −103,128 | +$11M |
| ONON - ON AG | 3.03% | New | 2,430,032 | $42.35 | $103M | +2,430,032 | +$103M |
| FIVE - Five Below | 2.99% | Reduce −23.8% | 658,313 | $154.70 | $102M | −205,728 | −$12M |
| WMT - Walmart | 2.77% | New | 913,359 | $103.06 | $94M | +913,359 | +$94M |
| GEV - GE Vernova | 2.70% | New | 149,400 | $614.90 | $92M | +149,400 | +$92M |
| JBHT - Hunt J B Trans Svcs | 2.47% | Add +38.7% | 625,478 | $134.17 | $84M | +174,409 | +$19M |
| WIX — | 2.43% | New | 465,240 | $177.63 | $83M | +465,240 | +$83M |
| MCD - Mcdonalds | 2.25% | New | 251,743 | $303.89 | $77M | +251,743 | +$77M |
| SN - Sharkninja | 2.10% | New | 690,782 | $103.15 | $71M | +690,782 | +$71M |
| PANW - Palo Alto Networks | 1.79% | New | 298,638 | $203.62 | $61M | +298,638 | +$61M |
| BABA - Alibaba Group | 1.73% | New | 328,793 | $178.73 | $59M | +328,793 | +$59M |
| SE - SEA | 1.65% | Reduce −40.0% | 314,072 | $178.73 | $56M | −209,777 | −$28M |
| BBWI - Bath & Body Works | 1.53% | Add +44.5% | 2,026,235 | $25.76 | $52M | +624,013 | +$10M |
| GOOGL - Alphabet · CL A | 1.30% | Reduce −73.9% | 182,217 | $243.10 | $44M | −516,220 | −$79M |
| WRD - Weride | 1.06% | New | 3,626,712 | $9.90 | $36M | +3,626,712 | +$36M |
| UBER - UBER Technologies | 1.02% | Reduce −34.2% | 355,015 | $97.97 | $35M | −184,914 | −$16M |
| Cyberark Software | 1.02% | New | 71,643 | $483.15 | $35M | +71,643 | +$35M |
| RRX - Regal Rexnord | 1.01% | New | 240,463 | $143.44 | $34M | +240,463 | +$34M |
| TEAM - Atlassian · CL A | 0.70% | New | 149,387 | $159.70 | $24M | +149,387 | +$24M |
| KLAC - Klarna Group | 0.66% | New | 614,033 | $36.65 | $23M | +614,033 | +$23M |
| GEO Group | 0.54% | Reduce −73.2% | 902,747 | $20.49 | $18M | −2,462,945 | −$62M |
| AAP - Advance Auto Parts | 0.43% | New | 237,003 | $61.40 | $15M | +237,003 | +$15M |
| RH | 0.30% | Reduce −71.9% | 49,464 | $203.16 | $10M | −126,563 | −$23M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FLUT - Flutter Entmt | 3.26% | Exit | 0 | $285.76 | $102M | −358,659 | −$102M |
| DKNG - Draftkings · CL A | 2.99% | Exit | 0 | $42.89 | $94M | −2,195,736 | −$94M |
| AS - Amer Sports | 2.74% | Exit | 0 | $38.76 | $86M | −2,221,607 | −$86M |
| Skechers U S A · CL A | 2.48% | Exit | 0 | $63.10 | $78M | −1,235,558 | −$78M |
| DDOG - Datadog · CL A | 1.65% | Exit | 0 | $134.33 | $52M | −387,410 | −$52M |
| PINS - Pinterest · CL A | 1.52% | Exit | 0 | $35.86 | $48M | −1,332,644 | −$48M |
| VRT - Vertiv · CL A | 1.34% | Exit | 0 | $128.41 | $42M | −328,882 | −$42M |
| ROST - Ross Stores | 1.29% | Exit | 0 | $127.58 | $41M | −318,132 | −$41M |
| OKTA - OKTA Inc · CL A | 1.00% | Exit | 0 | $99.97 | $31M | −314,379 | −$31M |
| WWD - Woodward | 0.94% | Exit | 0 | $245.09 | $30M | −120,436 | −$30M |
| ATKR - Atkore | 0.62% | Exit | 0 | $70.55 | $20M | −278,476 | −$20M |
| DECK - Deckers Outdoor | 0.52% | Exit | 0 | $103.07 | $16M | −159,791 | −$16M |
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