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
| AMZN - Amazon | 12.33% | Add +38.6% | 1,486,755 | $230.82 | $343M | +414,329 | +$108M |
| CTVA - Corteva | 7.08% | Add +21.3% | 2,938,301 | $67.03 | $197M | +516,493 | +$33M |
| GIL - Gildan Activewear | 6.95% | Add +7.3% | 3,095,261 | $62.46 | $193M | +211,610 | +$27M |
| BURL - Burlington Stores | 6.82% | Reduce −22.2% | 656,820 | $288.85 | $190M | −187,946 | −$25M |
| GEHC - GE HealthCare | 5.19% | New | 1,761,216 | $82.02 | $144M | +1,761,216 | +$144M |
| MSFT - Microsoft | 5.16% | Reduce −37.0% | 297,190 | $483.62 | $144M | −174,245 | −$100M |
| PANW - Palo Alto Networks | 4.57% | Add +131.4% | 691,037 | $184.20 | $127M | +392,399 | +$66M |
| UAL - United Airls | 4.11% | Reduce −8.2% | 1,023,889 | $111.82 | $114M | −90,903 | +$7M |
| PLD - Prologis | 4.01% | Reduce −67.1% | 873,562 | $127.66 | $112M | −1,783,056 | −$193M |
| GOOGL - Alphabet · CL A | 4.00% | Add +95.3% | 355,822 | $313.00 | $111M | +173,605 | +$67M |
| SE - SEA | 3.81% | Add +164.4% | 830,376 | $127.57 | $106M | +516,304 | +$50M |
| FTI - Technipfmc | 3.41% | Reduce −27.0% | 2,127,993 | $44.56 | $95M | −785,638 | −$20M |
| DHR - Danaher | 2.86% | New | 347,841 | $228.92 | $80M | +347,841 | +$80M |
| MCD - Mcdonalds | 2.76% | Reduce −0.1% | 251,591 | $305.63 | $77M | −152 | +$392K |
| MTD - Mettler Toledo | 2.65% | New | 52,889 | $1,394 | $74M | +52,889 | +$74M |
| SFM - Sprouts Fmrs Mkt | 2.50% | Reduce −15.8% | 872,608 | $79.67 | $70M | −163,518 | −$43M |
| LULU - Lululemon Athletica | 2.15% | New | 288,143 | $207.81 | $60M | +288,143 | +$60M |
| INTU - Intuit | 2.04% | Reduce −65.3% | 85,561 | $662.42 | $57M | −161,192 | −$112M |
| U - Unity Software | 1.85% | New | 1,163,021 | $44.17 | $51M | +1,163,021 | +$51M |
| SPOT - Spotify Technology S A | 1.84% | New | 87,988 | $580.71 | $51M | +87,988 | +$51M |
| SN - Sharkninja | 1.71% | Reduce −38.5% | 424,755 | $111.90 | $48M | −266,027 | −$24M |
| TXT - Textron | 1.58% | New | 504,681 | $87.17 | $44M | +504,681 | +$44M |
| GEV - GE Vernova | 1.47% | Reduce −58.0% | 62,737 | $653.57 | $41M | −86,663 | −$51M |
| CNM - Core & Main · CL A | 1.30% | Reduce −71.9% | 695,109 | $51.97 | $36M | −1,774,432 | −$97M |
| WMT - Walmart | 1.28% | Reduce −65.0% | 319,422 | $111.41 | $36M | −593,937 | −$59M |
| RRX - Regal Rexnord | 1.25% | Add +3.4% | 248,659 | $140.32 | $35M | +8,196 | +$400K |
| SNOW - Snowflake | 1.05% | New | 132,716 | $219.36 | $29M | +132,716 | +$29M |
| WWD - Woodward | 1.02% | New | 94,279 | $302.32 | $29M | +94,279 | +$29M |
| SAIA — | 1.01% | New | 86,148 | $326.52 | $28M | +86,148 | +$28M |
| RH | 0.93% | Add +191.7% | 144,295 | $179.15 | $26M | +94,831 | +$16M |
| TEAM - Atlassian · CL A | 0.81% | Reduce −6.8% | 139,245 | $162.14 | $23M | −10,142 | −$1M |
| CMG - Chipotle Mexican Grill | 0.51% | New | 382,573 | $37.00 | $14M | +382,573 | +$14M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TREX — | 3.51% | Exit | 0 | $51.67 | $119M | −2,307,739 | −$119M |
| META - Meta Platforms · CL A | 3.21% | Exit | 0 | $734.38 | $109M | −148,589 | −$109M |
| ONON - ON AG | 3.03% | Exit | 0 | $42.35 | $103M | −2,430,032 | −$103M |
| FIVE - Five Below | 2.99% | Exit | 0 | $154.70 | $102M | −658,313 | −$102M |
| JBHT - Hunt J B Trans Svcs | 2.47% | Exit | 0 | $134.17 | $84M | −625,478 | −$84M |
| WIX — | 2.43% | Exit | 0 | $177.63 | $83M | −465,240 | −$83M |
| BABA - Alibaba Group | 1.73% | Exit | 0 | $178.73 | $59M | −328,793 | −$59M |
| BBWI - Bath & Body Works | 1.53% | Exit | 0 | $25.76 | $52M | −2,026,235 | −$52M |
| WRD - Weride | 1.06% | Exit | 0 | $9.90 | $36M | −3,626,712 | −$36M |
| UBER - UBER Technologies | 1.02% | Exit | 0 | $97.97 | $35M | −355,015 | −$35M |
| Cyberark Software | 1.02% | Exit | 0 | $483.15 | $35M | −71,643 | −$35M |
| KLAC - Klarna Group | 0.66% | Exit | 0 | $36.65 | $23M | −614,033 | −$23M |
| GEO Group | 0.54% | Exit | 0 | $20.49 | $18M | −902,747 | −$18M |
| AAP - Advance Auto Parts | 0.43% | Exit | 0 | $61.40 | $15M | −237,003 | −$15M |
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