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 | 17.20% | Reduce −8.3% | 1,363,899 | $208.27 | $284M | −122,856 | −$59M |
| GIL - Gildan Activewear | 12.14% | Add +16.4% | 3,604,413 | $55.65 | $201M | +509,152 | +$7M |
| DHR - Danaher Del | 8.76% | Add +119.3% | 762,671 | $189.60 | $145M | +414,830 | +$65M |
| SHAK - Shake Shack · CL A | 5.47% | New | 1,021,608 | $88.47 | $90M | +1,021,608 | +$90M |
| CTVA - Corteva | 5.35% | Reduce −64.0% | 1,056,399 | $83.71 | $88M | −1,881,902 | −$109M |
| PANW - Palo Alto Networks | 5.15% | Reduce −23.2% | 530,389 | $160.32 | $85M | −160,648 | −$42M |
| V - VISA · CL A | 4.49% | New | 245,196 | $302.24 | $74M | +245,196 | +$74M |
| GOOGL - Alphabet · CL A | 4.49% | Reduce −27.6% | 257,603 | $287.56 | $74M | −98,219 | −$37M |
| Q - Qnity | 4.48% | New | 641,317 | $115.38 | $74M | +641,317 | +$74M |
| MTZ - Mastec | 4.37% | New | 224,498 | $321.74 | $72M | +224,498 | +$72M |
| ANET - Arista Networks | 4.28% | New | 575,088 | $122.78 | $71M | +575,088 | +$71M |
| GEHC - GE HealthCare | 3.72% | Reduce −51.0% | 863,449 | $71.18 | $61M | −897,767 | −$83M |
| PLD - Prologis | 3.23% | Reduce −53.8% | 403,509 | $132.18 | $53M | −470,053 | −$58M |
| BIRK - Birkenstock | 3.07% | New | 1,415,235 | $35.83 | $51M | +1,415,235 | +$51M |
| LIN - Linde | 3.07% | New | 102,130 | $495.76 | $51M | +102,130 | +$51M |
| AS - Amer Sports | 2.55% | New | 1,278,424 | $32.92 | $42M | +1,278,424 | +$42M |
| CHRW - C H Robinson Worldwide In | 2.21% | New | 219,645 | $166.07 | $36M | +219,645 | +$36M |
| W - Wayfair · CL A | 2.13% | New | 467,242 | $75.21 | $35M | +467,242 | +$35M |
| CMG - Chipotle Mexican Grill | 1.96% | Add +163.7% | 1,008,942 | $32.01 | $32M | +626,369 | +$18M |
| VG - Venture Global · CL A | 1.24% | New | 1,300,734 | $15.76 | $20M | +1,300,734 | +$20M |
| ATI - ATI Inc | 0.66% | New | 74,830 | $145.46 | $11M | +74,830 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BURL - Burlington Stores | 6.82% | Exit | 0 | $288.85 | $190M | −656,820 | −$190M |
| MSFT - Microsoft | 5.16% | Exit | 0 | $483.62 | $144M | −297,190 | −$144M |
| UAL - United Airls | 4.11% | Exit | 0 | $111.82 | $114M | −1,023,889 | −$114M |
| SE - SEA | 3.81% | Exit | 0 | $127.57 | $106M | −830,376 | −$106M |
| FTI - Technipfmc | 3.41% | Exit | 0 | $44.56 | $95M | −2,127,993 | −$95M |
| MCD - Mcdonalds | 2.76% | Exit | 0 | $305.63 | $77M | −251,591 | −$77M |
| MTD - Mettler Toledo | 2.65% | Exit | 0 | $1,394 | $74M | −52,889 | −$74M |
| SFM - Sprouts Fmrs Mkt | 2.50% | Exit | 0 | $79.67 | $70M | −872,608 | −$70M |
| LULU - Lululemon Athletica | 2.15% | Exit | 0 | $207.81 | $60M | −288,143 | −$60M |
| INTU - Intuit | 2.04% | Exit | 0 | $662.42 | $57M | −85,561 | −$57M |
| U - Unity Software | 1.85% | Exit | 0 | $44.17 | $51M | −1,163,021 | −$51M |
| SPOT - Spotify Technology S A | 1.84% | Exit | 0 | $580.72 | $51M | −87,988 | −$51M |
| SN - Sharkninja | 1.71% | Exit | 0 | $111.90 | $48M | −424,755 | −$48M |
| TXT - Textron | 1.58% | Exit | 0 | $87.17 | $44M | −504,681 | −$44M |
| GEV - GE Vernova | 1.47% | Exit | 0 | $653.57 | $41M | −62,737 | −$41M |
| CNM - Core & Main · CL A | 1.30% | Exit | 0 | $51.97 | $36M | −695,109 | −$36M |
| WMT - Walmart | 1.28% | Exit | 0 | $111.41 | $36M | −319,422 | −$36M |
| RRX - Regal Rexnord | 1.25% | Exit | 0 | $140.32 | $35M | −248,659 | −$35M |
| SNOW - Snowflake | 1.05% | Exit | 0 | $219.36 | $29M | −132,716 | −$29M |
| WWD - Woodward | 1.02% | Exit | 0 | $302.32 | $29M | −94,279 | −$29M |
| SAIA — | 1.01% | Exit | 0 | $326.52 | $28M | −86,148 | −$28M |
| RH | 0.93% | Exit | 0 | $179.15 | $26M | −144,295 | −$26M |
| TEAM - Atlassian · CL A | 0.81% | Exit | 0 | $162.14 | $23M | −139,245 | −$23M |
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