Anomaly Capital Management, LP
24 holdingsFiling period: 2026-06-30Current AUM: $2.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 1.44M | $342.8M | $345.7M | 13.63% | +74.4K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 899.8K | $321.6M | $251.8M | 9.93% | +642.2K | 2026-06-30 |
| 3 | DHR | Danaher Corp Del | 1.37M | $260.1M | $317.1M | 12.50% | +602.6K | 2026-06-30 |
| 4 | V | Visa Inc | 717.7K | $246.2M | $296.8M | 11.70% | +472.5K | 2026-06-30 |
| 5 | GIL | Gildan Activewear Inc | 3.75M | $193.5M | $148.9M | 5.87% | +145.6K | 2026-06-30 |
| 6 | ANET | Arista Networks Inc | 1.09M | $185.3M | $184.2M | 7.26% | +515.9K | 2026-06-30 |
| 7 | MTZ | Mastec Inc | 306.9K | $127.7M | $57.1M | 2.25% | +82.4K | 2026-06-30 |
| 8 | W | Wayfair Inc | 1.38M | $127.5M | $159.9M | 6.30% | +912.0K | 2026-06-30 |
| 9 | PLD | Prologis Inc. | 939.4K | $127.3M | $120.2M | 4.74% | +535.9K | 2026-06-30 |
| 10 | CTVA | Corteva Inc | 1.20M | $101.8M | $14.0M | 0.55% | +145.4K | 2026-06-30 |
| 11 | AZO | Autozone Inc | 30.8K | $98.5M | $97.7M | 3.85% | -- | 2026-06-30 |
| 12 | MTD | Mettler Toledo International | 57.7K | $73.7M | $96.6M | 3.81% | -- | 2026-06-30 |
| 13 | — | Amer Sports Inc | 2.04M | $69.0M | $69.0M | 2.72% | +761.5K | 2026-06-30 |
| 14 | WMT | Walmart Inc | 449.0K | $50.9M | $55.5M | 2.19% | -- | 2026-06-30 |
| 15 | Q | Qnity Electronics Inc | 269.5K | $44.0M | $31.4M | 1.24% | -371,842 | 2026-06-30 |
| 16 | — | Birkenstock Holding PLC | 936.4K | $40.3M | $40.3M | 1.59% | -478,867 | 2026-06-30 |
| 17 | GKOS | Glaukos Corp | 276.0K | $38.6M | $65.6M | 2.59% | -- | 2026-06-30 |
| 18 | GEV | GE Vernova Inc | 32.5K | $38.2M | $27.9M | 1.10% | -- | 2026-06-30 |
| 19 | SXT | Sensient Technologies Corp | 284.9K | $35.1M | $33.5M | 1.32% | -- | 2026-06-30 |
| 20 | TXG | 10X Genomics Inc | 867.8K | $33.3M | $60.8M | 2.40% | -- | 2026-06-30 |
| 21 | — | Linde PLC | 50.3K | $26.1M | $26.1M | 1.03% | -51,854 | 2026-06-30 |
| 22 | VG | Venture Global Inc | 1.35M | $15.0M | $20.0M | 0.79% | +50.3K | 2026-06-30 |
| 23 | RRX | Regal Rexnord Corporation | 47.9K | $11.4M | $7.5M | 0.30% | -- | 2026-06-30 |
| 24 | KNX | Knight-Swift Transn Hldgs in | 144.9K | $11.3M | $8.8M | 0.35% | -- | 2026-06-30 |
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