Anomaly Capital Management, LP
21 holdingsFiling period: 2026-03-31Current AUM: $1.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.36M | $284.1M | $370.4M | 19.79% | -122,856 | 2026-03-31 |
| 2 | GIL | GILDAN ACTIVEWEAR INC | 3.60M | $200.6M | $199.6M | 10.66% | +509.2K | 2026-03-31 |
| 3 | DHR | DANAHER CORP DEL | 762.7K | $144.6M | $148.7M | 7.94% | +414.8K | 2026-03-31 |
| 4 | SHAK | SHAKE SHACK INC | 1.02M | $90.4M | $64.1M | 3.42% | -- | 2026-03-31 |
| 5 | CTVA | CORTEVA INC | 1.06M | $88.4M | $83.1M | 4.44% | -1,881,902 | 2026-03-31 |
| 6 | PANW | PALO ALTO NETWORKS INC | 530.4K | $85.0M | $176.0M | 9.40% | -160,648 | 2026-03-31 |
| 7 | V | VISA INC | 245.2K | $74.1M | $89.8M | 4.80% | -- | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 257.6K | $74.1M | $91.7M | 4.90% | -98,219 | 2026-03-31 |
| 9 | Q | QNITY ELECTRONICS INC | 641.3K | $74.0M | $84.1M | 4.49% | -- | 2026-03-31 |
| 10 | MTZ | MASTEC INC | 224.5K | $72.2M | $59.1M | 3.16% | -- | 2026-03-31 |
| 11 | ANET | ARISTA NETWORKS INC | 575.1K | $70.6M | $103.7M | 5.54% | -- | 2026-03-31 |
| 12 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 863.4K | $61.5M | $58.7M | 3.14% | -897,767 | 2026-03-31 |
| 13 | PLD | PROLOGIS INC. | 403.5K | $53.3M | $58.4M | 3.12% | -470,053 | 2026-03-31 |
| 14 | — | BIRKENSTOCK HOLDING PLC | 1.42M | $50.7M | $50.7M | 2.71% | -- | 2026-03-31 |
| 15 | — | LINDE PLC | 102.1K | $50.6M | $50.6M | 2.70% | -- | 2026-03-31 |
| 16 | — | AMER SPORTS INC | 1.28M | $42.1M | $42.1M | 2.25% | -- | 2026-03-31 |
| 17 | CHRW | C H ROBINSON WORLDWIDE IN | 219.6K | $36.5M | $32.4M | 1.73% | -- | 2026-03-31 |
| 18 | W | WAYFAIR INC | 467.2K | $35.1M | $39.7M | 2.12% | -- | 2026-03-31 |
| 19 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.01M | $32.3M | $37.6M | 2.01% | +626.4K | 2026-03-31 |
| 20 | VG | VENTURE GLOBAL INC | 1.30M | $20.5M | $17.4M | 0.93% | -- | 2026-03-31 |
| 21 | ATI | ATI INC | 74.8K | $10.9M | $14.0M | 0.75% | -- | 2026-03-31 |
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