Anomaly Capital Management, LP
24 holdingsFiling period: 2026-06-30Current AUM: $2.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.44M | $342.8M | $357.3M | 13.54% | +74.4K | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 899.8K | $321.6M | $310.4M | 11.76% | +642.2K | 2026-06-30 |
| 3 | DHR | DANAHER CORP DEL | 1.37M | $260.1M | $285.8M | 10.83% | +602.6K | 2026-06-30 |
| 4 | V | VISA INC | 717.7K | $246.2M | $269.6M | 10.22% | +472.5K | 2026-06-30 |
| 5 | GIL | GILDAN ACTIVEWEAR INC | 3.75M | $193.5M | $172.1M | 6.52% | +145.6K | 2026-06-30 |
| 6 | ANET | ARISTA NETWORKS INC | 1.09M | $185.3M | $210.4M | 7.97% | +515.9K | 2026-06-30 |
| 7 | MTZ | MASTEC INC | 306.9K | $127.7M | $68.4M | 2.59% | +82.4K | 2026-06-30 |
| 8 | W | WAYFAIR INC | 1.38M | $127.5M | $143.0M | 5.42% | +912.0K | 2026-06-30 |
| 9 | PLD | PROLOGIS INC. | 939.4K | $127.3M | $127.6M | 4.84% | +535.9K | 2026-06-30 |
| 10 | CTVA | CORTEVA INC | 1.20M | $101.8M | $100.2M | 3.80% | +145.4K | 2026-06-30 |
| 11 | AZO | AUTOZONE INC | 30.8K | $98.5M | $88.1M | 3.34% | -- | 2026-06-30 |
| 12 | MTD | METTLER TOLEDO INTERNATIONAL | 57.7K | $73.7M | $76.7M | 2.91% | -- | 2026-06-30 |
| 13 | — | AMER SPORTS INC | 2.04M | $69.0M | $69.0M | 2.62% | +761.5K | 2026-06-30 |
| 14 | WMT | WALMART INC | 449.0K | $50.9M | $48.5M | 1.84% | -- | 2026-06-30 |
| 15 | Q | QNITY ELECTRONICS INC | 269.5K | $44.0M | $30.9M | 1.17% | -371,842 | 2026-06-30 |
| 16 | — | BIRKENSTOCK HOLDING PLC | 936.4K | $40.3M | $40.3M | 1.53% | -478,867 | 2026-06-30 |
| 17 | GKOS | GLAUKOS CORP | 276.0K | $38.6M | $47.4M | 1.80% | -- | 2026-06-30 |
| 18 | GEV | GE VERNOVA INC | 32.5K | $38.2M | $28.7M | 1.09% | -- | 2026-06-30 |
| 19 | SXT | SENSIENT TECHNOLOGIES CORP | 284.9K | $35.1M | $36.1M | 1.37% | -- | 2026-06-30 |
| 20 | TXG | 10X GENOMICS INC | 867.8K | $33.3M | $64.6M | 2.45% | -- | 2026-06-30 |
| 21 | — | LINDE PLC | 50.3K | $26.1M | $26.1M | 0.99% | -51,854 | 2026-06-30 |
| 22 | VG | VENTURE GLOBAL INC | 1.35M | $15.0M | $20.7M | 0.78% | +50.3K | 2026-06-30 |
| 23 | RRX | REGAL REXNORD CORPORATION | 47.9K | $11.4M | $7.3M | 0.28% | -- | 2026-06-30 |
| 24 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 144.9K | $11.3M | $9.9M | 0.38% | -- | 2026-06-30 |
← Scroll →