13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003363
Total Value
$2.63B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SKECHERS U S A INC | 830566105 | 2,883,838 | $199.3M | 7.58% |
| 2 | AMAZON COM INC | AMZN | 1,030,907 | $199.2M | 7.58% |
| 3 | CORTEVA INC | CTVA | 3,496,069 | $188.6M | 7.18% |
| 4 | ALPHABET INC | GOOG | 983,948 | $179.2M | 6.82% |
| 5 | CORE & MAIN INC | CNM | 3,608,523 | $176.6M | 6.72% |
| 6 | BURLINGTON STORES INC | BURL | 730,175 | $175.2M | 6.67% |
| 7 | BUILDERS FIRSTSOURCE INC | BLDR | 1,020,441 | $141.2M | 5.37% |
| 8 | ON HLDG AG | H5919C104 | 3,106,589 | $120.5M | 4.59% |
| 9 | BATH & BODY WORKS INC | BBWI | 2,919,202 | $114.0M | 4.34% |
| 10 | PLANET FITNESS INC | PLNT | 1,451,216 | $106.8M | 4.06% |
| 11 | WALMART INC | WMT | 1,382,065 | $93.6M | 3.56% |
| 12 | TECHNIPFMC PLC | FTI | 3,419,833 | $89.4M | 3.40% |
| 13 | FEDEX CORP | FDX | 291,848 | $87.5M | 3.33% |
| 14 | RH | RH | 349,227 | $85.4M | 3.25% |
| 15 | BOOKING HOLDINGS INC | BKNG | 21,137 | $83.7M | 3.19% |
| 16 | DATADOG INC | DDOG | 590,193 | $76.5M | 2.91% |
| 17 | PROLOGIS INC. | PLDGP | 602,884 | $67.7M | 2.58% |
| 18 | SIGNET JEWELERS LIMITED | SIG | 691,451 | $61.9M | 2.36% |
| 19 | SALESFORCE INC | CRM | 218,894 | $56.3M | 2.14% |
| 20 | FIRST SOLAR INC | FSLR | 238,409 | $53.8M | 2.05% |
| 21 | ENPHASE ENERGY INC | ENPH | 517,322 | $51.6M | 1.96% |
| 22 | TEMPUR SEALY INTL INC | SGI | 1,079,516 | $51.1M | 1.94% |
| 23 | CYBERARK SOFTWARE LTD | M2682V108 | 179,742 | $49.1M | 1.87% |
| 24 | MCDONALDS CORP | MCD | 119,440 | $30.4M | 1.16% |
| 25 | EQT CORP | EQT | 792,783 | $29.3M | 1.12% |
| 26 | DELL TECHNOLOGIES INC | DELL | 199,580 | $27.5M | 1.05% |
| 27 | LAS VEGAS SANDS CORP | LVS | 456,806 | $20.2M | 0.77% |
| 28 | GITLAB INC | GTLB | 150,000 | $7.5M | 0.28% |
| 29 | LGI HOMES INC | LGIH | 51,808 | $4.6M | 0.18% |