13F HOLDINGS REPORT
Anomaly Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003275
Total Value
$3.15B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROLOGIS INC. | PLDGP | 2,295,983 | $241.4M | 7.67% |
| 2 | MICROSOFT CORP | MSFT | 471,122 | $234.3M | 7.45% |
| 3 | CORE & MAIN INC | CNM | 3,721,937 | $224.6M | 7.14% |
| 4 | BURLINGTON STORES INC | BURL | 817,255 | $190.1M | 6.04% |
| 5 | CORTEVA INC | CTVA | 2,341,003 | $174.5M | 5.54% |
| 6 | AMAZON COM INC | AMZN | 715,939 | $157.1M | 4.99% |
| 7 | INTUIT | INTU | 174,903 | $137.8M | 4.38% |
| 8 | ALPHABET INC | GOOG | 698,437 | $123.1M | 3.91% |
| 9 | FIVE BELOW INC | FIVE | 864,041 | $113.3M | 3.60% |
| 10 | TREX CO INC | TREX | 1,965,168 | $106.9M | 3.40% |
| 11 | FLUTTER ENTMT PLC | G3643J108 | 358,659 | $102.5M | 3.26% |
| 12 | GILDAN ACTIVEWEAR INC | GIL | 1,972,655 | $97.1M | 3.09% |
| 13 | UNITED AIRLS HLDGS INC | UNTCW | 1,217,920 | $97.0M | 3.08% |
| 14 | TECHNIPFMC PLC | FTI | 2,786,660 | $96.0M | 3.05% |
| 15 | DRAFTKINGS INC NEW | DKNG | 2,195,736 | $94.2M | 2.99% |
| 16 | AMER SPORTS INC | AS | 2,221,607 | $86.1M | 2.74% |
| 17 | SEA LTD | SE | 523,849 | $83.8M | 2.66% |
| 18 | GEO GROUP INC NEW | GEO | 3,365,692 | $80.6M | 2.56% |
| 19 | META PLATFORMS INC | META | 107,674 | $79.5M | 2.53% |
| 20 | SPROUTS FMRS MKT INC | 85208M102 | 481,762 | $79.3M | 2.52% |
| 21 | SKECHERS U S A INC | 830566105 | 1,235,558 | $78.0M | 2.48% |
| 22 | HUNT J B TRANS SVCS INC | 445658107 | 451,069 | $64.8M | 2.06% |
| 23 | DATADOG INC | DDOG | 387,410 | $52.0M | 1.65% |
| 24 | UBER TECHNOLOGIES INC | UBER | 539,929 | $50.4M | 1.60% |
| 25 | PINTEREST INC | PINS | 1,332,644 | $47.8M | 1.52% |
| 26 | VERTIV HOLDINGS CO | VRT | 328,882 | $42.2M | 1.34% |
| 27 | BATH & BODY WORKS INC | BBWI | 1,402,222 | $42.0M | 1.33% |
| 28 | ROSS STORES INC | ROST | 318,132 | $40.6M | 1.29% |
| 29 | RH | RH | 176,027 | $33.3M | 1.06% |
| 30 | OKTA INC | OKTA | 314,379 | $31.4M | 1.00% |
| 31 | WOODWARD INC | WWD | 120,436 | $29.5M | 0.94% |
| 32 | ATKORE INC | ATKR | 278,476 | $19.6M | 0.62% |
| 33 | DECKERS OUTDOOR CORP | DECK | 159,791 | $16.5M | 0.52% |