Anomaly Capital Management, LP
CIK 1817534
13F filing for Q2 2026・No. 1,397
- Holdings
- US$2.62B
- Quarter change
- +US$967.42M
- Entries
- 24
- Net bought (estimate)
- +US$815.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 6
- Cut 3
- Added 12
- Corporate actions 0
- Unchanged 0
Largest holdings
24 stocks worth US$2.62B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 1,438,292 | US$342.8M | 13.09% |
| GOOGLAlphabetCAP STK CL A | Added | 899,813 | US$321.57M | 12.28% |
| DHRDANAHER CORP DELCOM | Added | 1,365,320 | US$260.07M | 9.93% |
| VVISA INCCOM CL A | Added | 717,707 | US$246.24M | 9.40% |
| GILGILDAN ACTIVEWEAR INCCOM | Added | 3,750,033 | US$193.5M | 7.39% |
| ANETARISTA NETWORKS INCCOM SHS | Added | 1,090,980 | US$185.34M | 7.08% |
| MTZMASTEC INCCOM | Added | 306,921 | US$127.7M | 4.88% |
| WWAYFAIR INCCL A | Added | 1,379,204 | US$127.47M | 4.87% |
| PLDPROLOGIS INC.COM | Added | 939,381 | US$127.26M | 4.86% |
| CTVACORTEVA INCCOM | Added | 1,201,753 | US$101.78M | 3.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.