Anomaly Capital Management, LP: 13F holdings
CIK 18175342026Q2
| Positions | 24 |
|---|
| Reported value | $2.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 24 (+3 vs prior quarter) |
|---|
| Reported value | $2.6bn (+58.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 1,438,292 | $342.8m | 13.1% |
| GOOGL ALPHABET INC | 899,813 | $321.6m | 12.3% |
| DHR DANAHER CORP DEL | 1,365,320 | $260.1m | 9.9% |
| V VISA INC | 717,707 | $246.2m | 9.4% |
| GIL GILDAN ACTIVEWEAR INC | 3,750,033 | $193.5m | 7.4% |
| ANET ARISTA NETWORKS INC | 1,090,980 | $185.3m | 7.1% |
| MTZ MASTEC INC | 306,921 | $127.7m | 4.9% |
| W WAYFAIR INC | 1,379,204 | $127.5m | 4.9% |
| PLD PROLOGIS INC. | 939,381 | $127.3m | 4.9% |
| CTVA CORTEVA INC | 1,201,753 | $101.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817534")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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