Anomaly Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.1T
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDPROLOGIS INC. | 2,295,983 | $241.4B | 7.67% | |
| 2 | MSFTMICROSOFT CORP | 471,122 | $234.3B | 7.45% | |
| 3 | CNMCORE & MAIN INC | 3,721,937 | $224.6B | 7.14% | |
| 4 | BURLBURLINGTON STORES INC | 817,255 | $190.1B | 6.04% | |
| 5 | CTVACORTEVA INC | 2,341,003 | $174.5B | 5.54% | |
| 6 | AMZNAMAZON COM INC | 715,939 | $157.1B | 4.99% | |
| 7 | INTUINTUIT | 174,903 | $137.8B | 4.38% | |
| 8 | GOOGLALPHABET INC | 698,437 | $123.1B | 3.91% | |
| 9 | FIVEFIVE BELOW INC | 864,041 | $113.3B | 3.60% | |
| 10 | TREXTREX CO INC | 1,965,168 | $106.9B | 3.40% | |
| 11 | FLUTFLUTTER ENTMT PLC | 358,659 | $102.5B | 3.26% | |
| 12 | GILGILDAN ACTIVEWEAR INC | 1,972,655 | $97.1B | 3.09% | |
| 13 | UALUNITED AIRLS HLDGS INC | 1,217,920 | $97.0B | 3.08% | |
| 14 | FTITECHNIPFMC PLC | 2,786,660 | $96.0B | 3.05% | |
| 15 | DKNGDRAFTKINGS INC NEW | 2,195,736 | $94.2B | 2.99% | |
| 16 | ASAMER SPORTS INC | 2,221,607 | $86.1B | 2.74% | |
| 17 | SESEA LTD | 523,849 | $83.8B | 2.66% | |
| 18 | GEGGEO GROUP INC NEW | 3,365,692 | $80.6B | 2.56% | |
| 19 | METAMETA PLATFORMS INC | 107,674 | $79.5B | 2.53% | |
| 20 | SFMSPROUTS FMRS MKT INC | 481,762 | $79.3B | 2.52% | |
| 21 | SKAASKECHERS U S A INC | 1,235,558 | $78.0B | 2.48% | |
| 22 | JBHTHUNT J B TRANS SVCS INC | 451,069 | $64.8B | 2.06% | |
| 23 | DDOGDATADOG INC | 387,410 | $52.0B | 1.65% | |
| 24 | UBERUBER TECHNOLOGIES INC | 539,929 | $50.4B | 1.60% | |
| 25 | PINSPINTEREST INC | 1,332,644 | $47.8B | 1.52% | |
| 26 | VRTVERTIV HOLDINGS CO | 328,882 | $42.2B | 1.34% | |
| 27 | BBWIBATH & BODY WORKS INC | 1,402,222 | $42.0B | 1.33% | |
| 28 | ROSTROSS STORES INC | 318,132 | $40.6B | 1.29% | |
| 29 | RHRH | 176,027 | $33.3B | 1.06% | |
| 30 | OKTAOKTA INC | 314,379 | $31.4B | 1.00% | |
| 31 | WWDWOODWARD INC | 120,436 | $29.5B | 0.94% | |
| 32 | ATKRATKORE INC | 278,476 | $19.6B | 0.62% | |
| 33 | DECKDECKERS OUTDOOR CORP | 159,791 | $16.5B | 0.52% |