Anomaly Capital Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.2B
Holdings
32
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 1,574,038 | $219.6T | 9897464.36% | |
| 2 | LWLAMB WESTON HLDGS INC | 1,843,202 | $164.7T | 7422088.15% | |
| 3 | FTNTFORTINET INC | 2,423,995 | $118.5T | 5340252.27% | |
| 4 | HESHESS CORP | 784,001 | $111.2T | 5010304.41% | |
| 5 | TECK/BTECK RESOURCES LTD | 2,863,310 | $108.3T | 4879776.24% | |
| 6 | SONYSONY GROUP CORPORATION | 1,368,256 | $104.4T | 4703141.67% | |
| 7 | XPOXPO INC | 2,911,665 | $96.9T | 4367824.86% | |
| 8 | LVSLAS VEGAS SANDS CORP | 1,993,958 | $95.8T | 4319168.45% | |
| 9 | PTENPATTERSON-UTI ENERGY INC | 5,669,061 | $95.5T | 4301928.92% | |
| 10 | OXYOCCIDENTAL PETE CORP | 1,509,092 | $95.1T | 4283485.88% | |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 1,310,751 | $85.0T | 3832137.24% | |
| 12 | LYVLIVE NATION ENTERTAINMENT IN | 1,139,811 | $79.5T | 3581993.56% | |
| 13 | RHRH | 287,326 | $76.8T | 3459434.73% | |
| 14 | OVVOVINTIV INC | 1,502,414 | $76.2T | 3433153.70% | |
| 15 | MSFTMICROSOFT CORP | 284,185 | $68.2T | 3071118.44% | |
| 16 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 1,191,084 | $62.4T | 2812979.46% | |
| 17 | LPXLOUISIANA PAC CORP | 911,101 | $53.9T | 2430514.65% | |
| 18 | DLTRDOLLAR TREE INC | 380,318 | $53.8T | 2423980.62% | |
| 19 | HPHELMERICH & PAYNE INC | 995,428 | $49.3T | 2223508.46% | |
| 20 | PVHPVH CORPORATION | 673,768 | $47.6T | 2143204.32% | |
| 21 | WEXWEX INC | 247,600 | $40.5T | 1825898.64% | |
| 22 | RG6ROGERS CORP | 339,039 | $40.5T | 1823247.82% | |
| 23 | AYXEURALTERYX INC | 762,418 | $38.6T | 1740820.77% | |
| 24 | SAIASAIA INC | 182,893 | $38.3T | 1728081.03% | |
| 25 | SKAASKECHERS U S A INC | 808,215 | $33.9T | 1527808.36% | |
| 26 | PINSPINTEREST INC | 1,259,176 | $30.6T | 1377669.77% | |
| 27 | ANETEURARISTA NETWORKS INC | 241,222 | $29.3T | 1319066.57% | |
| 28 | DOWDOW INC | 548,954 | $27.7T | 1246494.38% | |
| 29 | RXORXO INC | 1,592,865 | $27.4T | 1234574.87% | |
| 30 | CYBRCYBERARK SOFTWARE LTD | 168,799 | $21.9T | 986171.39% | |
| 31 | INTUINTUIT | 44,487 | $17.3T | 780258.09% | |
| 32 | EAELECTRONIC ARTS INC | 85,814 | $10.5T | 472463.54% |