Anomaly Capital Management, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$2.8B
Holdings
31
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 2,515,248 | $267.9T | 9456203.29% | |
| 2 | GOOGLALPHABET INC | 1,360,675 | $205.4T | 7247597.05% | |
| 3 | AMZNAMAZON COM INC | 1,038,649 | $187.4T | 6611823.51% | |
| 4 | SKAASKECHERS U S A INC | 3,025,957 | $185.4T | 6541898.58% | |
| 5 | TPDTEMPUR SEALY INTL INC | 3,060,945 | $173.9T | 6137914.26% | |
| 6 | BLDRBUILDERS FIRSTSOURCE INC | 833,070 | $173.7T | 6131344.98% | |
| 7 | ONONON HLDG AG | 4,728,877 | $167.3T | 5904456.23% | |
| 8 | CNMCORE & MAIN INC | 2,655,034 | $152.0T | 5364257.80% | |
| 9 | WMTWALMART INC | 2,100,909 | $126.4T | 4461196.13% | |
| 10 | BURLBURLINGTON STORES INC | 542,415 | $125.9T | 4444667.37% | |
| 11 | XOMEXXON MOBIL CORP | 1,045,434 | $121.5T | 4288607.32% | |
| 12 | CRMSALESFORCE INC | 393,624 | $118.6T | 4183808.13% | |
| 13 | LVSLAS VEGAS SANDS CORP | 2,200,289 | $113.8T | 4014526.52% | |
| 14 | DDOGDATADOG INC | 714,484 | $88.3T | 3116556.74% | |
| 15 | KMXCARMAX INC | 761,141 | $66.3T | 2339899.45% | |
| 16 | SIGSIGNET JEWELERS LIMITED | 614,917 | $61.5T | 2171623.14% | |
| 17 | ELFE L F BEAUTY INC | 302,994 | $59.4T | 2096141.67% | |
| 18 | FDXFEDEX CORP | 200,728 | $58.2T | 2052487.29% | |
| 19 | FTITECHNIPFMC PLC | 2,275,746 | $57.1T | 2016668.72% | |
| 20 | GTLBGITLAB INC | 874,508 | $51.0T | 1799887.53% | |
| 21 | DHID R HORTON INC | 299,285 | $49.2T | 1737988.51% | |
| 22 | PHPARKER-HANNIFIN CORP | 81,598 | $45.4T | 1600494.92% | |
| 23 | BKNGBOOKING HOLDINGS INC | 9,013 | $32.7T | 1153948.27% | |
| 24 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 765,752 | $27.6T | 974761.46% | |
| 25 | PANWPALO ALTO NETWORKS INC | 96,011 | $27.3T | 962724.76% | |
| 26 | HESHESS CORP | 157,127 | $24.0T | 846414.77% | |
| 27 | RHRH | 57,859 | $20.1T | 711112.93% | |
| 28 | PTENPATTERSON-UTI ENERGY INC | 1,252,086 | $14.9T | 527597.29% | |
| 29 | HUBBHUBBELL INC | 32,402 | $13.4T | 474609.36% | |
| 30 | MLCOMELCO RESORTS AND ENTMNT LTD | 1,683,971 | $12.1T | 428483.34% | |
| 31 | SYMSYMBOTIC INC | 126,134 | $5.7T | 200312.82% |