Anomaly Capital Management, LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$1.6T
Holdings
29
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 880,216 | $144.1B | 9.10% | |
| 2 | PANWPALO ALTO NETWORKS INC | 387,790 | $143.9B | 9.08% | |
| 3 | BLDRBUILDERS FIRSTSOURCE INC | 3,103,152 | $132.4B | 8.36% | |
| 4 | LYFTLYFT INC | 1,999,437 | $120.9B | 7.63% | |
| 5 | FISVFISERV INC | 962,166 | $102.8B | 6.49% | |
| 6 | TECK/BTECK RESOURCES LTD | 4,294,827 | $99.0B | 6.25% | |
| 7 | MTCHMATCH GROUP INC NEW | 602,088 | $97.1B | 6.13% | |
| 8 | CFCF INDS HLDGS INC | 1,681,316 | $86.5B | 5.46% | |
| 9 | LADLITHIA MTRS INC | 245,174 | $84.3B | 5.32% | |
| 10 | TPRTAPESTRY INC | 1,910,087 | $83.1B | 5.24% | |
| 11 | ROKUROKU INC | 146,392 | $67.2B | 4.24% | |
| 12 | CCKCROWN HLDGS INC | 623,864 | $63.8B | 4.03% | |
| 13 | GMGENERAL MTRS CO | 1,021,663 | $60.5B | 3.82% | |
| 14 | NUANEURNUANCE COMMUNICATIONS INC | 1,000,000 | $54.4B | 3.44% | |
| 15 | MSFTMICROSOFT CORP | 112,097 | $30.4B | 1.92% | |
| 16 | SESEA LTD | 102,793 | $28.2B | 1.78% | |
| 17 | TLSTELOS CORP MD | 770,859 | $26.2B | 1.66% | |
| 18 | OUTOUTFRONT MEDIA INC | 1,024,847 | $24.6B | 1.55% | |
| 19 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 411,255 | $21.0B | 1.33% | |
| 20 | AMZNAMAZON COM INC | 5,139 | $17.7B | 1.12% | |
| 21 | VVISA INC | 72,410 | $16.9B | 1.07% | |
| 22 | DDOGDATADOG INC | 151,569 | $15.8B | 1.00% | |
| 23 | SAMBOSTON BEER INC | 13,516 | $13.8B | 0.87% | |
| 24 | PATHUIPATH INC | 165,640 | $11.3B | 0.71% | |
| 25 | FIVNFIVE9 INC | 51,567 | $9.5B | 0.60% | |
| 26 | QSQUANTUMSCAPE CORP | 315,138 | $9.2B | 0.58% | |
| 27 | APPAPPLOVIN CORP | 101,425 | $7.6B | 0.48% | |
| 28 | 0C3ENDEAVOR GROUP HLDGS INC | 222,117 | $6.2B | 0.39% | |
| 29 | RMNIRIMINI STR INC DEL | 919,464 | $5.7B | 0.36% |