Anomaly Capital Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.0T
Holdings
25
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 3,171,792 | $226.7B | 11.43% | |
| 2 | PANWPALO ALTO NETWORKS INC | 383,464 | $189.4B | 9.55% | |
| 3 | OXYOCCIDENTAL PETE CORP | 2,748,187 | $161.8B | 8.16% | Call |
| 4 | OVVOVINTIV INC | 3,365,931 | $148.7B | 7.50% | |
| 5 | MSFTMICROSOFT CORP | 552,834 | $142.0B | 7.16% | |
| 6 | SONYSONY GROUP CORPORATION | 1,651,560 | $135.0B | 6.81% | |
| 7 | XPOXPO LOGISTICS INC | 2,735,377 | $131.7B | 6.64% | |
| 8 | EXPEEXPEDIA GROUP INC | 1,098,662 | $104.2B | 5.26% | |
| 9 | HESHESS CORP | 886,039 | $93.9B | 4.73% | |
| 10 | PTENPATTERSON-UTI ENERGY INC | 5,691,710 | $89.7B | 4.52% | |
| 11 | WEXWEX INC | 572,392 | $89.0B | 4.49% | |
| 12 | FTNTFORTINET INC | 1,334,960 | $75.5B | 3.81% | |
| 13 | DDOGDATADOG INC | 720,557 | $68.6B | 3.46% | |
| 14 | SAIASAIA INC | 328,090 | $61.7B | 3.11% | |
| 15 | BLDRBUILDERS FIRSTSOURCE INC | 923,433 | $49.6B | 2.50% | |
| 16 | GPNGLOBAL PMTS INC | 397,000 | $43.9B | 2.22% | |
| 17 | OUTOUTFRONT MEDIA INC | 2,267,388 | $38.4B | 1.94% | |
| 18 | VVISA INC | 180,620 | $35.6B | 1.79% | |
| 19 | HPHELMERICH & PAYNE INC | 478,943 | $20.6B | 1.04% | |
| 20 | CP.TOCANADIAN PAC RY LTD | 240,070 | $16.8B | 0.85% | |
| 21 | CMCSACOMCAST CORP NEW | 415,092 | $16.3B | 0.82% | |
| 22 | INFA1EURINFORMATICA INC | 625,833 | $13.0B | 0.66% | |
| 23 | RCM1USDR1 RCM INC | 591,366 | $12.4B | 0.63% | |
| 24 | KHCKRAFT HEINZ CO | 285,837 | $10.9B | 0.55% | |
| 25 | AYXEURALTERYX INC | 145,810 | $7.1B | 0.36% |