Anomaly Capital Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.6T
Holdings
29
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SKAASKECHERS U S A INC | 2,883,838 | $199.3B | 7.58% | |
| 2 | AMZNAMAZON COM INC | 1,030,907 | $199.2B | 7.58% | |
| 3 | CTVACORTEVA INC | 3,496,069 | $188.6B | 7.18% | |
| 4 | GOOGLALPHABET INC | 983,948 | $179.2B | 6.82% | |
| 5 | CNMCORE & MAIN INC | 3,608,523 | $176.6B | 6.72% | |
| 6 | BURLBURLINGTON STORES INC | 730,175 | $175.2B | 6.67% | |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 1,020,441 | $141.2B | 5.37% | |
| 8 | ONONON HLDG AG | 3,106,589 | $120.5B | 4.59% | |
| 9 | BBWIBATH & BODY WORKS INC | 2,919,202 | $114.0B | 4.34% | |
| 10 | PLNTPLANET FITNESS INC | 1,451,216 | $106.8B | 4.06% | |
| 11 | WMTWALMART INC | 1,382,065 | $93.6B | 3.56% | |
| 12 | FTITECHNIPFMC PLC | 3,419,833 | $89.4B | 3.40% | |
| 13 | FDXFEDEX CORP | 291,848 | $87.5B | 3.33% | |
| 14 | RHRH | 349,227 | $85.4B | 3.25% | |
| 15 | BKNGBOOKING HOLDINGS INC | 21,137 | $83.7B | 3.19% | |
| 16 | DDOGDATADOG INC | 590,193 | $76.5B | 2.91% | |
| 17 | PLDPROLOGIS INC. | 602,884 | $67.7B | 2.58% | |
| 18 | SIGSIGNET JEWELERS LIMITED | 691,451 | $61.9B | 2.36% | |
| 19 | CRMSALESFORCE INC | 218,894 | $56.3B | 2.14% | |
| 20 | FSLRFIRST SOLAR INC | 238,409 | $53.8B | 2.05% | |
| 21 | ENPHENPHASE ENERGY INC | 517,322 | $51.6B | 1.96% | |
| 22 | TPDTEMPUR SEALY INTL INC | 1,079,516 | $51.1B | 1.94% | |
| 23 | CYBRCYBERARK SOFTWARE LTD | 179,742 | $49.1B | 1.87% | |
| 24 | MCDMCDONALDS CORP | 119,440 | $30.4B | 1.16% | |
| 25 | EQTEQT CORP | 792,783 | $29.3B | 1.12% | |
| 26 | DELLDELL TECHNOLOGIES INC | 199,580 | $27.5B | 1.05% | |
| 27 | LVSLAS VEGAS SANDS CORP | 456,806 | $20.2B | 0.77% | |
| 28 | GTLBGITLAB INC | 150,000 | $7.5B | 0.28% | |
| 29 | LGIHLGI HOMES INC | 51,808 | $4.6B | 0.18% |