Anomaly Capital Management, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.8B

Holdings

28

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (28 positions)

#StockSharesValue% PortfolioType
1
CTVACORTEVA INC
4,307,998$253.3T9028242.20%
2
CNMCORE & MAIN INC
5,164,617$229.3T8174201.51%
3
BURLBURLINGTON STORES INC
788,850$207.8T7409114.96%
4
AMZNAMAZON COM INC
1,012,327$188.6T6724002.30%
5
RHRH
439,125$146.9T5235011.52%
6
CRWDCROWDSTRIKE HLDGS INC
495,454$139.0T4953520.92%
7
SKAASKECHERS U S A INC
1,977,200$132.3T4716618.86%
8
FTITECHNIPFMC PLC
4,960,238$130.1T4637939.25%
9
BLDRBUILDERS FIRSTSOURCE INC
663,899$128.7T4587905.58%
10
FSLRFIRST SOLAR INC
489,775$122.2T4354987.97%
11
PLNTPLANET FITNESS INC
1,473,445$119.7T4266003.07%
12
PLDPROLOGIS INC.
945,113$119.3T4254441.54%
13
BBWIBATH & BODY WORKS INC
3,514,124$112.2T3998565.49%
14
ONONON HLDG AG
2,166,931$108.7T3873827.43%
15
MCDMCDONALDS CORP
294,779$89.8T3199796.42%
16
CYBRCYBERARK SOFTWARE LTD
301,355$87.9T3132600.88%
17
XPOXPO INC
720,629$77.5T2761753.08%
18
GOOGLALPHABET INC
384,347$63.7T2272287.19%
19
ELFE L F BEAUTY INC
552,458$60.2T2147185.32%
20
FDXFEDEX CORP
181,205$49.6T1767817.72%
21
DDOGDATADOG INC
391,222$45.0T1604618.83%
22
SAIASAIA INC
98,050$42.9T1528310.50%
23
LGIHLGI HOMES INC
335,368$39.7T1416894.48%
24
TREXTREX CO INC
460,895$30.7T1093880.89%
25
UALUNITED AIRLS HLDGS INC
382,070$21.8T777139.44%
26
ADBEADOBE INC
38,330$19.8T707470.49%
27
AALAMERICAN AIRLS GROUP INC
1,753,610$19.7T702624.95%
28
SIGSIGNET JEWELERS LIMITED
183,113$18.9T673241.00%