Anomaly Capital Management, LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$822.7B
Holdings
36
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTCHMATCH GROUP INC NEW | 396,485 | $59.9B | 7.29% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 1,376,081 | $56.2B | 6.83% | |
| 3 | PANWPALO ALTO NETWORKS INC | 146,401 | $52.0B | 6.32% | |
| 4 | SESEA LTD | 260,535 | $51.9B | 6.30% | |
| 5 | NUANEURNUANCE COMMUNICATIONS INC | 1,078,200 | $47.5B | 5.78% | |
| 6 | TECK/BTECK RESOURCES LTD | 2,433,969 | $44.2B | 5.37% | |
| 7 | UBERUBER TECHNOLOGIES INC | 760,310 | $38.8B | 4.71% | |
| 8 | CCKCROWN HLDGS INC | 363,206 | $36.4B | 4.42% | |
| 9 | SAIASAIA INC | 168,970 | $30.6B | 3.71% | |
| 10 | CHTRCHARTER COMMUNICATIONS INC N | 44,428 | $29.4B | 3.57% | |
| 11 | PPGPPG INDS INC | 183,494 | $26.5B | 3.22% | |
| 12 | HESHESS CORP | 500,174 | $26.4B | 3.21% | |
| 13 | AVLRUSDAVALARA INC | 154,910 | $25.5B | 3.10% | |
| 14 | CFCF INDS HLDGS INC | 603,270 | $23.4B | 2.84% | |
| 15 | DDDUPONT DE NEMOURS INC | 319,630 | $22.7B | 2.76% | |
| 16 | 9990302DAPACHE CORP | 1,598,691 | $22.7B | 2.76% | |
| 17 | LADLITHIA MTRS INC | 76,075 | $22.3B | 2.71% | |
| 18 | NVRNVR INC | 5,450 | $22.2B | 2.70% | |
| 19 | BZUNBAOZUN INC | 595,770 | $20.5B | 2.49% | |
| 20 | SHAKSHAKE SHACK INC | 193,790 | $16.4B | 2.00% | |
| 21 | BKNGBOOKING HOLDINGS INC | 6,740 | $15.0B | 1.82% | |
| 22 | LAMRLAMAR ADVERTISING CO NEW | 171,550 | $14.3B | 1.74% | |
| 23 | ROKUROKU INC | 41,830 | $13.9B | 1.69% | |
| 24 | LEALEAR CORP | 81,017 | $12.9B | 1.57% | |
| 25 | OXYOCCIDENTAL PETE CORP | 694,386 | $12.0B | 1.46% | |
| 26 | WENWENDYS CO | 520,780 | $11.4B | 1.39% | |
| 27 | CRWDCROWDSTRIKE HLDGS INC | 47,581 | $10.1B | 1.23% | |
| 28 | MSFTMICROSOFT CORP | 44,970 | $10.0B | 1.22% | |
| 29 | XPEVXPENG INC | 226,530 | $9.7B | 1.18% | |
| 30 | ALKALASKA AIR GROUP INC | 138,259 | $7.2B | 0.87% | |
| 31 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 134,960 | $7.2B | 0.87% | |
| 32 | CYBRCYBERARK SOFTWARE LTD | 42,150 | $6.8B | 0.83% | |
| 33 | WEXWEX INC | 31,841 | $6.5B | 0.79% | |
| 34 | MAMASTERCARD INCORPORATED | 15,720 | $5.6B | 0.68% | |
| 35 | GRAFUSDVELODYNE LIDAR INC | 170,947 | $3.9B | 0.47% | |
| 36 | FUBOFUBOTV INC | 30,580 | $856.0M | 0.10% |