Anomaly Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.4T
Holdings
36
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BURLBURLINGTON STORES INC | 961,281 | $274.0B | 8.10% | |
| 2 | FTITECHNIPFMC PLC | 7,266,580 | $210.3B | 6.22% | |
| 3 | CTVACORTEVA INC | 3,563,889 | $203.0B | 6.00% | |
| 4 | SKAASKECHERS U S A INC | 2,989,015 | $201.0B | 5.94% | |
| 5 | CNMCORE & MAIN INC | 3,902,422 | $198.7B | 5.87% | |
| 6 | AMZNAMAZON COM INC | 894,728 | $196.3B | 5.80% | |
| 7 | RHRH | 481,111 | $189.4B | 5.60% | |
| 8 | BBWIBATH & BODY WORKS INC | 4,860,876 | $188.5B | 5.57% | |
| 9 | PLNTPLANET FITNESS INC | 1,772,593 | $175.3B | 5.18% | |
| 10 | SIGSIGNET JEWELERS LIMITED | 1,762,523 | $142.3B | 4.20% | |
| 11 | TREXTREX CO INC | 1,512,783 | $104.4B | 3.09% | |
| 12 | PLDPROLOGIS INC. | 926,883 | $98.0B | 2.90% | |
| 13 | GOOGLALPHABET INC | 516,837 | $97.8B | 2.89% | |
| 14 | FSLRFIRST SOLAR INC | 545,908 | $96.2B | 2.84% | |
| 15 | CYBRCYBERARK SOFTWARE LTD | 271,453 | $90.4B | 2.67% | |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 260,562 | $89.2B | 2.64% | |
| 17 | MCDMCDONALDS CORP | 304,631 | $88.3B | 2.61% | |
| 18 | FDXFEDEX CORP | 294,789 | $82.9B | 2.45% | |
| 19 | XPOXPO INC | 546,658 | $71.7B | 2.12% | |
| 20 | BLDRBUILDERS FIRSTSOURCE INC | 498,793 | $71.3B | 2.11% | |
| 21 | APPAPPLOVIN CORP | 199,164 | $64.5B | 1.91% | |
| 22 | UALUNITED AIRLS HLDGS INC | 625,116 | $60.7B | 1.79% | |
| 23 | ADBEADOBE INC | 118,993 | $52.9B | 1.56% | |
| 24 | DKNGDRAFTKINGS INC NEW | 1,282,932 | $47.7B | 1.41% | |
| 25 | NOWSERVICENOW INC | 44,390 | $47.1B | 1.39% | |
| 26 | ATDATI INC | 635,876 | $35.0B | 1.03% | |
| 27 | ASAMER SPORTS INC | 1,158,718 | $32.4B | 0.96% | |
| 28 | ANAUTONATION INC | 182,683 | $31.0B | 0.92% | |
| 29 | AALAMERICAN AIRLS GROUP INC | 1,405,097 | $24.5B | 0.72% | |
| 30 | LGIHLGI HOMES INC | 272,611 | $24.4B | 0.72% | |
| 31 | SNOWSNOWFLAKE INC | 144,327 | $22.3B | 0.66% | |
| 32 | PCTYPAYLOCITY HLDG CORP | 95,780 | $19.1B | 0.56% | |
| 33 | PINSPINTEREST INC | 546,590 | $15.9B | 0.47% | |
| 34 | FLRFLUOR CORP NEW | 263,480 | $13.0B | 0.38% | |
| 35 | ONONON HLDG AG | 219,169 | $12.0B | 0.35% | |
| 36 | LADLITHIA MTRS INC | 33,142 | $11.8B | 0.35% |