Holders — by stockHoldings — by fund
Anomaly Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001817534
$2.62B
disclosed book value
24
positions
13.1%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1.4M | $342.8M | 13.1% |
| 2 | GOOGLALPHABET INC | 899,813 | $321.6M | 12.3% |
| 3 | DHRDANAHER CORP DEL | 1.4M | $260.1M | 9.9% |
| 4 | VVISA INC | 717,707 | $246.2M | 9.4% |
| 5 | GILGILDAN ACTIVEWEAR INC | 3.8M | $193.5M | 7.4% |
| 6 | ANETARISTA NETWORKS INC | 1.1M | $185.3M | 7.1% |
| 7 | MTZMASTEC INC | 306,921 | $127.7M | 4.9% |
| 8 | WWAYFAIR INC | 1.4M | $127.5M | 4.9% |
| 9 | PLDPROLOGIS INC. | 939,381 | $127.3M | 4.9% |
| 10 | CTVACORTEVA INC | 1.2M | $101.8M | 3.9% |
| 11 | AZOAUTOZONE INC | 30,816 | $98.5M | 3.8% |
| 12 | MTDMETTLER TOLEDO INTERNATIONAL | 57,669 | $73.7M | 2.8% |
| 13 | AMER SPORTS INC | 2.0M | $69.0M | 2.6% |
| 14 | WMTWALMART INC | 449,044 | $50.9M | 1.9% |
| 15 | QQNITY ELECTRONICS INC | 269,475 | $44.0M | 1.7% |
| 16 | BIRKENSTOCK HOLDING PLC | 936,368 | $40.3M | 1.5% |
| 17 | GKOSGLAUKOS CORP | 275,995 | $38.6M | 1.5% |
| 18 | GEVGE VERNOVA INC | 32,519 | $38.2M | 1.5% |
| 19 | SXTSENSIENT TECHNOLOGIES CORP | 284,910 | $35.1M | 1.3% |
| 20 | TXG10X GENOMICS INC | 867,794 | $33.3M | 1.3% |
| 21 | LINDE PLC | 50,276 | $26.1M | 1% |
| 22 | VGVENTURE GLOBAL INC | 1.4M | $15.0M | 0.6% |
| 23 | RRXREGAL REXNORD CORPORATION | 47,905 | $11.4M | 0.4% |
| 24 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 144,892 | $11.3M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.