13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 26 holding rows worth $1,982,558,000.
- Accession
- 0001172661-22-001871
- Filer
- CIK 1817534
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 26 entries on the cover page, a total value of $1,982,558,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,982,558,000 with VALUE read as thousands by filing date, 13F file number 028-20983. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LAMB WESTON HLDGS INC | 513272104 | COM | 3,171,792 | $226,656,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 383,464 | $189,408,000 | thousands by filing date | |
| OVINTIV INC | 69047Q102 | COM | 3,365,931 | $148,740,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 552,834 | $141,984,000 | thousands by filing date | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 1,651,560 | $135,048,000 | thousands by filing date | |
| XPO INC COM | 983793100 | Stock | 2,735,377 | $131,736,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 2,000,000 | $117,760,000 | thousands by filing date | call |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,098,662 | $104,186,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 886,039 | $93,867,000 | thousands by filing date | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 5,691,710 | $89,701,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 572,392 | $89,041,000 | thousands by filing date | |
| FORTINET INC COM | 34959E109 | Stock | 1,334,960 | $75,532,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 720,557 | $68,626,000 | thousands by filing date | |
| SAIA INC | 78709Y105 | COM | 328,090 | $61,681,000 | thousands by filing date | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 923,433 | $49,588,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 748,187 | $44,053,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 397,000 | $43,924,000 | thousands by filing date | |
| OUTFRONT MEDIA INC | 69007J106 | COM | 2,267,388 | $38,432,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 180,620 | $35,562,000 | thousands by filing date | |
| HELMERICH & PAYNE INC | 423452101 | COM | 478,943 | $20,623,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 240,070 | $16,766,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 415,092 | $16,288,000 | thousands by filing date | |
| INFORMATICA INC | 45674M101 | COM CL A | 625,833 | $12,999,000 | thousands by filing date | |
| R1 RCM INC | 77634L105 | COM | 591,366 | $12,395,000 | thousands by filing date | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 285,837 | $10,902,000 | thousands by filing date | |
| ALTERYX, INC (CLASS A) | 02156B103 | COM CL A | 145,810 | $7,060,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-22-001871 | this filing | 2022-08-15 | acceptance time not in the bulk data set |