13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 32 holding rows worth $2,219,167,347.
- Accession
- 0001172661-23-000900
- Filer
- CIK 1817534
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 32 entries on the cover page, a total value of $2,219,167,347 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,219,167,347 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,574,038 | $219,641,263 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 1,843,202 | $164,708,531 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,423,995 | $118,509,116 | dollars as filed | |
| HESS CORP | 42809H107 | COM | 784,001 | $111,187,022 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 2,863,310 | $108,290,384 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 1,368,256 | $104,370,568 | dollars as filed | |
| XPO INC COM | 983793100 | Stock | 2,911,665 | $96,929,328 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 1,993,958 | $95,849,561 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 5,669,061 | $95,466,987 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 1,509,092 | $95,057,705 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 1,310,751 | $85,041,525 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 1,139,811 | $79,490,419 | dollars as filed | |
| RH | 74967X103 | COM | 287,326 | $76,770,634 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 1,502,414 | $76,187,414 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 284,185 | $68,153,247 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 1,191,084 | $62,424,712 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 911,101 | $53,937,179 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 380,318 | $53,792,178 | dollars as filed | |
| HELMERICH & PAYNE INC | 423452101 | COM | 995,428 | $49,343,366 | dollars as filed | |
| PVH CORPORATION COM | 693656100 | Stock | 673,768 | $47,561,283 | dollars as filed | |
| WEX INC | 96208T104 | COM | 247,600 | $40,519,740 | dollars as filed | |
| ROGERS CORP COM | 775133101 | Stock | 339,039 | $40,460,914 | dollars as filed | |
| ALTERYX, INC (CLASS A) | 02156B103 | COM CL A | 762,418 | $38,631,720 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 182,893 | $38,349,004 | dollars as filed | |
| SKECHERS U S A INC | 830566105 | CL A | 808,215 | $33,904,619 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 1,259,176 | $30,572,793 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 241,222 | $29,272,290 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 548,954 | $27,661,792 | dollars as filed | |
| RXO, Inc. | 74982T103 | Common Stock, $0.01 par value | 1,592,865 | $27,397,278 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 168,799 | $21,884,790 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 44,487 | $17,315,230 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 85,814 | $10,484,755 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-000900 | this filing | 2023-02-14 | acceptance time not in the bulk data set |