13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-14, with 29 holding rows worth $2,628,021,136.
- Accession
- 0001172661-24-003363
- Filer
- CIK 1817534
- Filed
- 2024-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 29 entries on the cover page, a total value of $2,628,021,136 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,628,021,136 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 |
|---|---|---|---|---|---|---|
| SKECHERS U S A INC | 830566105 | CL A | 2,883,838 | $199,330,883 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,030,907 | $199,222,778 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 3,496,069 | $188,577,962 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 983,948 | $179,226,128 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 3,608,523 | $176,601,116 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 730,175 | $175,242,000 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 1,020,441 | $141,239,239 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 3,106,589 | $120,535,653 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 2,919,202 | $113,994,838 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,451,216 | $106,794,985 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,382,065 | $93,579,621 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 3,419,833 | $89,428,633 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 291,848 | $87,507,704 | dollars as filed | |
| RH | 74967X103 | COM | 349,227 | $85,365,048 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 21,137 | $83,734,226 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 590,193 | $76,542,130 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 602,884 | $67,709,902 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 691,451 | $61,940,181 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 218,894 | $56,277,647 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 238,409 | $53,751,693 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 517,322 | $51,582,177 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,079,516 | $51,104,287 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 179,742 | $49,145,058 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 119,440 | $30,438,090 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 792,783 | $29,317,115 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 199,580 | $27,524,078 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 456,806 | $20,213,666 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 150,000 | $7,458,000 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 51,808 | $4,636,298 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-24-003363 | this filing | 2024-08-14 | acceptance time not in the bulk data set |