13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 28 holding rows worth $2,149,527,638.
- Accession
- 0001172661-25-001972
- Filer
- CIK 1817534
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 28 entries on the cover page, a total value of $2,149,527,638 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,149,527,638 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 |
|---|---|---|---|---|---|---|
| CORE & MAIN INC CL A | 21874C102 | Stock | 5,242,353 | $253,258,073 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 1,901,296 | $212,545,880 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,108,417 | $210,887,418 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 3,173,535 | $199,710,558 | dollars as filed | |
| RH | 74967X103 | COM | 657,422 | $154,106,291 | dollars as filed | |
| SKECHERS U S A INC | 830566105 | CL A | 2,458,469 | $139,591,870 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 563,797 | $134,369,739 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 3,394,934 | $107,585,458 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 736,073 | $93,576,960 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 2,833,144 | $85,900,926 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 1,396,008 | $81,108,065 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 2,262,041 | $70,123,271 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 357,124 | $60,939,639 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,854,652 | $49,574,848 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 551,351 | $48,403,104 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 188,839 | $41,837,280 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 918,879 | $30,515,972 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 188,782 | $28,815,684 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 963,340 | $28,139,161 | dollars as filed | |
| American Express Company | 025816109 | COM | 79,827 | $21,477,454 | dollars as filed | |
| ATKORE INC | 047649108 | COMMON STOCK | 334,673 | $20,077,033 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 64,510 | $19,693,613 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 447,552 | $19,656,484 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 140,380 | $13,927,100 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 137,128 | $9,114,898 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 151,621 | $6,026,935 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 24,017 | $4,389,587 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 15,754 | $4,174,337 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001972 | this filing | 2025-05-15 | acceptance time not in the bulk data set |