13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 35 holding rows worth $3,400,920,012.
- Accession
- 0001172661-25-004940
- Filer
- CIK 1817534
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 35 entries on the cover page, a total value of $3,400,920,012 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,400,920,012 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 |
|---|---|---|---|---|---|---|
| Prologis,Inc. | 74340W103 | COM | 2,656,618 | $304,235,893 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 471,435 | $244,179,758 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,072,426 | $235,472,577 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 844,766 | $214,992,947 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 246,753 | $168,510,091 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 2,883,651 | $166,675,028 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 2,421,808 | $163,786,875 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 2,469,541 | $132,935,392 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 2,307,739 | $119,240,874 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 2,913,631 | $114,942,743 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 1,036,126 | $112,730,509 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 148,589 | $109,120,790 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 1,114,792 | $107,577,428 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 2,430,032 | $102,911,855 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 658,313 | $101,841,021 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 913,359 | $94,130,779 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 149,400 | $91,866,060 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 625,478 | $83,920,383 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 465,240 | $82,640,581 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 251,743 | $76,502,180 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 690,782 | $71,254,163 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 298,638 | $60,808,670 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 328,793 | $58,765,173 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 314,072 | $56,134,089 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 2,026,235 | $52,195,814 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 182,217 | $44,296,953 | dollars as filed | |
| WERIDE INC | 950915108 | SPONSORED ADS | 3,626,712 | $35,904,449 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 355,015 | $34,780,820 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 71,643 | $34,614,315 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 240,463 | $34,492,013 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 149,387 | $23,857,104 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 614,033 | $22,504,309 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 902,747 | $18,497,286 | dollars as filed | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 237,003 | $14,551,984 | dollars as filed | |
| RH | 74967X103 | COM | 49,464 | $10,049,106 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-004940 | this filing | 2025-11-14 | acceptance time not in the bulk data set |