13F-HR filed by Anomaly Capital Management, LP
Anomaly Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 32 holding rows worth $2,783,045,921.
- Accession
- 0001172661-26-001065
- Filer
- CIK 1817534
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 32 entries on the cover page, a total value of $2,783,045,921 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,783,045,921 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 1,486,755 | $343,172,789 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 2,938,301 | $196,954,316 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 3,095,261 | $193,330,002 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 656,820 | $189,722,457 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 1,761,216 | $144,454,936 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 297,190 | $143,727,028 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 691,037 | $127,289,015 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 1,023,889 | $114,491,268 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 873,562 | $111,518,925 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 355,822 | $111,372,286 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 830,376 | $105,931,066 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 2,127,993 | $94,823,368 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 347,841 | $79,627,762 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 251,591 | $76,893,757 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 52,889 | $73,737,315 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 872,608 | $69,520,679 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 288,143 | $59,878,997 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 85,561 | $56,677,318 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 1,163,021 | $51,370,638 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 87,988 | $51,095,511 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 424,755 | $47,530,085 | dollars as filed | |
| TEXTRON INC COM | 883203101 | Stock | 504,681 | $43,993,043 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 62,737 | $41,003,021 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 695,109 | $36,124,815 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 319,422 | $35,586,805 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 248,659 | $34,891,831 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 132,716 | $29,112,582 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 94,279 | $28,502,427 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 86,148 | $28,129,045 | dollars as filed | |
| RH | 74967X103 | COM | 144,295 | $25,850,449 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 139,245 | $22,577,184 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 382,573 | $14,155,201 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001065 | this filing | 2026-02-17 | acceptance time not in the bulk data set |