Filed: 8/14/2026ACC: 0001172661-26-003498
📋 What this filing means
ANOMALY CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $2.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$2.62B
Total AUM (reported)
19.93M
Total Shares
Allocation by class
COM$1.50B57.3%
CAP STK CL A$321.57M12.3%
COM SHS$294.66M11.3%
COM CL A$261.28M10.0%
CL A$138.75M5.3%
COMMON STOCK$44.01M1.7%
CL A COM$33.27M1.3%
Portfolio Concentration
Top 3$924.43M35.3%
4–10$1.11B42.4%
11–25$585.35M22.3%
Top 3 weight
35.3%
Top 10 weight
77.7%
Voting Authority Distribution
Total shares with voting rights: 19.93M
Sole
Full voting authority
19.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
AMAZON COM INC
SOLEShares1.44M
TypeSH
Market value$342.80M
13.09%
Sole
1.44M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares899.81K
TypeSH
Market value$321.57M
12.28%
Sole
899.81K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.37M
TypeSH
Market value$260.07M
9.93%
Sole
1.37M
Shared
0.00
None
0.00
VISA INC
SOLEShares717.71K
TypeSH
Market value$246.24M
9.40%
Sole
717.71K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares3.75M
TypeSH
Market value$193.50M
7.39%
Sole
3.75M
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares1.09M
TypeSH
Market value$185.34M
7.08%
Sole
1.09M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares306.92K
TypeSH
Market value$127.70M
4.88%
Sole
306.92K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares1.38M
TypeSH
Market value$127.47M
4.87%
Sole
1.38M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares939.38K
TypeSH
Market value$127.26M
4.86%
Sole
939.38K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares1.20M
TypeSH
Market value$101.78M
3.89%
Sole
1.20M
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares30.82K
TypeSH
Market value$98.49M
3.76%
Sole
30.82K
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares57.67K
TypeSH
Market value$73.67M
2.81%
Sole
57.67K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares2.04M
TypeSH
Market value$69.03M
2.64%
Sole
2.04M
Shared
0.00
None
0.00
WALMART INC
SOLEShares449.04K
TypeSH
Market value$50.86M
1.94%
Sole
449.04K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares269.48K
TypeSH
Market value$44.01M
1.68%
Sole
269.48K
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares936.37K
TypeSH
Market value$40.29M
1.54%
Sole
936.37K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares276K
TypeSH
Market value$38.57M
1.47%
Sole
276K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares32.52K
TypeSH
Market value$38.21M
1.46%
Sole
32.52K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares284.91K
TypeSH
Market value$35.13M
1.34%
Sole
284.91K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares867.79K
TypeSH
Market value$33.27M
1.27%
Sole
867.79K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares50.28K
TypeSH
Market value$26.09M
1.00%
Sole
50.28K
Shared
0.00
None
0.00
VENTURE GLOBAL INC
SOLEShares1.35M
TypeSH
Market value$15.04M
0.57%
Sole
1.35M
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares47.91K
TypeSH
Market value$11.41M
0.44%
Sole
47.91K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares144.89K
TypeSH
Market value$11.28M
0.43%
Sole
144.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.44M | SH | $342.80M 13.09% | 1.44M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 899.81K | SH | $321.57M 12.28% | 899.81K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.37M | SH | $260.07M 9.93% | 1.37M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 717.71K | SH | $246.24M 9.40% | 717.71K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 3.75M | SH | $193.50M 7.39% | 3.75M | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 1.09M | SH | $185.34M 7.08% | 1.09M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 306.92K | SH | $127.70M 4.88% | 306.92K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 1.38M | SH | $127.47M 4.87% | 1.38M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 939.38K | SH | $127.26M 4.86% | 939.38K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 1.20M | SH | $101.78M 3.89% | 1.20M | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 30.82K | SH | $98.49M 3.76% | 30.82K | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 57.67K | SH | $73.67M 2.81% | 57.67K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 2.04M | SH | $69.03M 2.64% | 2.04M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 449.04K | SH | $50.86M 1.94% | 449.04K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 269.48K | SH | $44.01M 1.68% | 269.48K | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 936.37K | SH | $40.29M 1.54% | 936.37K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 276K | SH | $38.57M 1.47% | 276K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 32.52K | SH | $38.21M 1.46% | 32.52K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 284.91K | SH | $35.13M 1.34% | 284.91K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 867.79K | SH | $33.27M 1.27% | 867.79K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 50.28K | SH | $26.09M 1.00% | 50.28K | 0.00 | 0.00 |
VENTURE GLOBAL INCSOLE | COM CL A | 1.35M | SH | $15.04M 0.57% | 1.35M | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 47.91K | SH | $11.41M 0.44% | 47.91K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 144.89K | SH | $11.28M 0.43% | 144.89K | 0.00 | 0.00 |