Anomaly Capital Management, LP

New York, NY · CIK 1817534 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

Assets managed$5.9bn
Staff45 · 20 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $5.9bn gross assets
Websiteanomalycapital.com
Form ADV · 2026-03-31SEC adviser record

Legal entityANOMALY CAPITAL MANAGEMENT, LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20252
Median salary offered$200,000
Middle half$187,500 – $212,500
Job titles2

Job title	Filings	Median	Range
AnalystNew York, NY	1	$225,000
Alternative Data AnalystNew York, NY	1	$175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Anomaly Capital Management, LP.

$2.6bn reported value +58.6% vs Q1 2026

24positions

77.7%in top 10

9 new 12 added 3 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	1,438,292	$342.8m13.09%	13.09%	Added +74.4k	+74,393 5.5%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	899,813	$321.6m12.28%	12.28%	Added +642.2k	+642,210 249.3%
3	DANAHER CORPORATION COM DHR	DHR	1,365,320	$260.1m9.93%	9.93%	Added +602.6k	+602,649 79.0%
4	VISA INC COM CL A V	V	717,707	$246.2m9.40%	9.40%	Added +472.5k	+472,511 192.7%
5	GILDAN ACTIVEWEAR INC COM GIL	GIL	3,750,033	$193.5m7.39%	7.39%	Added +145.6k	+145,620 4.0%
6	ARISTA NETWORKS INC COM SHS ANET	ANET	1,090,980	$185.3m7.08%	7.08%	Added +515.9k	+515,892 89.7%
7	MASTEC INC COM MTZ	MTZ	306,921	$127.7m4.88%	4.88%	Added +82.4k	+82,423 36.7%
8	WAYFAIR INC CL A W	W	1,379,204	$127.5m4.87%	4.87%	Added +912.0k	+911,962 195.2%
9	PROLOGIS INC. COM PLD	PLD	939,381	$127.3m4.86%	4.86%	Added +535.9k	+535,872 132.8%
10	CORTEVA INC COM CTVA	CTVA	1,201,753	$101.8m3.89%	3.89%	Added +145.4k	+145,354 13.8%
11	AUTOZONE INC COM AZO	AZO	30,816	$98.5m3.76%	3.76%	New
12	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	57,669	$73.7m2.81%	2.81%	New
13	AMER SPORTS INC COM SHS AS	AS	2,039,960	$69.0m2.64%	2.64%	Added +761.5k	+761,536 59.6%
14	WALMART INC COM WMT	WMT	449,044	$50.9m1.94%	1.94%	New
15	QNITY ELECTRONICS INC COMMON STOCK Q	Q	269,475	$44.0m1.68%	1.68%	Reduced -371.8k	-371,842 -58.0%
16	BIRKENSTOCK HOLDING PLC COM SHS BIRK	BIRK	936,368	$40.3m1.54%	1.54%	Reduced -478.9k	-478,867 -33.8%
17	GLAUKOS CORP COM GKOS	GKOS	275,995	$38.6m1.47%	1.47%	New
18	GE VERNOVA INC COM GEV	GEV	32,519	$38.2m1.46%	1.46%	New
19	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	284,910	$35.1m1.34%	1.34%	New
20	10X GENOMICS INC CL A COM TXG	TXG	867,794	$33.3m1.27%	1.27%	New
21	LINDE PLC SHS LIN	LIN	50,276	$26.1m1.00%	1.00%	Reduced -51.9k	-51,854 -50.8%
22	VENTURE GLOBAL INC COM CL A VG	VG	1,351,078	$15.0m0.57%	0.57%	Added +50.3k	+50,344 3.9%
23	REGAL REXNORD CORPORATION COM RRX	RRX	47,905	$11.4m0.44%	0.44%	New
24	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	144,892	$11.3m0.43%	0.43%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SHAKE SHACK INC SHAK	SHAK	1,021,608	$90.4m1.0m shares
PALO ALTO NETWORKS INC PANW	PANW	530,389	$85.0m530.4k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	863,449	$61.5m863.4k shares
C H ROBINSON WORLDWIDE INC CHRW	CHRW	219,645	$36.5m219.6k shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	1,008,942	$32.3m1.0m shares
ATI INC ATI	ATI	74,830	$10.9m74.8k shares