Anomaly Capital Management, LP
CIK Number: 0001817534
2.15B
Market Value
36
# of Holdings
3 months
Avg. Holding Period
46.15%
Win Rate
20.77%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BURL | Burlington Stor... | 235.41 | +2.88% | 961.28K | +21.86% | 274.02M | 228.66 | 8.10% |
| 2 | FTI | TechnipFMC plc | 34.62 | +0.28% | 7.27M | +46.50% | 210.29M | 26.86 | 6.22% |
| 3 | CTVA | Corteva, Inc. | 74.07 | +2.26% | 3.56M | -17.27% | 203M | 54.15 | 6.00% |
| 4 | SKX | Skechers U.S.A.... | 62.54 | +0.11% | 2.99M | +51.17% | 200.98M | 55.63 | 5.94% |
| 5 | CNM | Core & Main, In... | 55.78 | -0.6% | 3.9M | -24.44% | 198.67M | 51.76 | 5.87% |
| 6 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 894.73K | -11.62% | 196.29M | 129.86 | 5.80% |
| 7 | RH | RH | 189.75 | +0.33% | 481.11K | +9.56% | 189.36M | 272.7 | 5.60% |
| 8 | BBWI | Bath & Body Wor... | 25.80 | +2.36% | 4.86M | +38.32% | 188.46M | 37.73 | 5.57% |
| 9 | PLNT | Planet Fitness,... | 105.02 | +2.34% | 1.77M | +20.30% | 175.26M | 76.77 | 5.18% |
| 10 | SIG | Signet Jewelers... | 82.66 | +8.07% | 1.76M | +862.53% | 142.25M | 80.29 | 4.20% |
| 11 | TREX | Trex Company, I... | 55.47 | +0.22% | 1.51M | +228.23% | 104.43M | 68.28 | 3.09% |
| 12 | PLD | Prologis, Inc. | 106.75 | -0.49% | 926.88K | -1.93% | 97.97M | 117.14 | 2.90% |
| 13 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 516.84K | +34.47% | 97.84M | 143.87 | 2.89% |
| 14 | FSLR | First Solar, In... | 175.19 | -0.01% | 545.91K | +11.46% | 96.21M | 230.24 | 2.84% |
| 15 | CYBR | CyberArk Softwa... | 389.56 | +0.74% | 271.45K | -9.92% | 90.43M | 278.52 | 2.67% |
| 16 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 260.56K | -47.41% | 89.15M | 280.47 | 2.64% |
| 17 | MCD | McDonald's Corp... | 295.94 | -1.98% | 304.63K | +3.34% | 88.31M | 282.66 | 2.61% |
| 18 | FDX | FedEx Corporati... | 226.24 | +0.83% | 294.79K | +62.68% | 82.93M | 284.15 | 2.45% |
| 19 | XPO | XPO Logistics, ... | 122.35 | +1.58% | 546.66K | -24.14% | 71.69M | 107.51 | 2.12% |
| 20 | BLDR | Builders FirstS... | 111.64 | +0.31% | 498.79K | -24.87% | 71.29M | 93.19 | 2.11% |
| 21 | APP | AppLovin Corpor... | 370.93 | +1.77% | 199.16K | +100.00% | 64.5M | 323.83 | 1.91% |
| 22 | UAL | United Airlines... | 78.47 | +6.05% | 625.12K | +63.61% | 60.7M | 72.63 | 1.79% |
| 23 | ADBE | Adobe Inc. | 401.12 | +2.41% | 118.99K | +210.44% | 52.91M | 468.23 | 1.56% |
| 24 | DKNG | DraftKings Inc. | 37.84 | +3.66% | 1.28M | +100.00% | 47.73M | 37.2 | 1.41% |
| 25 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 44.39K | +100.00% | 47.06M | 1060.12 | 1.39% |
| 26 | ATI | ATI Inc. | 85.15 | +0.21% | 635.88K | +100.00% | 35M | 55.04 | 1.03% |
| 27 | AS | Amer Sports, In... | 37.12 | +2.41% | 1.16M | +100.00% | 32.4M | 27.96 | 0.96% |
| 28 | AN | AutoNation, Inc... | 192.59 | +1.57% | 182.68K | +100.00% | 31.03M | 169.84 | 0.92% |
| 29 | AAL | American Airlin... | 10.89 | +5.02% | 1.41M | -19.87% | 24.49M | 11.24 | 0.72% |
| 30 | LGIH | LGI Homes, Inc. | 50.52 | +1.65% | 272.61K | -18.71% | 24.37M | 113.93 | 0.72% |
| 31 | SNOW | Snowflake Inc. | 209.04 | +0.41% | 144.33K | +100.00% | 22.29M | 154.41 | 0.66% |
| 32 | PCTY | Paylocity Holdi... | 179.06 | +1.27% | 95.78K | +100.00% | 19.11M | 199.47 | 0.56% |
| 33 | PINS | Pinterest, Inc. | 35.19 | +3.99% | 546.59K | +100.00% | 15.85M | 29 | 0.47% |
| 34 | FLR | Fluor Corporati... | 50.85 | +5.33% | 263.48K | +100.00% | 12.99M | 49.32 | 0.38% |
| 35 | ONON | On Holding AG | 53.02 | +1.44% | 219.17K | -89.89% | 12M | 27.38 | 0.35% |
| 36 | LAD | Lithia Motors, ... | 332.15 | +2.54% | 33.14K | +100.00% | 11.85M | 357.43 | 0.35% |