Anomaly Capital Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $343.17M | 12.3% |
| Corteva, Inc. | $196.95M | 7.1% |
| GILDAN ACTIVEWEAR INC | $193.33M | 6.9% |
| Burlington Stores, Inc. | $189.72M | 6.8% |
| GE HealthCare Technologies Inc. | $144.45M | 5.2% |
| MICROSOFT CORP | $143.73M | 5.2% |
| Palo Alto Networks Inc | $127.29M | 4.6% |
| United Airlines Holdings Inc | $114.49M | 4.1% |
| Prologis Inc | $111.52M | 4.0% |
| Alphabet Inc. | $111.37M | 4.0% |
| Sea Ltd | $105.93M | 3.8% |
| TechnipFMC plc | $94.82M | 3.4% |
| DANAHER CORP /DE | $79.63M | 2.9% |
| MCDONALD'S CORP | $76.89M | 2.8% |
| Mettler-Toledo International Inc | $73.74M | 2.6% |
| Sprouts Farmers Market, Inc. | $69.52M | 2.5% |
| Lululemon Athletica Inc | $59.88M | 2.2% |
| INTUIT INC. | $56.68M | 2.0% |
| Unity Software Inc. | $51.37M | 1.8% |
| SPOTIFY TECHNOLOGY S A | $51.10M | 1.8% |
| SHARKNINJA INC | $47.53M | 1.7% |
| TEXTRON INC | $43.99M | 1.6% |
| GE Vernova Inc. | $41.00M | 1.5% |
| Core & Main, Inc. | $36.12M | 1.3% |
| Walmart Inc. | $35.59M | 1.3% |
| REGAL REXNORD CORP | $34.89M | 1.3% |
| Snowflake Inc. | $29.11M | 1.0% |
| Woodward Inc | $28.50M | 1.0% |
| Saia Inc | $28.13M | 1.0% |
| RH | $25.85M | 0.9% |
| Atlassian Corporation | $22.58M | 0.8% |
| Chipotle Mexican Grill Inc | $14.16M | 0.5% |