Anomaly Capital Management, LP Purchases and Sells in Q2 2025

Anomaly Capital Management, LP

$2.94 Billion
Q2 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DKNG	1.28M + 138.96%	$31.67 - $42.89 $40.4M - $54.8M	2.2M $94.2M
BURL	253K + 44.96%	$215.78 - $270.12 $54.7M - $68.5M	817K $190M
GEO	2.4M + 249.38%	$23.11 - $31.67 $55.5M - $76.1M	3.37M $80.6M
SFM	293K + 155.19%	$144.63 - $179.53 $42.4M - $52.6M	482K $79.3M
DDOG	247K + 175.97%	$87.0 - $134.33 $21.5M - $33.2M	387K $52M
PLD	395K + 20.76%	$89.76 - $112.34 $35.4M - $44.3M	2.3M $241M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	471K New	$354.56 - $497.45 $167M - $234M	471K $234M
INTU	175K New	$544.07 - $787.63 $95.2M - $138M	175K $138M
GOOGL	698K New	$144.7 - $178.6 $101M - $125M	698K $123M
FIVE	864K New	$55.75 - $131.18 $48.2M - $113M	864K $113M
GIL	1.97M New	$37.68 - $50.22 $74.3M - $99.1M	1.97M $97.1M
UAL	1.22M New	$56.15 - $84.23 $68.4M - $103M	1.22M $97M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	-481K - 73.22%	$145.66 - $249.35 $70.1M - $120M	176K $33.3M
SKX	-1.22M - 49.74%	$45.48 - $63.1 $55.6M - $77.2M	1.24M $78M
AMZN	-392K - 35.41%	$167.32 - $223.3 $65.7M - $87.6M	716K $157M
BBWI	-1.43M - 50.51%	$25.21 - $34.03 $36.1M - $48.7M	1.4M $42M
CNM	-1.52M - 29.0%	$44.53 - $60.36 $67.7M - $91.8M	3.72M $225M
CTVA	-833K - 26.23%	$55.52 - $74.53 $46.2M - $62M	2.34M $174M

Activity Summary All Purchases 24 New Holdings 15 Increased Positions 9 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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