Anomaly Capital Management, LP - Q42025 Holdings

Anomaly Capital Management, LP holds 32 stocks with a total portfolio value of $ 2.78B as of Q42025. In Q42025, Anomaly Capital Management, LP added 11 new positions, increased stakes in 8 stocks, reduced 13 holdings, and fully exited 14 positions. The largest holding is Amazon Com Inc (AMZN), representing 12.33% of the total portfolio.