0001172661-21-001750.txt : 20210816 0001172661-21-001750.hdr.sgml : 20210816 20210816124642 ACCESSION NUMBER: 0001172661-21-001750 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Anomaly Capital Management, LP CENTRAL INDEX KEY: 0001817534 IRS NUMBER: 843427295 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20983 FILM NUMBER: 211176113 BUSINESS ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.390.9790 MAIL ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Anomaly Capital Management LP DATE OF NAME CHANGE: 20200709 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001817534 XXXXXXXX 06-30-2021 06-30-2021 false Anomaly Capital Management, LP

510 Madison Avenue 25th Floor New York NY 10022

13F HOLDINGS REPORT 028-20983 N Michael Klarman 212-390-9790 /s/ Michael Klarman New York NY 08-16-2021 0 29 1583872 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 17679 5139 SH SOLE 5139 0 0 APPLOVIN CORP COM CL A 03831W108 7624 101425 SH SOLE 101425 0 0 BOSTON BEER INC CL A 100557107 13797 13516 SH SOLE 13516 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 132380 3103152 SH SOLE 3103152 0 0 CF INDS HLDGS INC COM 125269100 86504 1681316 SH SOLE 1681316 0 0 CROWN HLDGS INC COM 228368106 63765 623864 SH SOLE 623864 0 0 DATADOG INC CL A COM 23804L103 15775 151569 SH SOLE 151569 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 6155 222117 SH SOLE 222117 0 0 EXPEDIA GROUP INC COM NEW 30212P303 144100 880216 SH SOLE 880216 0 0 FISERV INC COM 337738108 102846 962166 SH SOLE 962166 0 0 FIVE9 INC COM 338307101 9457 51567 SH SOLE 51567 0 0 GENERAL MTRS CO COM 37045V100 60452 1021663 SH SOLE 1021663 0 0 LITHIA MTRS INC COM 536797103 84252 245174 SH SOLE 245174 0 0 LYFT INC CL A COM 55087P104 120926 1999437 SH SOLE 1999437 0 0 MATCH GROUP INC NEW COM 57667L107 97087 602088 SH SOLE 602088 0 0 MICROSOFT CORP COM 594918104 30367 112097 SH SOLE 112097 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 54440 1000000 SH SOLE 1000000 0 0 OUTFRONT MEDIA INC COM 69007J106 24627 1024847 SH SOLE 1024847 0 0 PALO ALTO NETWORKS INC COM 697435105 143889 387790 SH SOLE 387790 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 9221 315138 SH SOLE 315138 0 0 RIMINI STR INC DEL COM 76674Q107 5664 919464 SH SOLE 919464 0 0 ROKU INC COM CL A 77543R102 67231 146392 SH SOLE 146392 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 21003 411255 SH SOLE 411255 0 0 SEA LTD SPONSORD ADS 81141R100 28227 102793 SH SOLE 102793 0 0 TAPESTRY INC COM 876030107 83051 1910087 SH SOLE 1910087 0 0 TECK RESOURCES LTD CL B 878742204 98953 4294827 SH SOLE 4294827 0 0 TELOS CORP MD COM 87969B101 26217 770859 SH SOLE 770859 0 0 UIPATH INC CL A 90364P105 11252 165640 SH SOLE 165640 0 0 VISA INC COM CL A 92826C839 16931 72410 SH SOLE 72410 0 0