StockDriftsStockDriftsTop 5 Isomer Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | 39.05% | 157.5K | $29.0M | +200.00%(+105.00K) | — | 2024-12-31 | |
| UBER | UBER TECHNOLOGIES INC | 28.63% | 350.0K | $21.3M | -6.67%(-25.00K) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 15.84% | 20.0K | $11.8M | new | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 13.88% | 20.0K | $10.3M | +6566.67%(+19.70K) | — | 2024-12-31 | |
| TLT | ISHARES TR | 2.6% | 22.0K | $1.9M | -89.11%(-180.00K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Isomer Partners Lp reports $74.29M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are PANW (39.0%), UBER (28.6%) and SPY (15.8%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Isomer Partners Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764008). View Isomer Partners Lp’s 13F filings on SEC