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Isomer Partners Lp

Portfolio Manager
Isomer Partners Lp
Performance
0% (N/A)
AUM (13F)
$74.29M
# of Holdings
5
Performance Rank
N/A
Allocation (Top 20)
N/A

Isomer Partners Lp Holdings Map

Top 5 Isomer Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PANW
PALO ALTO NETWORKS INC
39.05%157.5K$29.0M
+200.00%(+105.00K)
2023-Q4: 70.0K shares2024-Q1: 72.6K shares2024-Q2: 57.5K shares2024-Q3: 52.5K shares2024-Q4: 157.5K shares2024-12-31
UBER
UBER TECHNOLOGIES INC
28.63%350.0K$21.3M
-6.67%(-25.00K)
2023-Q4: 500.0K shares2024-Q1: 356.1K shares2024-Q2: 375.0K shares2024-Q3: 375.0K shares2024-Q4: 350.0K shares2024-12-31
SPY
SPDR S&P 500 ETF TR
15.84%20.0K$11.8Mnew2024-Q4: 20.0K shares2024-12-31
QQQ
INVESCO QQQ TR
13.88%20.0K$10.3M
+6566.67%(+19.70K)
2022-Q3: 400 shares2023-Q1: 300 shares2024-Q4: 20.0K shares2024-12-31
TLT
ISHARES TR
2.6%22.0K$1.9M
-89.11%(-180.00K)
2023-Q3: 1.5K shares2023-Q4: 202.0K shares2024-Q4: 22.0K shares2024-12-31

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