Isomer Partners
Latest statistics and disclosures from Isomer Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PANW, UBER, SPY, QQQ, TLT, and represent 100.00% of Isomer Partners's stock portfolio.
- Added to shares of these 4 stocks: PANW (+$19M), SPY (+$12M), QQQ (+$10M), TLT.
- Started 3 new stock positions in QQQ, TLT, SPY.
- Reduced shares in these 10 stocks: LBRDK (-$20M), GOOGL (-$8.3M), RDFN, LW, COMP, RMAX, EXPI, Z, REAX, UBER.
- Sold out of its positions in GOOGL, COMP, DOUG, EXPI, LW, LBRDK, RMAX, REAX, HOUS, RDFN. Z.
- Isomer Partners was a net seller of stock by $-5.1M.
- Isomer Partners has $74M in assets under management (AUM), dropping by -20.14%.
- Central Index Key (CIK): 0001764008
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Portfolio Holdings for Isomer Partners
Isomer Partners holds 5 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Palo Alto Networks (PANW) | 39.1 | $29M | +200% | 158k | 184.20 |
|
Uber Technologies (UBER) | 28.6 | $21M | -6% | 350k | 60.77 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.8 | $12M | NEW | 20k | 588.22 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.9 | $10M | NEW | 20k | 515.61 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.6 | $1.9M | NEW | 22k | 87.80 |
|
Past Filings by Isomer Partners
SEC 13F filings are viewable for Isomer Partners going back to 2018
- Isomer Partners 2024 Q4 filed Feb. 3, 2025
- Isomer Partners 2024 Q3 filed Nov. 13, 2024
- Isomer Partners 2024 Q2 filed Aug. 14, 2024
- Isomer Partners 2024 Q1 filed May 15, 2024
- Isomer Partners 2023 Q4 filed Feb. 14, 2024
- Isomer Partners 2023 Q3 filed Nov. 14, 2023
- Isomer Partners 2023 Q2 filed Aug. 14, 2023
- Isomer Partners 2023 Q1 filed May 15, 2023
- Isomer Partners 2022 Q4 filed Feb. 14, 2023
- Isomer Partners 2022 Q3 filed Nov. 14, 2022
- Isomer Partners 2022 Q2 filed Aug. 15, 2022
- Isomer Partners 2022 Q1 filed May 16, 2022
- Isomer Partners 2021 Q4 filed Feb. 14, 2022
- Isomer Partners 2021 Q3 filed Nov. 15, 2021
- Isomer Partners 2021 Q2 filed Aug. 16, 2021
- Isomer Partners 2021 Q1 filed May 17, 2021