Isomer Partners as of March 31, 2020
Portfolio Holdings for Isomer Partners
Isomer Partners holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix (WIX) | 19.8 | $56M | 550k | 100.82 | |
| Nexstar Broadcasting (NXST) | 15.5 | $43M | 750k | 57.73 | |
| Liberty Broadband Cl C (LBRDK) | 13.8 | $39M | 350k | 110.72 | |
| Nutanix Inc cl a (NTNX) | 12.9 | $36M | 2.3M | 15.80 | |
| Visa (V) | 8.6 | $24M | 150k | 161.12 | |
| Cerence (CRNC) | 7.0 | $20M | 1.3M | 15.40 | |
| Snap Inc cl a (SNAP) | 6.2 | $17M | 1.5M | 11.89 | |
| Microsoft Corporation (MSFT) | 3.9 | $11M | 70k | 157.70 | |
| Wynn Resorts (WYNN) | 3.7 | $10M | 170k | 60.19 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.1 | $8.6M | 155k | 55.68 | |
| Noodles & Co (NDLS) | 3.0 | $8.5M | 1.8M | 4.71 | |
| Tegna (TGNA) | 1.0 | $2.7M | 250k | 10.86 | |
| Diamond Eagle Acquisition Corp diamond eagle acq cl a | 0.9 | $2.5M | 200k | 12.34 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.6 | $1.8M | 1.0M | 1.80 |
