Isomer Partners as of Dec. 31, 2023
Portfolio Holdings for Isomer Partners
Isomer Partners holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lauder Estee Cos Cl A Call Option (EL) | 70.9 | $398M | 27k | 14625.00 | |
| Uber Technologies (UBER) | 5.5 | $31M | 500k | 61.57 | |
| Lamb Weston Hldgs (LW) | 5.2 | $29M | 270k | 108.09 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.8 | $21M | 83k | 255.32 | |
| Palo Alto Networks (PANW) | 3.7 | $21M | 70k | 294.88 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.6 | $20M | 202k | 98.88 | |
| Dollar General (DG) | 2.4 | $14M | 100k | 135.95 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.9 | $11M | 1.2M | 8.66 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 1.5 | $8.4M | 310k | 27.00 | |
| Spdr Ser Tr S&p Retail Etf (XRT) | 1.3 | $7.2M | 100k | 72.32 | |
| Wynn Resorts (WYNN) | 0.4 | $2.0M | 22k | 91.11 |
