Isomer Partners as of March 31, 2024
Portfolio Holdings for Isomer Partners
Isomer Partners holds 8 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 19.0 | $27M | 356k | 76.99 | |
| Lamb Weston Hldgs (LW) | 18.5 | $27M | 250k | 106.53 | |
| Palo Alto Networks (PANW) | 14.3 | $21M | 73k | 284.13 | |
| Crowdstrike Hldgs Cl A (CRWD) | 13.4 | $19M | 60k | 320.59 | |
| Dollar General (DG) | 10.8 | $16M | 100k | 156.06 | |
| Lauder Estee Cos Cl A (EL) | 10.7 | $15M | 100k | 154.15 | |
| Wynn Resorts (WYNN) | 8.5 | $12M | 120k | 102.23 | |
| Cellebrite Di Ordinary Shares (CLBT) | 4.8 | $6.9M | 620k | 11.08 |
