Isomer Partners

Isomer Partners as of June 30, 2024

Portfolio Holdings for Isomer Partners

Isomer Partners holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 20.7 $27M 375k 72.68
Lamb Weston Hldgs (LW) 19.2 $25M 301k 84.08
Palo Alto Networks (PANW) 14.8 $20M 58k 339.01
Crowdstrike Hldgs Cl A (CRWD) 13.1 $17M 45k 383.19
Dollar General (DG) 10.0 $13M 100k 132.23
Lauder Estee Cos Cl A (EL) 8.1 $11M 100k 106.40
Bath &#38 Body Works In (BBWI) 5.9 $7.8M 200k 39.05
Exp World Holdings Inc equities (EXPI) 1.3 $1.7M 150k 11.29
Redfin Corp (RDFN) 1.1 $1.5M 250k 6.01
Re Max Hldgs Cl A (RMAX) 1.1 $1.5M 180k 8.10
Zillow Group Cl C Cap Stk (Z) 1.1 $1.4M 31k 46.39
Compass Cl A (COMP) 1.0 $1.4M 375k 3.60
The Real Brokerage Com New (REAX) 0.9 $1.2M 300k 4.06
Realogy Hldgs (HOUS) 0.6 $828k 250k 3.31
Cellebrite Di Ordinary Shares (CLBT) 0.6 $777k 65k 11.95
Douglas Elliman (DOUG) 0.4 $580k 500k 1.16