Isomer Partners

Isomer Partners as of Sept. 30, 2024

Portfolio Holdings for Isomer Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 30.3 $28M 375k 75.16
Liberty Broadband Corp Com Ser C (LBRDK) 21.6 $20M 260k 77.29
Palo Alto Networks (PANW) 19.3 $18M 53k 341.80
Alphabet Cap Stk Cl A (GOOGL) 8.9 $8.3M 50k 165.85
Redfin Corp (RDFN) 3.4 $3.1M 250k 12.53
Lamb Weston Hldgs Call Option (LW) 3.1 $2.9M 500.00 5807.32
Compass Cl A (COMP) 2.5 $2.3M 375k 6.11
Re Max Hldgs Cl A (RMAX) 2.4 $2.2M 180k 12.45
Exp World Holdings Inc equities (EXPI) 2.3 $2.1M 150k 14.09
Zillow Group Cl C Cap Stk (Z) 2.1 $2.0M 31k 63.85
The Real Brokerage Com New (REAX) 1.8 $1.7M 300k 5.55
Realogy Hldgs (HOUS) 1.4 $1.3M 250k 5.08
Douglas Elliman (DOUG) 1.0 $915k 500k 1.83