Isomer Partners LP — 13F holdings

Isomer Partners LP reported 5 holdings worth $74.3M in its 13F filing for Q4 2024, filed February 3, 2025.

Largest positions

1. PANW PALO ALTO NETWORKS INC — $29.0M (39.1%)
2. UBER UBER TECHNOLOGIES INC — $21.3M (28.6%)
3. SPY SPDR S&P 500 ETF TR — $11.8M (15.8%)
4. QQQ Invesco Qqq Tr — $10.3M (13.9%)
5. TLT ISHARES TR — $1.93M (2.6%)