Isomer Partners LP Portfolio Holdings by Sector
Isomer Partners LP
- $132 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
PANW CRWD CLBT 3 stocks |
$37,512
28.47% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER COMP 2 stocks |
$28,605
21.71% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
LW LW 2 stocks |
$25,266
19.17% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Discount Stores | Consumer Defensive
DG 1 stocks |
$13,222
10.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$10,640
8.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBWI 1 stocks |
$7,809
5.93% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
EXPI RDFN RMAX REAX HOUS DOUG 6 stocks |
$7,277
5.52% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
$1,438
1.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|