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Isomer Partners LP

Q4 2024 Holdings

Filed 2025-02-03 | 5 holdings | $74.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Palo Alto Networks Inc(PANW)COM697435105$29.0M157,50039.1%
Uber Technologies Inc(UBER)COM90353T100$21.3M350,00028.6%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$11.8M20,00015.8%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$10.3M20,00013.9%
Ishares TR(TLT)20 YR TR BD ETF464287432$1.9M22,0002.6%