Isomer Partners LP

data from 31/12/2024

Capitalization

$ 74.289 M -20.14 %

Average holding period

4 ans

Performance

$ 289.624 M 110.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Isomer Partners LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/12/31 PANW PALO ALTO NETWORKS INC 39.05% 29.012 M $ 157500 2020/06/30 1.161 M $ 6.47 %
2024/12/31 UBER UBER TECHNOLOGIES INC 28.63% 21.270 M $ 350000 2021/12/31 -5.565 M $ -19.74 %
2024/12/31 SPY SPDR S&P 500 ETF TR 15.84% 11.764 M $ 20000 2024/12/31 0.000 $ 0.00 %
2024/12/31 QQQ INVESCO QQQ TR 13.88% 10.312 M $ 20000 2024/12/31 0.000 $ 0.00 %
2024/12/31 TLT ISHARES TR 2.60% 1.932 M $ 22000 2024/12/31 0.000 $ 0.00 %
2024/12/31 EXPI EXP WORLD HLDGS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 Z ZILLOW GROUP INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 RMAX RE MAX HLDGS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 LBRDK LIBERTY BROADBAND CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2024/12/31 LW LAMB WESTON HLDGS INC 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2024/12/31 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2024/12/31 COMP COMPASS INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 HOUS ANYWHERE REAL ESTATE INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 DOUG DOUGLAS ELLIMAN INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 REAX THE REAL BROKERAGE INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 RDFN REDFIN CORP 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %