本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Isomer Partners LP (CIK 1764008) reported $74.3M across 5 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: PANW ($29.0M, 39.05%), UBER ($21.3M, 28.63%), SPY ($11.8M, 15.84%), QQQ ($10.3M, 13.88%), TLT ($1.9M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | $29.0M | 39.05% | 157,500 | Added |
| 2 | UBER | UBER TECHNOLOGIES INC | $21.3M | 28.63% | 350,000 | Trimmed |
| 3 | SPY | SPDR S&P 500 ETF TR | $11.8M | 15.84% | 20,000 | New |
| 4 | QQQ | INVESCO QQQ TR | $10.3M | 13.88% | 20,000 | New |
| 5 | TLT | ISHARES TR | $1.9M | 2.60% | 22,000 | New |
| 6 | AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | Exited |
| 7 | COMP | COMPASS INC | $0 | 0.00% | 0 | Exited |
| 8 | DOUG | DOUGLAS ELLIMAN INC | $0 | 0.00% | 0 | Exited |
| 9 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 10 | HOUS | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | Exited |
| 11 | LBRDK | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | Exited |
| 12 | LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | Exited |
| 13 | RDFN | REDFIN CORP | $0 | 0.00% | 0 | Exited |
| 14 | REAX | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | Exited |
| 15 | RMAX | RE MAX HLDGS INC | $0 | 0.00% | 0 | Exited |
| 16 | Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-12-31