Hedge Fund - Isomer Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | EL | 2,208 | $32,292,000 | NEW | 14.59% | ||
| 2. | UBER | 500,000 | $30,785,000 | 13.91% | |||
| 3. | LW | 270,000 | $29,184,300 | +23% | 13.18% | ||
| 4. | CRWD | 82,500 | $21,063,900 | -14% | 9.51% | ||
| 5. | PANW | 70,000 | $20,641,600 | 9.32% |
