Hedge Fund - Isomer Partners

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Fund Profile

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Top 13F Holdings

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Last updated on February 12, 2021, 2:40 pm based on SEC 13F filings Last update: February 12, 2021, 2:40 pm

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.	Cerence Inc.	CRNC	875,000	$87,920	-32%	14.38%
2.	Palo Alto Networks Inc	PANW	190,000	$67,524		11.04%
3.	Crowdstrike Holdings Inc.	CRWD	300,000	$63,545	+16%	10.39%
4.	Penn National Gaming Inc	PENN	650,000	$56,140	+9%	9.18%
5.	Nutanix Inc.	NTNX	1,650,000	$52,585		8.6%

Latest 13D & 13G Filings

Company	Symbol	Filed By	Filing Date	Filing
Nebula Caravel Acquisition Corp.	NEBCU	Isomer Partners	2021-03-01	13G Filing
At Home Group Inc.	HOME	Isomer Partners	2020-02-14	13G Filing