104 is the total number of securities Isomer Partners LP has owned. The longest Isomer Partners LP has owned a single stock is 15 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CRWD | CROWDSTRIKE HLDGS INC | 15 | 15 | 3.08% | 8.33% | 14.90% | Q1 2020 | Q3 2023 | 15 |
| PANW | PALO ALTO NETWORKS INC | 14 | 14 | 1.84% | 9.25% | 12.08% | Q2 2020 | Q3 2023 | 14 |
| PENN | PENN NATL GAMING INC | 13 | 13 | 1.27% | 9.14% | 15.73% | Q2 2020 | Q2 2023 | 13 |
| PAR | PAR TECHNOLOGY CORP | 11 | 11 | 2.00% | 5.66% | 8.25% | Q2 2020 | Q4 2022 | 11 |
| LTRPA | LIBERTY TRIPADVISOR HL... | 11 | 11 | 0.57% | 1.50% | 3.43% | Q1 2020 | Q3 2022 | 11 |
| LW | LAMB WESTON HLDGS INC | 9 | 9 | 1.67% | 13.35% | 22.02% | Q3 2021 | Q3 2023 | 9 |
| CELLEBRITE DI LTD | 9 | 9 | 6.55% | 8.15% | 10.05% | Q3 2021 | Q3 2023 | 9 | |
| LSXMA | LIBERTY MEDIA CORP DEL... | 7 | 2 | 1.16% | 3.20% | 4.96% | Q4 2018 | Q4 2021 | 9 |
| WIX | WIX COM LTD | 8 | 8 | 2.15% | 17.91% | 23.90% | Q4 2018 | Q3 2020 | 8 |
| UBER | UBER TECHNOLOGIES INC | 8 | 8 | 3.84% | 10.48% | 13.89% | Q4 2021 | Q3 2023 | 8 |
| LBRDK | LIBERTY BROADBAND CORP | 8 | 8 | 5.16% | 9.89% | 13.84% | Q4 2018 | Q3 2020 | 8 |
| NTNX | NUTANIX INC | 8 | 8 | 2.70% | 8.58% | 12.03% | Q3 2019 | Q2 2021 | 8 |
| LSXMK | LIBERTY MEDIA CORP DEL... | 6 | 2 | 1.89% | 4.38% | 6.19% | Q4 2018 | Q3 2021 | 8 |
| NXST | NEXSTAR MEDIA GROUP INC | 7 | 7 | 6.71% | 15.34% | 20.64% | Q4 2018 | Q2 2020 | 7 |
| JD | JD.COM INC | 7 | 7 | 0.27% | 6.11% | 9.32% | Q1 2022 | Q3 2023 | 7 |
| NDLS | NOODLES & CO | 7 | 7 | 0.64% | 2.67% | 4.10% | Q1 2019 | Q3 2020 | 7 |
| CRNC | CERENCE INC | 6 | 6 | 2.80% | 9.47% | 14.96% | Q4 2019 | Q1 2021 | 6 |
| SNAP | SNAP INC | 6 | 6 | 3.97% | 7.33% | 9.84% | Q4 2018 | Q1 2020 | 6 |
| BLMN | BLOOMIN BRANDS INC | 6 | 6 | 5.75% | 6.12% | 6.84% | Q1 2021 | Q2 2022 | 6 |
| HOME | AT HOME GROUP INC | 5 | 5 | 1.52% | 9.07% | 16.80% | Q4 2018 | Q4 2019 | 5 |
| AVGO | BROADCOM INC | 5 | 5 | 2.65% | 8.29% | 11.31% | Q4 2018 | Q4 2019 | 5 |
| WYNN | WYNN RESORTS LTD | 4 | 1 | 1.18% | 4.45% | 6.36% | Q1 2020 | Q3 2023 | 5 |
| V | VISA INC | 4 | 4 | 5.37% | 7.24% | 8.63% | Q1 2020 | Q4 2020 | 4 |
| LPRO | OPEN LENDING CORP | 4 | 4 | 1.56% | 5.51% | 8.94% | Q4 2020 | Q3 2021 | 4 |
| KWEB | KRANESHARES TR | 4 | 4 | 4.40% | 5.24% | 6.26% | Q4 2022 | Q3 2023 | 4 |
| LW | LAMB WESTON HLDGS INC | 3 | 1 | 2.88% | 4.42% | 5.84% | Q3 2021 | Q3 2023 | 4 |
| GSKY | GREENSKY INC | 4 | 4 | 1.67% | 4.20% | 6.58% | Q1 2019 | Q4 2019 | 4 |
| UNIT | UNITI GROUP INC | 4 | 4 | 3.39% | 3.63% | 4.07% | Q1 2019 | Q4 2019 | 4 |
| MSGS | MADISON SQUARE GRDN SP... | 2 | 2 | 2.00% | 3.03% | 3.77% | Q3 2020 | Q3 2023 | 4 |
| NTNX | NUTANIX INC | 4 | 4 | 0.04% | 2.15% | 3.90% | Q3 2019 | Q2 2020 | 4 |
| UBER | UBER TECHNOLOGIES INC | 3 | 3 | 0.25% | 12.16% | 23.03% | Q3 2021 | Q1 2022 | 3 |
| ICE | INTERCONTINENTAL EXCHA... | 3 | 3 | 2.94% | 5.71% | 7.96% | Q2 2020 | Q4 2020 | 3 |
| BABA | ALIBABA GROUP HLDG LTD | 2 | 1 | 1.01% | 4.65% | 7.84% | Q4 2020 | Q3 2022 | 3 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.21% | 3.85% | 6.76% | Q2 2019 | Q1 2023 | 3 |
| LVS | LAS VEGAS SANDS CORP | 3 | 3 | 3.00% | 3.47% | 4.07% | Q1 2023 | Q3 2023 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 2.28% | 3.34% | 3.94% | Q1 2020 | Q3 2020 | 3 |
| DNMR | DANIMER SCIENTIFIC INC | 3 | 3 | 1.22% | 1.78% | 2.08% | Q1 2021 | Q3 2021 | 3 |
| XRT | SPDR SER TR | 3 | 3 | 1.51% | 1.77% | 2.24% | Q1 2023 | Q3 2023 | 3 |
| MAPS | WM TECHNOLOGY INC | 3 | 3 | 0.38% | 0.59% | 0.79% | Q2 2021 | Q4 2021 | 3 |
| AVGO | BROADCOM INC | 3 | 3 | 0.13% | 0.42% | 0.91% | Q4 2018 | Q2 2019 | 3 |
| TAP | MOLSON COORS BEVERAGE CO | 2 | 2 | 8.58% | 8.58% | 8.59% | Q2 2023 | Q3 2023 | 2 |
| IWM | ISHARES TR | 1 | 1 | 4.24% | 4.73% | 5.22% | Q3 2022 | Q1 2023 | 2 |
| NEBC | NEBULA CARAVEL ACQUISI... | 2 | 2 | 4.22% | 4.63% | 5.04% | Q1 2021 | Q2 2021 | 2 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 2.52% | 3.92% | 5.33% | Q4 2020 | Q3 2022 | 2 |
| PAYO | PAYONEER GLOBAL INC | 2 | 2 | 2.20% | 3.64% | 5.07% | Q2 2021 | Q3 2021 | 2 |
| FB | META PLATFORMS INC | 2 | 2 | 3.55% | 3.61% | 3.67% | Q1 2022 | Q2 2022 | 2 |
| ATUS | ALTICE USA INC | 2 | 2 | 1.12% | 3.61% | 6.09% | Q3 2021 | Q4 2021 | 2 |
| CMCSA | COMCAST CORP NEW | 2 | 2 | 2.33% | 3.42% | 4.50% | Q4 2022 | Q1 2023 | 2 |
| CMCSA | COMCAST CORP NEW | 2 | 2 | 2.25% | 3.13% | 4.02% | Q4 2022 | Q1 2023 | 2 |
| GOTU | GSX TECHEDU INC | 2 | 2 | 0.85% | 2.60% | 4.34% | Q3 2020 | Q4 2020 | 2 |
| LVS | LAS VEGAS SANDS CORP | 2 | 2 | 1.53% | 2.52% | 3.51% | Q4 2022 | Q1 2023 | 2 |
| WYNN | WYNN RESORTS LTD | 2 | 2 | 2.37% | 2.38% | 2.39% | Q4 2022 | Q1 2023 | 2 |
| BLEND LABS INC | 2 | 2 | 1.65% | 2.29% | 2.93% | Q3 2021 | Q4 2021 | 2 | |
| ATUS | ALTICE USA INC | 2 | 2 | 1.06% | 2.21% | 3.36% | Q3 2021 | Q4 2021 | 2 |
| DEAC | DIAMOND EAGLE ACQUISIT... | 2 | 2 | 0.88% | 1.91% | 2.95% | Q4 2019 | Q1 2020 | 2 |
| GLIBA | GCI LIBERTY INC | 2 | 2 | 1.46% | 1.80% | 2.15% | Q4 2018 | Q1 2019 | 2 |
| NXST | NEXSTAR MEDIA GROUP INC | 2 | 2 | 0.04% | 1.40% | 2.76% | Q3 2019 | Q4 2019 | 2 |
| LPRO | OPEN LENDING CORP | 2 | 2 | 0.92% | 1.13% | 1.33% | Q1 2021 | Q2 2021 | 2 |
| MAPSW | WM TECHNOLOGY INC | 2 | 2 | 0.82% | 1.07% | 1.32% | Q2 2021 | Q3 2021 | 2 |
| NEBCW | NEBULA CARAVEL ACQUISI... | 2 | 2 | 0.39% | 0.51% | 0.63% | Q1 2021 | Q2 2021 | 2 |
| RAMP | LIVERAMP HLDGS INC | 2 | 2 | 0.37% | 0.38% | 0.40% | Q2 2021 | Q3 2021 | 2 |
| PAYOW | PAYONEER GLOBAL INC | 2 | 2 | 0.31% | 0.37% | 0.42% | Q2 2021 | Q3 2021 | 2 |
| FIT | FITBIT INC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q3 2020 | 2 |
| MOLSON COORS BEVERAGE CO | 1 | 1 | 8.47% | 8.47% | 8.47% | Q2 2023 | Q2 2023 | 1 | |
| TAP | MOLSON COORS BEVERAGE CO | 1 | 1 | 8.46% | 8.46% | 8.46% | Q3 2023 | Q3 2023 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 8.41% | 8.41% | 8.41% | Q3 2023 | Q3 2023 | 1 |
| TLT | ISHARES TR | 1 | 1 | 6.90% | 6.90% | 6.90% | Q3 2023 | Q3 2023 | 1 |
| EA | ELECTRONIC ARTS INC | 1 | 1 | 6.73% | 6.73% | 6.73% | Q1 2019 | Q1 2019 | 1 |
| ROVER GROUP INC | 1 | 1 | 6.22% | 6.22% | 6.22% | Q3 2021 | Q3 2021 | 1 | |
| WIX | WIX COM LTD | 1 | 1 | 6.20% | 6.20% | 6.20% | Q4 2019 | Q4 2019 | 1 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 6.11% | 6.11% | 6.11% | Q2 2019 | Q2 2019 | 1 |
| SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 5.29% | 5.29% | 5.29% | Q2 2019 | Q2 2019 | 1 |
| GOOGL | ALPHABET INC | 1 | 1 | 5.07% | 5.07% | 5.07% | Q4 2022 | Q4 2022 | 1 |
| IWM | ISHARES TR | 1 | 1 | 4.70% | 4.70% | 4.70% | Q2 2023 | Q2 2023 | 1 |
| PENN | PENN NATL GAMING INC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q2 2021 | Q2 2021 | 1 |
| CBS | CBS CORP NEW | 1 | 1 | 3.91% | 3.91% | 3.91% | Q3 2019 | Q3 2019 | 1 |
| SQ | SQUARE INC | 1 | 1 | 3.87% | 3.87% | 3.87% | Q4 2018 | Q4 2018 | 1 |
| FB | META PLATFORMS INC | 1 | 1 | 3.67% | 3.67% | 3.67% | Q1 2022 | Q1 2022 | 1 |
| P | PANDORA MEDIA INC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2018 | Q4 2018 | 1 |
| DG | DOLLAR GEN CORP NEW | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2018 | Q4 2018 | 1 |
| SSPKW | SILVER SPIKE ACQUISITI... | 1 | 1 | 3.21% | 3.21% | 3.21% | Q1 2021 | Q1 2021 | 1 |
| COTY | COTY INC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2018 | Q4 2018 | 1 |
| SABR | SABRE CORP | 1 | 1 | 2.86% | 2.86% | 2.86% | Q3 2020 | Q3 2020 | 1 |
| XPO | XPO LOGISTICS INC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2018 | Q4 2018 | 1 |
| SGMS | SCIENTIFIC GAMES CORP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2018 | Q4 2018 | 1 |
| EB | EVENTBRITE INC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q4 2020 | Q4 2020 | 1 |
| FTOC | FTAC OLYMPUS ACQUISITI... | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2021 | Q1 2021 | 1 |
| JD | JD.COM INC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2022 | Q2 2022 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2021 | Q4 2021 | 1 |
| TGNA | TEGNA INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2020 | Q1 2020 | 1 |
| TTD | THE TRADE DESK INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
| VRRM | VERRA MOBILITY CORP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
| EXPI | EXP WORLD HLDGS INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
| SQ | SQUARE INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2018 | Q4 2018 | 1 |
| SSPK | SILVER SPIKE ACQUISITI... | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2021 | Q1 2021 | 1 |
| MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2019 | Q1 2019 | 1 |
| ROVER GROUP INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 | |
| FTOCW | FTAC OLYMPUS ACQUISITI... | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
| EA | ELECTRONIC ARTS INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
| EGHT | 8X8 INC NEW | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
| SMH | VANECK VECTORS ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
| SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
| FUBO | FUBOTV INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including CROWDSTRIKE HLDGS INC, PALO ALTO NETWORKS INC, and PENN NATL GAMING INC, are the highest-conviction holdings of Isomer Partners LP.
The conviction is calculated by counting the number of quarters a security has been reported by Isomer Partners LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Isomer Partners LP owns currently or has owned in the past.