Isomer Partners LP

**Isomer Partners LP** is a concentrated, multi-asset hedge fund managing $74M across five core positions. The portfolio exhibits significant directional conviction, with the largest allocation to PANW at $29.0M. Notable exposures include substantial technology and market beta plays, evidenced by $21.3M in UBER and $11.8M in SPY. This structure suggests a tactical approach targeting high-conviction growth and market index movements.

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