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Isomer Partners LP Buys Cellebrite DI, Rover Group Inc, Blend Labs Inc, Sells CrowdStrike Holdings Inc, Nebula Caravel Acquisition Corp, Palo Alto Networks Inc

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Nov 15, 2021
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Investment company Isomer Partners LP (Current Portfolio) buys Cellebrite DI, Rover Group Inc, Blend Labs Inc, Lamb Weston Holdings Inc, Altice USA Inc, sells CrowdStrike Holdings Inc, Nebula Caravel Acquisition Corp, Palo Alto Networks Inc, Open Lending Corp, Nutanix Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Isomer Partners LP. As of 2021Q3, Isomer Partners LP owns 24 stocks with a total value of $368 million. These are the details of the buys and sells.

For the details of Isomer Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/isomer+partners+lp/current-portfolio/portfolio

These are the top 5 holdings of Isomer Partners LP
  1. Uber Technologies Inc (UBER) - 10,866 shares, 13.21% of the total portfolio.
  2. Penn National Gaming Inc (PENN) - 600,000 shares, 11.80% of the total portfolio.
  3. Cellebrite DI Ltd (CLBT) - 4,000,000 shares, 10.05% of the total portfolio. New Position
  4. Rover Group Inc (ROVR) - 1,687,000 shares, 6.22% of the total portfolio. New Position
  5. PAR Technology Corp (PAR) - 370,000 shares, 6.18% of the total portfolio. Shares added by 1.37%
New Purchase: Cellebrite DI Ltd (CLBT)

Isomer Partners LP initiated holding in Cellebrite DI Ltd. The purchase prices were between $9.26 and $12.15, with an estimated average price of $10.47. The stock is now traded at around $10.200000. The impact to a portfolio due to this purchase was 10.05%. The holding were 4,000,000 shares as of 2021-09-30.

New Purchase: Rover Group Inc (ROVR)

Isomer Partners LP initiated holding in Rover Group Inc. The purchase prices were between $0 and $14.68, with an estimated average price of $12.09. The stock is now traded at around $13.890000. The impact to a portfolio due to this purchase was 6.22%. The holding were 1,687,000 shares as of 2021-09-30.

New Purchase: Blend Labs Inc (BLND)

Isomer Partners LP initiated holding in Blend Labs Inc. The purchase prices were between $13.48 and $20.9, with an estimated average price of $16.99. The stock is now traded at around $12.960000. The impact to a portfolio due to this purchase was 2.93%. The holding were 800,000 shares as of 2021-09-30.

New Purchase: Lamb Weston Holdings Inc (LW)

Isomer Partners LP initiated holding in Lamb Weston Holdings Inc. The purchase prices were between $60.37 and $80.82, with an estimated average price of $67.84. The stock is now traded at around $57.360000. The impact to a portfolio due to this purchase was 1.67%. The holding were 100,000 shares as of 2021-09-30.

New Purchase: Altice USA Inc (ATUS)

Isomer Partners LP initiated holding in Altice USA Inc. The purchase prices were between $19.33 and $35.03, with an estimated average price of $29.2. The stock is now traded at around $17.120000. The impact to a portfolio due to this purchase was 1.12%. The holding were 200,000 shares as of 2021-09-30.

Sold Out: Nebula Caravel Acquisition Corp (NEBC)

Isomer Partners LP sold out a holding in Nebula Caravel Acquisition Corp. The sale prices were between $9.51 and $10.99, with an estimated average price of $9.99.

Sold Out: Nutanix Inc (NTNX)

Isomer Partners LP sold out a holding in Nutanix Inc. The sale prices were between $33.1 and $43.95, with an estimated average price of $37.9.



Here is the complete portfolio of Isomer Partners LP. Also check out:

1. Isomer Partners LP's Undervalued Stocks
2. Isomer Partners LP's Top Growth Companies, and
3. Isomer Partners LP's High Yield stocks
4. Stocks that Isomer Partners LP keeps buying
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