0000919574-24-001135.txt : 20240214 0000919574-24-001135.hdr.sgml : 20240214 20240213183056 ACCESSION NUMBER: 0000919574-24-001135 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Isomer Partners LP CENTRAL INDEX KEY: 0001764008 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19258 FILM NUMBER: 24630772 BUSINESS ADDRESS: STREET 1: 420 LEXINGTON AVENUE, SUITE 2007 CITY: NEW YORK STATE: NY ZIP: 10170 BUSINESS PHONE: 212-257-4132 MAIL ADDRESS: STREET 1: 420 LEXINGTON AVENUE, SUITE 2007 CITY: NEW YORK STATE: NY ZIP: 10170 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001764008 XXXXXXXX 12-31-2023 12-31-2023 false Isomer Partners LP

420 Lexington Avenue, Suite 2007 New York NY 10170

13F HOLDINGS REPORT 028-19258 000289530 801-114778 N Neal Bandyopadhyay 212-257-4132 /s/Neal Bandyopadhyay New York NY 02-13-2024 0 14 221269622 INFORMATION TABLE 2 infotable.xml CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 10565200 1220000 SH SOLE 1220000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 21063900 82500 SH SOLE 82500 0 0 DOLLAR GEN CORP NEW COM 256677105 13595000 100000 SH SOLE 100000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 19776000 200000 SH SOLE 200000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 19776000 2000 SH Call SOLE 2000 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 8370000 310000 SH SOLE 310000 0 0 LAMB WESTON HLDGS INC COM 513272104 29184300 270000 SH SOLE 270000 0 0 LAMB WESTON HLDGS INC COM 513272104 2291508 212 SH Call SOLE 212 0 0 LAUDER ESTEE COS INC CL A 518439104 32292000 2208 SH Call SOLE 2208 0 0 LAUDER ESTEE COS INC CL A 518439104 3656250 25000 SH SOLE 25000 0 0 PALO ALTO NETWORKS INC COM 697435105 20641600 70000 SH SOLE 70000 0 0 SPDR SER TR S&P RETAIL ETF 78464A714 7232000 100000 SH SOLE 100000 0 0 UBER TECHNOLOGIES INC COM 90353T100 30785000 500000 SH SOLE 500000 0 0 WYNN RESORTS LTD COM 983134107 2040864 22400 SH SOLE 22400 0 0