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Disclosery

Isomer Partners LP: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Isomer Partners LP on PANW, newest first. How the timeline and the estimate are built.

Isomer Partners LP held 157,500 PANW shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 157,500 shares
    Change vs previous 13F +105,000 shares

    39.05% of the 13F portfolio, value $29,011,500.

    13F-HR 0000919574-25-000788 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 52,500 shares
    Change vs previous 13F -5,000 shares

    19.91% of the 13F portfolio, value $17,944,500.

    13F-HR 0000919574-24-006333 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 57,500 shares
    Change vs previous 13F -15,100 shares

    14.8% of the 13F portfolio, value $19,493,075.

    13F-HR 0000919574-24-004541 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 72,600 shares
    Change vs previous 13F +2,600 shares

    14.32% of the 13F portfolio, value $20,627,838.

    13F-HR 0000919574-24-003001 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 70,000 shares
    Change vs previous 13F 0 shares

    12.37% of the 13F portfolio, value $20,641,600.

    13F-HR 0000919574-24-001135 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 70,000 shares
    Change vs previous 13F -10,000 shares

    11.61% of the 13F portfolio, value $16,410,800.

    13F-HR 0000919574-23-006208 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 80,000 shares
    Change vs previous 13F -25,000 shares

    11.81% of the 13F portfolio, value $20,440,800.

    13F-HR 0000919574-23-004630 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 105,000 shares
    Change vs previous 13F not available

    12% of the 13F portfolio, value $20,972,700.

    13F-HR 0000919574-23-003160 filed by Isomer Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).