Marathon Partners Equity Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MP Marathon Partners Equity Management, LLC | Institutional Filer | ▼ 12.22% | $88.3M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RELY | Remitly Global, Inc. | Technology | 1.3M | $20.5M | 23.23% |
| 2 | TKO | TKO Group Holdings, Inc. | Communication Services | 73K | $14.7M | 16.67% |
| 3 | META | Meta Platforms, Inc. | Technology | 25K | $14.4M | 16.36% |
| 4 | UBER | Uber Technologies, Inc. | Technology | 140K | $10.1M | 11.41% |
| 5 | CNS | Cohen & Steers, Inc. | Financial Services | 115K | $7.2M | 8.11% |
| 6 | XMTR | Xometry, Inc. | Industrials | 115K | $4.7M | 5.32% |
| 7 | ATMU | Atmus Filtration Technologies Inc. | Industrials | 75K | $4.3M | 4.82% |
| 8 | TPB | Turning Point Brands, Inc. | Consumer Defensive | 31K | $2.7M | 3.05% |
| 9 | ATI | ATI Inc. | Industrials | 18K | $2.5M | 2.88% |
| 10 | LION | Lionsgate Studios Corp. | Communication Services | 220K | $2.1M | 2.39% |
| 11 | GOOG | Alphabet Inc. | Technology | 6K | $1.6M | 1.87% |
| 12 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 10K | $1.0M | 1.15% |
| 13 | HSIC | Henry Schein, Inc. | Healthcare | 13K | $921K | 1.04% |
| 14 | FLEX | Flex Ltd. | Technology | 13K | $818K | 0.93% |
| 15 | SXT | Sensient Technologies Corporation | Basic Materials | 5K | $432K | 0.49% |
Showing 1 to 15 of 16 holdings