Marathon Partners Equity Management, LLC: 13F holdings
CIK 13533112026Q2
| Positions | 14 |
|---|
| Reported value | $107.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 14 (-2 vs prior quarter) |
|---|
| Reported value | $107.2m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RELY REMITLY GLOBAL INC | 1,117,000 | $25.0m | 23.4% |
| TKO TKO GROUP HOLDINGS INC | 71,500 | $14.4m | 13.4% |
| META META PLATFORMS INC | 25,000 | $14.1m | 13.1% |
| XMTR XOMETRY INC | 113,000 | $10.9m | 10.2% |
| UBER UBER TECHNOLOGIES INC | 148,500 | $10.7m | 10.0% |
| CNS COHEN & STEERS INC | 100,000 | $7.6m | 7.1% |
| TPB TURNING PT BRANDS INC | 49,500 | $4.2m | 3.9% |
| ATMU ATMUS FILTRATION TECHNOLOGIE | 77,000 | $3.9m | 3.7% |
| GPC GENUINE PARTS CO | 27,500 | $3.2m | 3.0% |
| GOOG ALPHABET INC | 5,750 | $2.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1353311")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples