Marathon Partners Equity Management, LLC
16 holdingsFiling period: 2026-03-31Current AUM: $104.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | 1.31M | $20.5M | $29.8M | 28.55% | -29,000 | 2026-03-31 |
| 2 | TKO | TKO GROUP HOLDINGS INC | 73.0K | $14.7M | $13.3M | 12.72% | -11,000 | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 25.3K | $14.4M | $14.1M | 13.47% | -2,750 | 2026-03-31 |
| 4 | UBER | UBER TECHNOLOGIES INC | 140.0K | $10.1M | $9.9M | 9.44% | -10,000 | 2026-03-31 |
| 5 | CNS | COHEN & STEERS INC | 114.5K | $7.2M | $9.4M | 9.02% | +39.5K | 2026-03-31 |
| 6 | XMTR | XOMETRY INC | 115.0K | $4.7M | $9.9M | 9.44% | -- | 2026-03-31 |
| 7 | ATMU | ATMUS FILTRATION TECHNOLOGIE | 75.0K | $4.3M | $3.9M | 3.71% | -5,000 | 2026-03-31 |
| 8 | TPB | TURNING PT BRANDS INC | 31.0K | $2.7M | $2.3M | 2.22% | +13.5K | 2026-03-31 |
| 9 | ATI | ATI INC | 17.5K | $2.5M | $3.3M | 3.14% | -2,500 | 2026-03-31 |
| 10 | LION | LIONSGATE STUDIOS CORP | 220.0K | $2.1M | $2.9M | 2.80% | -55,000 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 5.8K | $1.6M | $2.1M | 1.96% | -- | 2026-03-31 |
| 12 | — | FLUTTER ENTMT PLC | 10.0K | $1.0M | $1.0M | 0.98% | -6,500 | 2026-03-31 |
| 13 | HSIC | SCHEIN HENRY INC | 12.5K | $921K | $1.1M | 1.03% | -35,000 | 2026-03-31 |
| 14 | — | FLEXTRONICS INTL LTD | 12.5K | $818K | $818K | 0.78% | -- | 2026-03-31 |
| 15 | SXT | SENSIENT TECHNOLOGIES CORP | 5.0K | $432K | $618K | 0.59% | -17,500 | 2026-03-31 |
| 16 | CRCL | CIRCLE INTERNET GROUP INC | 2.5K | $238K | $156K | 0.15% | -- | 2026-03-31 |
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