Marathon Partners Equity Management, LLC
14 holdingsFiling period: 2026-06-30Current AUM: $106.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RELY | Remitly Global Inc | 1.21M | $27.1M | $27.0M | 25.27% | -98,000 | 2026-06-30 |
| 2 | TKO | Tko Group Holdings Inc | 71.5K | $14.4M | $13.7M | 12.77% | -1,500 | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 25.0K | $14.1M | $15.3M | 14.26% | -250 | 2026-06-30 |
| 4 | UBER | Uber Technologies Inc | 187.0K | $13.5M | $12.8M | 11.99% | +47.0K | 2026-06-30 |
| 5 | XMTR | Xometry Inc | 113.0K | $10.9M | $13.0M | 12.15% | -2,000 | 2026-06-30 |
| 6 | CNS | Cohen & Steers Inc | 100.0K | $7.6M | $7.3M | 6.85% | -14,500 | 2026-06-30 |
| 7 | TPB | Turning PT Brands Inc | 49.5K | $4.2M | $3.3M | 3.05% | +18.5K | 2026-06-30 |
| 8 | ATMU | Atmus Filtration Technologie | 77.0K | $3.9M | $3.9M | 3.64% | +2.0K | 2026-06-30 |
| 9 | GPC | Genuine Parts Co | 27.5K | $3.2M | $3.4M | 3.16% | -- | 2026-06-30 |
| 10 | LION | Lionsgate Studios Corp | 175.0K | $2.7M | $2.5M | 2.33% | -45,000 | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 5.8K | $2.0M | $1.6M | 1.53% | -- | 2026-06-30 |
| 12 | — | Flex Ltd | 12.5K | $2.0M | $2.0M | 1.89% | -- | 2026-06-30 |
| 13 | ATI | Ati Inc | 6.0K | $1.2M | $1.1M | 0.99% | -11,500 | 2026-06-30 |
| 14 | SANM | Sanmina Corp | 1.0K | $253K | $135K | 0.13% | -- | 2026-06-30 |
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