Cibelli Capital Management

Marathon Partners Equity Management as of June 30, 2021

Portfolio Holdings for Marathon Partners Equity Management

Marathon Partners Equity Management holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Uber Technologies (UBER) 18.5 $50M 995k 50.12
Facebook Cl A (META) 16.6 $45M 128k 347.71
Amazon (AMZN) 16.3 $44M 13k 3440.00
Stitch Fix Com Cl A (SFIX) 15.5 $42M 690k 60.30
Paypal Holdings (PYPL) 10.4 $28M 96k 291.48
Just Eat Takeaway Com N V Sponsored Ads (JTKWY) 9.5 $26M 1.4M 18.26
World Wrestling Entmt Cl A 6.7 $18M 313k 57.89
Twitter 2.6 $6.9M 100k 68.81
Smiledirectclub Cl A Com (SDCCQ) 1.5 $3.9M 450k 8.68
Whole Earth Brands Com Cl A (FREE) 1.3 $3.6M 250k 14.50
Zillow Group Cl A (ZG) 1.1 $3.1M 25k 122.52