Latest statistics and disclosures from Marlowe Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LRCX, ELY, PLYA, BKNG, TTWO, and represent 85.81% of Marlowe Partners's stock portfolio.
- Added to shares of these 4 stocks: CRM (+$7.6M), FRPT (+$5.9M), PK (+$5.5M), PLYA.
- Started 3 new stock positions in PK, FRPT, CRM.
- Reduced shares in these 6 stocks: WMG (-$25M), ADSK (-$13M), LRCX, TTWO, ELY, BKNG.
- Sold out of its positions in ADSK, WMG.
- Marlowe Partners was a net seller of stock by $-28M.
- Marlowe Partners has $134M in assets under management (AUM), dropping by -20.24%.
- Central Index Key (CIK): 0001624049
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Portfolio Holdings for Marlowe Partners
Companies in the Marlowe Partners portfolio as of the March 2022 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Lam Research Corporation (LRCX)||20.9||$28M||-10%||52k||537.61|
|Callaway Golf Company (ELY)||20.0||$27M||-10%||1.1M||23.42|
|Playa Hotels & Resorts Nv SHS (PLYA)||19.6||$26M||+13%||3.0M||8.65|
|Booking Holdings (BKNG)||14.6||$20M||-8%||8.3k||2348.43|
|Take-Two Interactive Software (TTWO)||10.8||$14M||-18%||94k||153.74|
|Park Hotels & Resorts Inc-wi (PK)||4.1||$5.5M||NEW||284k||19.53|
Past Filings by Marlowe Partners
SEC 13F filings are viewable for Marlowe Partners going back to 2014
- Marlowe Partners 2022 Q1 filed May 13, 2022
- Marlowe Partners 2021 Q3 filed Nov. 15, 2021
- Marlowe Partners 2021 Q2 filed Aug. 13, 2021
- Marlowe Partners 2021 Q1 filed May 14, 2021
- Marlowe Partners 2020 Q4 filed Feb. 12, 2021
- Marlowe Partners 2020 Q3 filed Nov. 13, 2020
- Marlowe Partners 2020 Q2 filed Aug. 13, 2020
- Marlowe Partners 2020 Q1 filed May 14, 2020
- Marlowe Partners 2019 Q4 filed Feb. 13, 2020
- Marlowe Partners 2019 Q3 filed Nov. 13, 2019
- Marlowe Partners 2019 Q2 filed Aug. 13, 2019
- Marlowe Partners 2019 Q1 filed May 14, 2019
- Marlowe Partners 2018 Q4 filed Feb. 13, 2019
- Marlowe Partners 2018 Q3 filed Nov. 13, 2018
- Marlowe Partners 2018 Q2 filed Aug. 13, 2018
- Marlowe Partners 2018 Q1 filed May 14, 2018