Marlowe Partners

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
salesforce (CRM) 5.6 $7.6M NEW 36k 212.31
Freshpet (FRPT) 4.4 $5.9M NEW 58k 102.63
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

View all past filings