Marlowe Partners

Latest statistics and disclosures from Marlowe Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LRCX, ELY, ADSK, WMG, PLYA, and represent 81.28% of Marlowe Partners's stock portfolio.
  • Added to shares of these 2 stocks: ELY (+$10M), WMG.
  • Reduced shares in these 9 stocks: KSU (-$8.8M), JLL (-$7.5M), MSGS (-$7.1M), BATRK, ADSK, PK, QTS, LRCX, TTWO.
  • Sold out of its positions in KSU, BATRK, MSGS, PK, QTS.
  • Marlowe Partners was a net seller of stock by $-26M.
  • Marlowe Partners has $169M in assets under management (AUM), dropping by -9.40%.
  • Central Index Key (CIK): 0001624049

Tip: Access up to 7 years of quarterly data

Positions held by Marlowe Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Marlowe Partners

Companies in the Marlowe Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lam Research Corporation (LRCX) 22.9 $39M -3% 65k 595.24
Callaway Golf Company (ELY) 17.0 $29M +57% 1.1M 26.75
Autodesk (ADSK) 15.7 $27M -10% 96k 277.15
Warner Music Group Corp Com Cl A (WMG) 13.4 $23M +3% 660k 34.33
Playa Hotels & Resorts Nv SHS (PLYA) 12.4 $21M 2.9M 7.30
Cyrusone (CONE) 7.7 $13M 191k 67.72
Take-Two Interactive Software (TTWO) 6.7 $11M -3% 64k 176.70
Jones Lang LaSalle Incorporated (JLL) 4.4 $7.4M -50% 41k 179.04

Past Filings by Marlowe Partners

SEC 13F filings are viewable for Marlowe Partners going back to 2014

View all past filings