Marathon Partners Equity Management as of March 31, 2026
Portfolio Holdings for Marathon Partners Equity Management
Marathon Partners Equity Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Remitly Global (RELY) | 23.2 | $21M | 1.3M | 15.67 | |
| Tko Group Holdings Cl A (TKO) | 16.7 | $15M | 73k | 201.65 | |
| Meta Platforms Cl A (META) | 16.4 | $14M | 25k | 572.13 | |
| Uber Technologies (UBER) | 11.4 | $10M | 140k | 71.93 | |
| Cohen & Steers (CNS) | 8.1 | $7.2M | 115k | 62.55 | |
| Xometry Class A Com (XMTR) | 5.3 | $4.7M | 115k | 40.84 | |
| Atmus Filtration Technologies Ord (ATMU) | 4.8 | $4.3M | 75k | 56.77 | |
| Turning Pt Brands (TPB) | 3.0 | $2.7M | 31k | 86.79 | |
| Allegheny Technologies Incorporated (ATI) | 2.9 | $2.5M | 18k | 145.46 | |
| Lionsgate Studios Corp (LION) | 2.4 | $2.1M | 220k | 9.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.6M | 5.8k | 286.86 | |
| Flutter Entmt SHS (FLUT) | 1.2 | $1.0M | 10k | 101.95 | |
| Henry Schein (HSIC) | 1.0 | $921k | 13k | 73.70 | |
| Flextronics Intl Ord (FLEX) | 0.9 | $818k | 13k | 65.46 | |
| Sensient Technologies Corporation (SXT) | 0.5 | $432k | 5.0k | 86.44 | |
| Circle Internet Group Com Cl A (CRCL) | 0.3 | $239k | 2.5k | 95.41 |
