Marlowe Partners as of Sept. 30, 2018
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 25.5 | $36M | 234k | 151.70 | |
| Playa Hotels & Resorts Nv (PLYA) | 19.5 | $27M | 2.8M | 9.63 | |
| Zayo Group Hldgs | 18.9 | $26M | 758k | 34.72 | |
| Analog Devices (ADI) | 11.4 | $16M | 172k | 92.46 | |
| Cars (CARS) | 9.0 | $13M | 453k | 27.61 | |
| Wyndham Hotels And Resorts (WH) | 8.9 | $12M | 222k | 55.57 | |
| Equinix (EQIX) | 6.8 | $9.5M | 22k | 432.88 |
