Marlowe Partners as of Sept. 30, 2019
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 14 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Playa Hotels & Resorts Nv (PLYA) | 15.6 | $29M | 3.7M | 7.83 | |
| Hd Supply | 13.9 | $26M | 651k | 39.18 | |
| Cyrusone | 11.2 | $21M | 259k | 79.10 | |
| Lam Research Corporation (LRCX) | 9.4 | $17M | 75k | 231.10 | |
| Autodesk (ADSK) | 9.1 | $17M | 113k | 147.70 | |
| Wyndham Hotels And Resorts (WH) | 8.1 | $15M | 286k | 51.74 | |
| Jones Lang LaSalle Incorporated (JLL) | 7.7 | $14M | 102k | 139.06 | |
| Kansas City Southern | 6.3 | $12M | 86k | 133.00 | |
| Godaddy Inc cl a (GDDY) | 5.4 | $9.9M | 150k | 65.98 | |
| Arista Networks (ANET) | 3.5 | $6.5M | 27k | 238.94 | |
| Sensata Technolo (ST) | 3.4 | $6.2M | 124k | 50.06 | |
| Booking Holdings (BKNG) | 3.4 | $6.2M | 3.1k | 1962.75 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $4.6M | 3.8k | 1221.05 | |
| Activision Blizzard | 0.6 | $1.1M | 21k | 52.90 |
