Marlowe Partners as of March 31, 2020
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 12.8 | $19M | 121k | 156.10 | |
| Lam Research Corporation | 11.2 | $17M | 69k | 239.99 | |
| Activision Blizzard | 10.0 | $15M | 250k | 59.48 | |
| Cyrusone | 9.5 | $14M | 227k | 61.75 | |
| Zoetis Inc Cl A (ZTS) | 7.4 | $11M | 93k | 117.69 | |
| Constellation Brands (STZ) | 6.7 | $9.9M | 69k | 143.36 | |
| Dupont De Nemours (DD) | 5.9 | $8.7M | 257k | 34.10 | |
| Hd Supply | 5.8 | $8.6M | 301k | 28.43 | |
| Kansas City Southern | 5.5 | $8.2M | 64k | 127.18 | |
| Playa Hotels & Resorts Nv (PLYA) | 4.8 | $7.1M | 4.0M | 1.75 | |
| Equinix (EQIX) | 4.7 | $7.0M | 11k | 624.59 | |
| CoreSite Realty | 3.5 | $5.2M | 45k | 115.91 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.5 | $5.2M | 51k | 100.98 | |
| Cbre Group Inc Cl A (CBRE) | 3.4 | $5.0M | 133k | 37.71 | |
| Qts Realty Trust | 2.6 | $3.8M | 66k | 58.00 | |
| Sap (SAP) | 2.1 | $3.1M | 28k | 110.49 | |
| Solarwinds Corp | 0.6 | $825k | 53k | 15.68 |
