Marlowe Partners as of June 30, 2020
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 16 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 17.2 | $29M | 121k | 239.19 | |
| Lam Research Corporation | 13.3 | $22M | 69k | 323.45 | |
| Cyrusone | 10.4 | $18M | 240k | 72.75 | |
| Hd Supply | 8.1 | $14M | 392k | 34.65 | |
| Constellation Brands Cl A (STZ) | 7.2 | $12M | 69k | 174.96 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 6.9 | $12M | 3.2M | 3.62 | |
| Activision Blizzard | 6.1 | $10M | 134k | 75.90 | |
| Kansas City Southern Com New | 5.7 | $9.6M | 64k | 149.29 | |
| Dupont De Nemours (DD) | 5.2 | $8.8M | 166k | 53.13 | |
| Zoetis Cl A (ZTS) | 5.0 | $8.5M | 62k | 137.03 | |
| Equinix (EQIX) | 4.7 | $7.9M | 11k | 702.28 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.4 | $7.3M | 71k | 103.46 | |
| Take-Two Interactive Software (TTWO) | 2.5 | $4.1M | 30k | 139.58 | |
| Cbre Group Cl A (CBRE) | 1.8 | $3.0M | 67k | 45.22 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.2 | $2.0M | 68k | 29.50 | |
| Sap Se Spon Adr (SAP) | 0.5 | $862k | 6.2k | 139.94 |
