Marlowe Partners as of March 31, 2021
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 22.9 | $39M | 65k | 595.24 | |
| Callaway Golf Company (MODG) | 17.0 | $29M | 1.1M | 26.75 | |
| Autodesk (ADSK) | 15.7 | $27M | 96k | 277.15 | |
| Warner Music Group Corp Com Cl A (WMG) | 13.4 | $23M | 660k | 34.33 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 12.4 | $21M | 2.9M | 7.30 | |
| Cyrusone | 7.7 | $13M | 191k | 67.72 | |
| Take-Two Interactive Software (TTWO) | 6.7 | $11M | 64k | 176.70 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.4 | $7.4M | 41k | 179.04 |
