Marlowe Partners as of Sept. 30, 2021
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 21.0 | $35M | 1.3M | 27.63 | |
| Lam Research Corporation (LRCX) | 19.7 | $33M | 58k | 569.15 | |
| Warner Music Group Corp Com Cl A (WMG) | 14.8 | $25M | 583k | 42.74 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 13.2 | $22M | 2.7M | 8.29 | |
| Booking Holdings (BKNG) | 12.8 | $22M | 9.1k | 2373.86 | |
| Take-Two Interactive Software (TTWO) | 10.6 | $18M | 116k | 154.07 | |
| Autodesk (ADSK) | 7.8 | $13M | 46k | 285.17 |
