Marlowe Partners as of March 31, 2022
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 8 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation | 20.9 | $28M | 52k | 537.61 | |
| Callaway Golf Company (MODG) | 20.0 | $27M | 1.1M | 23.42 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 19.6 | $26M | 3.0M | 8.65 | |
| Booking Holdings (BKNG) | 14.6 | $20M | 8.3k | 2348.43 | |
| Take-Two Interactive Software (TTWO) | 10.8 | $14M | 94k | 153.74 | |
| salesforce (CRM) | 5.6 | $7.6M | 36k | 212.31 | |
| Freshpet (FRPT) | 4.4 | $5.9M | 58k | 102.63 | |
| Park Hotels & Resorts Inc-wi (PK) | 4.1 | $5.5M | 284k | 19.53 |
