Marlowe Partners as of June 30, 2022
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 23.6 | $23M | 53k | 426.14 | |
| Callaway Golf Company (MODG) | 23.0 | $22M | 1.1M | 20.40 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 22.2 | $21M | 3.1M | 6.87 | |
| Booking Holdings (BKNG) | 12.6 | $12M | 7.0k | 1748.92 | |
| salesforce (CRM) | 6.7 | $6.4M | 39k | 165.03 | |
| Freshpet (FRPT) | 6.0 | $5.7M | 111k | 51.89 | |
| Park Hotels & Resorts Inc-wi (PK) | 5.9 | $5.7M | 417k | 13.57 |
