Marathon Partners Equity Management, LLC
Marathon Partners Equity Management, LLC reported 17 holdings worth US$107M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Marathon Partners Equity Management, LLC reported 17 holdings worth US$107M as of Jun 30, 2026. Largest: Remitly Global, Inc., Tko Group Holdings, Inc. and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$107M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Remitly Global, Inc. | 1.12M | US$25M | 23.4% |
| Tko Group Holdings, Inc. | 71,500 | US$14.4M | 13.4% |
| Meta Platforms, Inc. | 25,000 | US$14.1M | 13.1% |
| Xometry, Inc. | 113K | US$10.9M | 10.2% |
| Uber Technologies, Inc. | 149K | US$10.7M | 10.0% |
| Cohen & Steers Inc | 100K | US$7.61M | 7.1% |
| Turning Point Brands, Inc. | 49,500 | US$4.2M | 3.9% |
| Atmus Filtration Technologies Inc. | 77,000 | US$3.93M | 3.7% |
| Genuine Parts Company | 27,500 | US$3.24M | 3.0% |
| Alphabet Inc (google) Class C | 5,685 | US$2.03M | 1.9% |
| Lionsgate Studios Corp | 125K | US$1.91M | 1.8% |
| Ati Inc. | 6,000 | US$1.18M | 1.1% |
| Sanmina Corporation | 1,000 | US$253K | 0.24% |
| Circle Internet Group, Inc. | 0 | US$0 | 0.00% |
| Henry Schein, Inc. | 0 | US$0 | 0.00% |
| Sensient Technologies Corporation | 0 | US$0 | 0.00% |