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Marathon Partners Equity Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $107,159,128
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- REMITLY GLOBAL INC · COM · 75960P104 · shares: $25,031,970
- TKO GROUP HOLDINGS INC · CL A · 87256C101 · shares: $14,393,665
- META PLATFORMS INC · CL A · 30303M102 · shares: $14,082,250
- XOMETRY INC · CLASS A COM · 98423F109 · shares: $10,906,760
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $10,715,760
- COHEN & STEERS INC · COM · 19247A100 · shares: $7,614,000
- TURNING PT BRANDS INC · COM · 90041L105 · shares: $4,198,095
- ATMUS FILTRATION TECHNOLOGIE · COM · 04956D107 · shares: $3,926,230
- GENUINE PARTS CO · COM · 372460105 · shares: $3,244,450
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares · CALL: $2,778,160
Reported holdings
17 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| REMITLY GLOBAL INC | COM | 75960P104 | — | 1,117,000 shares | $25,031,970 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 71,500 shares | $14,393,665 |
| META PLATFORMS INC | CL A | 30303M102 | — | 25,000 shares | $14,082,250 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 113,000 shares | $10,906,760 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 148,500 shares | $10,715,760 |
| COHEN & STEERS INC | COM | 19247A100 | — | 100,000 shares | $7,614,000 |
| TURNING PT BRANDS INC | COM | 90041L105 | — | 49,500 shares | $4,198,095 |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | — | 77,000 shares | $3,926,230 |
| GENUINE PARTS CO | COM | 372460105 | — | 27,500 shares | $3,244,450 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | CALL | 38,500 shares | $2,778,160 |
| REMITLY GLOBAL INC | COM | 75960P104 | CALL | 93,500 shares | $2,095,335 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,750 shares | $2,031,648 |
| FLEX LTD | ORD | Y2573F102 | — | 12,500 shares | $2,025,875 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | — | 125,000 shares | $1,913,750 |
| ATI INC | COM | 01741R102 | — | 6,000 shares | $1,182,600 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | CALL | 50,000 shares | $765,500 |
| SANMINA CORP | COM | 801056102 | — | 1,000 shares | $253,080 |