Institutional Fund
Marathon Partners Equity Management, LLC
New York, NYCIK 13533115 filings on record
Portfolio Value
$87.68M
Q1 2026
Holdings
16
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-12.8%
from $100.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Remitly Global Inc22.7%
- Tko Group Holdings Inc16.8%
- Meta Platforms Inc16.5%
- Uber Technologies Inc11.5%
- Cohen & Steers Inc8.2%
- Xometry Inc5.4%
- Other19.0%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Remitly Global Inc | 1.27M | $19.90M | 22.7% | −67.5K | Reduced |
| 2 | Tko Group Holdings Inc | 73.0K | $14.72M | 16.8% | −11.0K | Reduced |
| 3 | Meta Platforms Inc | 25.3K | $14.45M | 16.5% | −2.8K | Reduced |
| 4 | Uber Technologies Inc | 140.0K | $10.07M | 11.5% | −10.0K | Reduced |
| 5 | Cohen & Steers Inc | 114.5K | $7.16M | 8.2% | +39.5K | Added |
| 6 | Xometry Inc | 115.0K | $4.70M | 5.4% | 0 | Held |
| 7 | Atmus Filtration Technologie | 75.0K | $4.26M | 4.9% | −5.0K | Reduced |
| 8 | Turning Pt Brands Inc | 31.0K | $2.69M | 3.1% | +13.5K | Added |
| 9 | Ati Inc | 17.5K | $2.55M | 2.9% | −2.5K | Reduced |
| 10 | Lionsgate Studios Corp | 220.0K | $2.11M | 2.4% | −55.0K | Reduced |
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