Marathon Partners Equity Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$88.3M
Q ending 2026-03-31
Prior quarter
$100.6M
Q ending 2025-12-31
Change
-12.2% QoQ · -9.6% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Remitly Global Inc | RELY | Shares | $19.9M | 1.3M |
| Tko Group Holdings Inc | TKO | Shares | $14.7M | 73K |
| Meta Platforms Inc | META | Shares | $14.4M | 25K |
| Uber Technologies Inc | UBER | Shares | $10.1M | 140K |
| Cohen & Steers Inc | CNS | Shares | $7.2M | 115K |
| Xometry Inc | XMTR | Shares | $4.7M | 115K |
| Atmus Filtration Technologie | ATMU | Shares | $4.3M | 75K |
| Turning Pt Brands Inc | TPB | Shares | $2.7M | 31K |
| Ati Inc | ATI | Shares | $2.5M | 18K |
| Lionsgate Studios Corp | LION | Shares | $2.1M | 220K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Flutter Entmt Plc | Shares | $1.0M | 10K | |
| Schein Henry Inc | HSIC | Shares | $921K | 13K |
| Flextronics Intl Ltd | Shares | $818K | 13K | |
| Remitly Global Inc | RELY | Call | $603K | 39K |
| Sensient Technologies Corp | SXT | Shares | $432K | 5K |
| Circle Internet Group Inc | CRCL | Shares | $239K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.