Marathon Partners Equity Management, LLC 13F Holdings · Q2 2026
Marathon Partners Equity Management, LLC reported 14 securities worth $107.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RELY (25.31%), TKO (13.43%), META (13.14%). Among its top 25 positions this quarter: 2 new, 3 added, 7 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | $27.1M | 25.31% | 1.2M | Trimmed |
| 2 | TKO | TKO GROUP HOLDINGS INC | $14.4M | 13.43% | 71,500 | Trimmed |
| 3 | META | META PLATFORMS INC | $14.1M | 13.14% | 25,000 | Trimmed |
| 4 | UBER | UBER TECHNOLOGIES INC | $13.5M | 12.59% | 187,000 | Added |
| 5 | XMTR | XOMETRY INC | $10.9M | 10.18% | 113,000 | Trimmed |
| 6 | CNS | COHEN & STEERS INC | $7.6M | 7.11% | 100,000 | Trimmed |
| 7 | TPB | TURNING PT BRANDS INC | $4.2M | 3.92% | 49,500 | Added |
| 8 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $3.9M | 3.66% | 77,000 | Added |
| 9 | GPC | GENUINE PARTS CO | $3.2M | 3.03% | 27,500 | New |
| 10 | LION | LIONSGATE STUDIOS CORP | $2.7M | 2.50% | 175,000 | Trimmed |
| 11 | GOOG | ALPHABET INC | $2.0M | 1.90% | 5,750 | Hold |
| 12 | FLEX | FLEX LTD | $2.0M | 1.89% | 12,500 | Hold |
| 13 | ATI | ATI INC | $1.2M | 1.10% | 6,000 | Trimmed |
| 14 | SANM | SANMINA CORP | $253,080 | 0.24% | 1,000 | New |
| 15 | CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | Exited |
| 17 | HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | Exited |
| 18 | SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR