Marathon Partners Equity Management, LLC

CIK 0001353311 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Marathon Partners Equity Management, LLC reported 17 positions worth $107.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RELY (23.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$107.2M
2026 Q2
Positions
17
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
90.4%
Est. Net Flow (Q)
2026 Q2
10 / 17 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RELYREMITLY GLOBAL INCSH$25.0M23.36%1,117,000
2TKOTKO GROUP HOLDINGS INCSH$14.4M13.43%71,500
3METAMETA PLATFORMS INCSH$14.1M13.14%25,000
4XMTRXOMETRY INCSH$10.9M10.18%113,000
5UBERUBER TECHNOLOGIES INCSH$10.7M10.00%148,500
6CNSCOHEN & STEERS INCSH$7.6M7.11%100,000
7TPBTURNING PT BRANDS INCSH$4.2M3.92%49,500
8ATMUATMUS FILTRATION TECHNOLOGIESH$3.9M3.66%77,000
9GPCGENUINE PARTS COSH$3.2M3.03%27,500
10UBERUBER TECHNOLOGIES INCCALL$2.8M2.59%38,500

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Marathon Partners Equity Management, LLC hold as of Q2 2026?

Marathon Partners Equity Management, LLC reported 17 positions worth $107.2M in its Q2 2026 13F filing. Largest positions: RELY (23.4%), TKO (13.4%), META (13.1%), XMTR (10.2%) and UBER (10.0%).

What did Marathon Partners Equity Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Marathon Partners Equity Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.