Marathon Partners Equity Management, LLC
CIK 0001353311 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
RELY
REMITLY GLOBAL INC
23.4%
TKO
TKO GROUP HOLDINGS INC
13.4%
META
META PLATFORMS INC
13.1%
XMTR
XOMETRY INC
10.2%
UBER
UBER TECHNOLOGIES INC
10.0%
CNS
COHEN & STEERS INC
7.1%
TPB
TURNING PT BRANDS INC
3.9%
ATMU
ATMUS FILTRATION TECHNOLOGIE
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.