§ 13F · FUND PROFILE
Marathon Partners Equity Management, LLC.
AUM · $125M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | 1.12M | $25M | 23.4% | −7% |
| 2 | TKO | TKO GROUP HOLDINGS INC | 72K | $14M | 13.4% | −2% |
| 3 | META | META PLATFORMS INC | 25K | $14M | 13.1% | −1% |
| 4 | XMTR | XOMETRY INC | 113K | $11M | 10.2% | −2% |
| 5 | UBER | UBER TECHNOLOGIES INC | 149K | $11M | 10.0% | +34% |
| 6 | CNS | COHEN & STEERS INC | 100K | $8M | 7.1% | −13% |
| 7 | TPB | TURNING PT BRANDS INC | 50K | $4M | 3.9% | +60% |
| 8 | ATMU | ATMUS FILTRATION TECHNOLOGIE | 77K | $4M | 3.7% | +3% |
| 9 | GPC | GENUINE PARTS CO | 28K | $3M | 3.0% | NEW |
| 10 | UBER | UBER TECHNOLOGIES INC | 39K | $3M | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARATHON SIGNAL
AC read
Marathon Partners Equity Management, LLC is a Other fund managing $125 million in assets. The fund runs a focused portfolio of just 16 positions.
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