Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marathon Partners Equity Management, LLC (CIK 1353311) reported $88.3M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RELY ($20.5M, 23.23%), TKO ($14.7M, 16.67%), META ($14.4M, 16.36%), UBER ($10.1M, 11.41%), CNS ($7.2M, 8.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | $20.5M | 23.23% | 1.3M | Trimmed |
| 2 | TKO | TKO GROUP HOLDINGS INC | $14.7M | 16.67% | 73,000 | Trimmed |
| 3 | META | META PLATFORMS INC | $14.4M | 16.36% | 25,250 | Trimmed |
| 4 | UBER | UBER TECHNOLOGIES INC | $10.1M | 11.41% | 140,000 | Trimmed |
| 5 | CNS | COHEN & STEERS INC | $7.2M | 8.11% | 114,500 | Added |
| 6 | XMTR | XOMETRY INC | $4.7M | 5.32% | 115,000 | Hold |
| 7 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $4.3M | 4.82% | 75,000 | Trimmed |
| 8 | TPB | TURNING PT BRANDS INC | $2.7M | 3.05% | 31,000 | Added |
| 9 | ATI | ATI INC | $2.5M | 2.88% | 17,500 | Trimmed |
| 10 | LION | LIONSGATE STUDIOS CORP | $2.1M | 2.39% | 220,000 | Trimmed |
| 11 | GOOG | ALPHABET INC | $1.6M | 1.87% | 5,750 | Hold |
| 12 | FLUT | FLUTTER ENTMT PLC | $1.0M | 1.15% | 10,000 | Trimmed |
| 13 | HSIC | SCHEIN HENRY INC | $921,250 | 1.04% | 12,500 | Trimmed |
| 14 | FLEX | FLEXTRONICS INTL LTD | $818,250 | 0.93% | 12,500 | New |
| 15 | SXT | SENSIENT TECHNOLOGIES CORP | $432,200 | 0.49% | 5,000 | Trimmed |
| 16 | CRCL | CIRCLE INTERNET GROUP INC | $238,525 | 0.27% | 2,500 | New |
| 17 | EWCZ | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31