本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Marlowe Partners LP (CIK 1624049) reported $26.1M across 8 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: FRPT ($10.4M, 39.82%), LRCX ($6.8M, 26.17%), CALY ($2.4M, 9.06%), VLTO ($1.8M, 6.82%), POOL ($1.7M, 6.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FRPT | FRESHPET INC | $10.4M | 39.82% | 76,003 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $6.8M | 26.17% | 8,373 | Added |
| 3 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $2.4M | 9.06% | 215,528 | Trimmed |
| 4 | VLTO | VERALTO CORP | $1.8M | 6.82% | 15,919 | Hold |
| 5 | POOL | POOL CORP | $1.7M | 6.65% | 4,610 | Added |
| 6 | PLYA | PLAYA HOTELS & RESORTS NV | $1.4M | 5.31% | 178,919 | Trimmed |
| 7 | SOLV | SOLVENTUM CORP | $1.1M | 4.20% | 15,743 | New |
| 8 | RTO | RENTOKIL INITIAL PLC | $510,666 | 1.96% | 20,484 | Hold |
| 9 | DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-09-30