account_balance
Investment manager · 13F filer · SEC CIK 1353311
Marathon Partners Equity Management, LLC
Reported value$102Mas of Jun 30, 2026
Positions14 2 new, 4 sold out
Top 10 weight94.7%RELY alone is 25%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RELYRemitly Global, Inc.
24.7%Trimmed −12%
TKOTKO Group Holdings, Inc.
14.2%Trimmed −2%
METAMeta Platforms, Inc.
13.9%
XMTRXometry, Inc.
10.7%
UBERUber Technologies, Inc
10.6%Added +6%
CNSCohen & Steers, Inc.
7.5%Trimmed −13%
TPBTurning Point Brands, Inc.
4.1%Added +60%
ATMUAtmus Filtration Technologies Inc.
3.9%Added +3%
GPCGenuine Parts Co
3.2%New
GOOGAlphabet Inc.
2.0%
FLEXFlex Ltd.
2.0%
LIONRELYRemitly Global, Inc.
24.7%Trimmed −12%
TKOTKO Group Holdings, Inc.
14.2%−2%
METAMeta Platforms, Inc.
13.9%
XMTRXometry, Inc.
10.7%
UBERUber Technologies, Inc
10.6%+6%
CNSCohen & Steers, Inc.
7.5%
TPB4.1%ATMU3.9%GPC3.2%FLEXLIONBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RELY Remitly Global, Inc. 24.7% Trimmed −12%TKO TKO Group Holdings, Inc. 14.2% Trimmed −2%META Meta Platforms, Inc. 13.9% HeldXMTR Xometry, Inc. 10.7% HeldUBER Uber Technologies, Inc 10.6% Added +6%CNS Cohen & Steers, Inc. 7.5% Trimmed −13%TPB Turning Point Brands, Inc. 4.1% Added +60%ATMU Atmus Filtration Technologies Inc. 3.9% Added +3%GPC Genuine Parts Co 3.2% NewGOOG Alphabet Inc. 2.0% HeldFLEX Flex Ltd. 2.0% HeldLION Lionsgate Studios Corp. 1.9% Trimmed −43%
What changed
Biggest moves since Mar 31, 2026
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