Filed: 5/15/2026ACC: 0000919574-26-003160
📋 What this filing means
MARATHON PARTNERS EQUITY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $88.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$88.28M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$50.69M57.4%
CL A$29.17M33.0%
CLASS A COM$4.70M5.3%
CAP STK CL C$1.65M1.9%
SHS$1.02M1.2%
ORD$818.3K0.9%
COM CL A$238.5K0.3%
Portfolio Concentration
Top 3$49.67M56.3%
4–10$33.53M38.0%
11–25$5.08M5.8%
Top 3 weight
56.3%
Top 10 weight
94.2%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
2.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
REMITLY GLOBAL INC
DFNDShares1.31M
TypeSH
Market value$20.50M
23.23%
Sole
1.31M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
DFNDShares73K
TypeSH
Market value$14.72M
16.67%
Sole
73K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares25.25K
TypeSH
Market value$14.45M
16.36%
Sole
25.25K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares140K
TypeSH
Market value$10.07M
11.41%
Sole
140K
Shared
0.00
None
0.00
COHEN & STEERS INC
DFNDShares114.50K
TypeSH
Market value$7.16M
8.11%
Sole
114.50K
Shared
0.00
None
0.00
XOMETRY INC
DFNDShares115K
TypeSH
Market value$4.70M
5.32%
Sole
115K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
DFNDShares75K
TypeSH
Market value$4.26M
4.82%
Sole
75K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
DFNDShares31K
TypeSH
Market value$2.69M
3.05%
Sole
31K
Shared
0.00
None
0.00
ATI INC
DFNDShares17.50K
TypeSH
Market value$2.55M
2.88%
Sole
17.50K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
DFNDShares220K
TypeSH
Market value$2.11M
2.39%
Sole
220K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares5.75K
TypeSH
Market value$1.65M
1.87%
Sole
5.75K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares10K
TypeSH
Market value$1.02M
1.15%
Sole
10K
Shared
0.00
None
0.00
SCHEIN HENRY INC
DFNDShares12.50K
TypeSH
Market value$921.3K
1.04%
Sole
12.50K
Shared
0.00
None
0.00
FLEXTRONICS INTL LTD
DFNDShares12.50K
TypeSH
Market value$818.3K
0.93%
Sole
12.50K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
DFNDShares5K
TypeSH
Market value$432.2K
0.49%
Sole
5K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
DFNDShares2.50K
TypeSH
Market value$238.5K
0.27%
Sole
2.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REMITLY GLOBAL INCDFND | COM | 1.31M | SH | $20.50M 23.23% | 1.31M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCDFND | CL A | 73K | SH | $14.72M 16.67% | 73K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 25.25K | SH | $14.45M 16.36% | 25.25K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 140K | SH | $10.07M 11.41% | 140K | 0.00 | 0.00 |
COHEN & STEERS INCDFND | COM | 114.50K | SH | $7.16M 8.11% | 114.50K | 0.00 | 0.00 |
XOMETRY INCDFND | CLASS A COM | 115K | SH | $4.70M 5.32% | 115K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIEDFND | COM | 75K | SH | $4.26M 4.82% | 75K | 0.00 | 0.00 |
TURNING PT BRANDS INCDFND | COM | 31K | SH | $2.69M 3.05% | 31K | 0.00 | 0.00 |
ATI INCDFND | COM | 17.50K | SH | $2.55M 2.88% | 17.50K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPDFND | COM | 220K | SH | $2.11M 2.39% | 220K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 5.75K | SH | $1.65M 1.87% | 5.75K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 10K | SH | $1.02M 1.15% | 10K | 0.00 | 0.00 |
SCHEIN HENRY INCDFND | COM | 12.50K | SH | $921.3K 1.04% | 12.50K | 0.00 | 0.00 |
FLEXTRONICS INTL LTDDFND | ORD | 12.50K | SH | $818.3K 0.93% | 12.50K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPDFND | COM | 5K | SH | $432.2K 0.49% | 5K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCDFND | COM CL A | 2.50K | SH | $238.5K 0.27% | 2.50K | 0.00 | 0.00 |