Filed: 8/14/2026ACC: 0000919574-26-005181
📋 What this filing means
MARATHON PARTNERS EQUITY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $107.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$107.16M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
COM$63.72M59.5%
CL A$28.48M26.6%
CLASS A COM$10.91M10.2%
CAP STK CL C$2.03M1.9%
ORD$2.03M1.9%
Portfolio Concentration
Top 3$55.60M51.9%
4–10$46.06M43.0%
11–25$5.49M5.1%
Top 3 weight
51.9%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Sole
Full voting authority
2.06M
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
Other14
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
REMITLY GLOBAL INC
DFNDShares1.21M
TypeSH
Market value$27.13M
25.31%
Sole
1.21M
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
DFNDShares71.50K
TypeSH
Market value$14.39M
13.43%
Sole
71.50K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares25K
TypeSH
Market value$14.08M
13.14%
Sole
25K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares187K
TypeSH
Market value$13.49M
12.59%
Sole
187K
Shared
0.00
None
0.00
XOMETRY INC
DFNDShares113K
TypeSH
Market value$10.91M
10.18%
Sole
113K
Shared
0.00
None
0.00
COHEN & STEERS INC
DFNDShares100K
TypeSH
Market value$7.61M
7.11%
Sole
100K
Shared
0.00
None
0.00
TURNING PT BRANDS INC
DFNDShares49.50K
TypeSH
Market value$4.20M
3.92%
Sole
49.50K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIE
DFNDShares77K
TypeSH
Market value$3.93M
3.66%
Sole
77K
Shared
0.00
None
0.00
GENUINE PARTS CO
DFNDShares27.50K
TypeSH
Market value$3.24M
3.03%
Sole
27.50K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
DFNDShares175K
TypeSH
Market value$2.68M
2.50%
Sole
175K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares5.75K
TypeSH
Market value$2.03M
1.90%
Sole
5.75K
Shared
0.00
None
0.00
FLEX LTD
DFNDShares12.50K
TypeSH
Market value$2.03M
1.89%
Sole
12.50K
Shared
0.00
None
0.00
ATI INC
DFNDShares6K
TypeSH
Market value$1.18M
1.10%
Sole
6K
Shared
0.00
None
0.00
SANMINA CORP
DFNDShares1K
TypeSH
Market value$253.1K
0.24%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REMITLY GLOBAL INCDFND | COM | 1.21M | SH | $27.13M 25.31% | 1.21M | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCDFND | CL A | 71.50K | SH | $14.39M 13.43% | 71.50K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 25K | SH | $14.08M 13.14% | 25K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 187K | SH | $13.49M 12.59% | 187K | 0.00 | 0.00 |
XOMETRY INCDFND | CLASS A COM | 113K | SH | $10.91M 10.18% | 113K | 0.00 | 0.00 |
COHEN & STEERS INCDFND | COM | 100K | SH | $7.61M 7.11% | 100K | 0.00 | 0.00 |
TURNING PT BRANDS INCDFND | COM | 49.50K | SH | $4.20M 3.92% | 49.50K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIEDFND | COM | 77K | SH | $3.93M 3.66% | 77K | 0.00 | 0.00 |
GENUINE PARTS CODFND | COM | 27.50K | SH | $3.24M 3.03% | 27.50K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPDFND | COM | 175K | SH | $2.68M 2.50% | 175K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 5.75K | SH | $2.03M 1.90% | 5.75K | 0.00 | 0.00 |
FLEX LTDDFND | ORD | 12.50K | SH | $2.03M 1.89% | 12.50K | 0.00 | 0.00 |
ATI INCDFND | COM | 6K | SH | $1.18M 1.10% | 6K | 0.00 | 0.00 |
SANMINA CORPDFND | COM | 1K | SH | $253.1K 0.24% | 1K | 0.00 | 0.00 |