Marathon Partners Equity Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $70.7 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Remitly Global, Inc. with a value of $19.8M, Meta Platforms, Inc. with a value of $16.4M, Uber Technologies, Inc with a value of $12.4M, Henry Schein Inc with a value of $7.36M, and Xometry, Inc. with a value of $6.6M.

Examining the 13F form we can see an decrease of $18.4M in the current position value, from $89.1M to 70.7M.

Marathon Partners Equity Management, LLC is based out at New York, NY

Below you can find more details about Marathon Partners Equity Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $70.7 Million
Technology: $33.2 Million
Communication Services: $18 Million
Healthcare: $7.36 Million
Industrials: $6.6 Million
Basic Materials: $2.87 Million
Consumer Defensive: $2.23 Million
Financial Services: $317,000
ETFs: $130,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $70.7 Million
  • Prior Value $89.1 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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