Marathon Partners Equity Management, LLC — 13F holdings

Marathon Partners Equity Management, LLC reported 17 holdings worth $107M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RELY REMITLY GLOBAL INC — $27.1M (25.3%)
2. TKO TKO GROUP HOLDINGS INC — $14.4M (13.4%)
3. META META PLATFORMS INC — $14.1M (13.1%)
4. UBER UBER TECHNOLOGIES INC — $13.5M (12.6%)
5. XMTR XOMETRY INC — $10.9M (10.2%)
6. CNS COHEN & STEERS INC — $7.61M (7.1%)
7. TPB TURNING PT BRANDS INC — $4.20M (3.9%)
8. ATMU ATMUS FILTRATION TECHNOLOGIE — $3.93M (3.7%)
9. GPC GENUINE PARTS CO — $3.24M (3.0%)
10. LION LIONSGATE STUDIOS CORP — $2.68M (2.5%)