Marathon Partners Equity Management, LLC

Portfolio Overview

Marathon Partners Equity Management, LLC disclosed 17 positions worth $107.2M in its Form 13F-HR for Q2 2026 — $101.5M in common stock plus $5.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $RELY (Remitly Global, Inc.) at 24.7% of the equity portfolio, followed by $TKO and $META. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $GPC and a full exit from $FLUT. The portfolio is most concentrated in Industrials (39.3% of disclosed assets). All figures are sourced directly from Marathon Partners Equity Management, LLC’s Form 13F-HR filing with the SEC under CIK 1353311.

• 

  Remitly Global, Inc.

  $RELY

  72.3#151

  Quality

  $25.0M1,117,000 sh
• 

  TKO Group Holdings, Inc.

  $TKO

  67.9#328

  Quality

  $14.4M71,500 sh
• 

  Meta Platforms, Inc.

  $META

  79.6#34

  Quality

  $14.1M25,000 sh
• 

  Xometry, Inc.

  $XMTR

  48.1

  Quality

  $10.9M113,000 sh
• 

  Uber Technologies, Inc

  $UBER

  73.3

  Quality

  $10.7M148,500 sh
• 

  COHEN & STEERS, INC.

  $CNS

  63.7

  Quality

  $7.6M100,000 sh
• 

  Turning Point Brands, Inc.

  $TPB

  51.6

  Quality

  $4.2M49,500 sh
• 

  Atmus Filtration Technologies Inc.

  $ATMU

  60.5

  Quality

  $3.9M77,000 sh
• 

  GENUINE PARTS CO

  $GPC

  52.4

  Quality

  $3.2M27,500 sh
• 

  Uber Technologies, Inc

  $UBER CALL

  73.3

  Quality

  $2.8M38,500 sh

Company	Quality	Value	Shares
Remitly Global, Inc.$RELY	72.3#151	$25.0M	1,117,000
TKO Group Holdings, Inc.$TKO	67.9#328	$14.4M	71,500
Meta Platforms, Inc.$META	79.6#34	$14.1M	25,000
Xometry, Inc.$XMTR	48.1	$10.9M	113,000
Uber Technologies, Inc$UBER	73.3	$10.7M	148,500
COHEN & STEERS, INC.$CNS	63.7	$7.6M	100,000
Turning Point Brands, Inc.$TPB	51.6	$4.2M	49,500
Atmus Filtration Technologies Inc.$ATMU	60.5	$3.9M	77,000
GENUINE PARTS CO$GPC	52.4	$3.2M	27,500
Uber Technologies, Inc$UBERCALL	73.3	$2.8M	38,500

Showing top 10 of 17 holdings.

Full Holdings — Marathon Partners Equity Management, LLC (Q2 2026)

All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$RELY	Remitly Global, Inc.	$25.0M	24.7%	-12%	72.3
2	$TKO	TKO Group Holdings, Inc.	$14.4M	14.2%	-2%	67.9
3	$META	Meta Platforms, Inc.	$14.1M	13.9%	-1%	79.6
4	$XMTR	Xometry, Inc.	$10.9M	10.7%	-2%	48.1
5	$UBER	Uber Technologies, Inc	$10.7M	10.6%	+6%	73.3
6	$CNS	COHEN & STEERS, INC.	$7.6M	7.5%	-13%	63.7
7	$TPB	Turning Point Brands, Inc.	$4.2M	4.1%	+60%	51.6
8	$ATMU	Atmus Filtration Technologies Inc.	$3.9M	3.9%	+3%	60.5
9	$GPC	GENUINE PARTS CO	$3.2M	3.2%	NEW	52.4
10	$UBERCALL	Uber Technologies, Inc	$2.8M	—	NEW	73.3
11	$RELYCALL	Remitly Global, Inc.	$2.1M	—	+143%	72.3
12	$GOOGL	Alphabet Inc.	$2.0M	2.0%	+0%	78.1
13	$FLEX	FLEX LTD.	$2.0M	2.0%	+0%	—
14	$LION	Lionsgate Studios Corp.	$1.9M	1.9%	-43%	43
15	$ATI	ATI INC	$1.2M	1.2%	-66%	62.8
16	$LIONCALL	Lionsgate Studios Corp.	$765,500	—	NEW	43
17	$SANM	SANMINA CORP	$253,080	0.3%	NEW	64