Marathon Partners Equity Management, LLC
Net seller this quarter
$107M
14
-$5.95M
89.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RELY | $25M | 23.36% | 0.53% | -12.1% | Q1 2022 |
 TKO | $14.4M | 13.43% | Not reported | -2.1% | Q3 2023 |
 META | $14.1M | 13.14% | Not reported | -1.0% | Q4 2013 |
 XMTR | $10.9M | 10.18% | 0.25% | -1.7% | Q1 2023 |
 UBER | $10.7M | 10.00% | 0.01% | +6.1% | Q4 2019 |
 CNS | $7.61M | 7.11% | 0.19% | -12.7% | Q4 2025 |
 TPB | $4.2M | 3.92% | 0.26% | +59.7% | Q4 2024 |
 ATMU | $3.93M | 3.66% | 0.09% | +2.7% | Q4 2024 |
 GPC | $3.24M | 3.03% | 0.02% | New | Q2 2026 |
 GOOG | $2.03M | 1.90% | Not reported | Not reported | Q4 2015 |
 FLEX | $2.03M | 1.89% | 0.00% | Not reported | Q1 2026 |
 LION | $1.91M | 1.79% | 0.04% | -43.2% | Q1 2025 |
 ATI | $1.18M | 1.10% | 0.00% | -65.7% | Q3 2025 |
 SANM | $253K | 0.24% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| RELY | $19.9M | 22.54% | 0.60% | -5.1% | Q1 2022 |
| TKO | $14.7M | 16.67% | Not reported | -13.1% | Q3 2023 |
| META | $14.4M | 16.36% | Not reported | -9.8% | Q4 2013 |
| UBER | $10.1M | 11.41% | 0.01% | -6.7% | Q4 2019 |
| CNS | $7.16M | 8.11% | 0.22% | +52.7% | Q4 2025 |
| XMTR | $4.7M | 5.32% | 0.25% | Not reported | Q1 2023 |
| ATMU | $4.26M | 4.82% | 0.09% | -6.3% | Q4 2024 |
| TPB | $2.69M | 3.05% | 0.16% | +77.1% | Q4 2024 |
| ATI | $2.55M | 2.88% | 0.01% | -12.5% | Q3 2025 |
| LION | $2.11M | 2.39% | 0.08% | -20.0% | Q1 2025 |
| GOOG | $1.65M | 1.87% | Not reported | Not reported | Q4 2015 |
 FLUT | $1.02M | 1.15% | 0.01% | -39.4% | Q4 2024 |
 HSIC | $921K | 1.04% | 0.01% | -73.7% | Q4 2024 |
| FLEX | $818K | 0.93% | 0.00% | New | Q1 2026 |
 SXT | $432K | 0.49% | 0.01% | -77.8% | Q4 2024 |
 CRCL | $239K | 0.27% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| META | $18.5M | 18.38% | Not reported | Not reported | Q4 2013 |
| RELY | $18.5M | 18.35% | 0.64% | -3.6% | Q1 2022 |
| TKO | $17.6M | 17.46% | Not reported | -23.6% | Q3 2023 |
| UBER | $12.3M | 12.19% | 0.01% | -9.1% | Q4 2019 |
| XMTR | $6.84M | 6.80% | 0.25% | -58.6% | Q1 2023 |
| CNS | $4.71M | 4.68% | 0.15% | New | Q4 2025 |
| ATMU | $4.15M | 4.13% | 0.10% | -28.9% | Q4 2024 |
| HSIC | $3.59M | 3.57% | 0.04% | -38.7% | Q4 2024 |
| FLUT | $3.55M | 3.53% | 0.01% | +20.0% | Q4 2024 |
| LION | $2.51M | 2.50% | 0.09% | +10.0% | Q1 2025 |
| ATI | $2.3M | 2.28% | 0.01% | -27.3% | Q3 2025 |
| SXT | $2.11M | 2.10% | 0.05% | -43.8% | Q4 2024 |
| TPB | $1.9M | 1.89% | 0.09% | -30.0% | Q4 2024 |
| GOOG | $1.8M | 1.79% | Not reported | -30.3% | Q4 2015 |
| EWCZ | $360K | 0.36% | 0.16% | -20.0% | Q4 2024 |
| Q3 2025 | |||||
| RELY | $22.6M | 16.27% | 0.66% | +50.0% | Q1 2022 |
| TKO | $22.2M | 15.98% | Not reported | -0.9% | Q3 2023 |
| META | $20.6M | 14.79% | Not reported | -0.9% | Q4 2013 |
| UBER | $16.2M | 11.63% | 0.01% | -1.5% | Q4 2019 |
| XMTR | $15.1M | 10.87% | 0.60% | -1.8% | Q1 2023 |
| HSIC | $5.14M | 3.70% | 0.07% | -29.6% | Q4 2024 |
| ATMU | $5.07M | 3.65% | 0.14% | -18.2% | Q4 2024 |
| SXT | $3.75M | 2.70% | 0.09% | -5.9% | Q4 2024 |
| FLUT | $3.49M | 2.51% | 0.01% | +48.7% | Q4 2024 |
| TPB | $2.47M | 1.78% | 0.14% | Not reported | Q4 2024 |
| ATI | $2.24M | 1.61% | 0.02% | New | Q3 2025 |
| GOOG | $2.01M | 1.45% | Not reported | Not reported | Q4 2015 |
| LION | $1.73M | 1.24% | 0.09% | +11.1% | Q1 2025 |
 AMRZ | $1.21M | 0.87% | 0.00% | +25.0% | Q2 2025 |
| LNWO | $1.05M | 0.75% | 0.02% | New | Q3 2025 |
| EWCZ | $499K | 0.36% | 0.20% | -44.4% | Q4 2024 |