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Marathon Partners Equity Management, LLC

Location
New York, NY
Portfolio Value
Micro $86,633,017
Diversification
Diversified
Filing Date
Global Rank
#5,642 / 8,232 ▲ 44
Top Industry
Software - Infrastructure 24.3%
3Y Alpha vs SPY
-0.7%
Period ended 2 months ago
Filed May 15, 2026 · 30d
22 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+73.4%
SPY
+76.3%
Annualised alpha
-0.7%
Max drawdown
−28.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
23.7%
+5.0 pts
Top 5
77.2%
+2.7 pts
Top 10
96.0%
+2.8 pts
HHI
1,412
Sep 2022 → Mar 2026 · range 1,107 – 1,848
Diversified+108

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 36.2% $31,392,645
Communication Services 33.7% $29,166,732
Financial Services 8.5% $7,400,500
Industrials 8.4% $7,242,150
Consumer Cyclical 6.1% $5,277,250
Consumer Defensive 3.1% $2,690,490
Unclassified 2.4% $2,109,800
Healthcare 1.1% $921,250
Basic Materials 0.5% $432,200

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
2 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
10 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
15 positions · $86,633,017 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History