Marathon Partners·CIK 1353311
18
Positions
$286.4M
Portfolio Value
46
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ELF | 19.62% | $56,211,000 |
| USFD |
18.65% |
| $53,421,000 |
| HDS | 13.18% | $37,743,000 |
| PYPL | 6.69% | $19,152,000 |
| META | 5.77% | $16,517,000 |
| MAC | 5.65% | $16,197,000 |
| GRUBXXXX | 4.94% | $14,163,000 |
| SFLY | 4.40% | $12,604,000 |
| EBAY | 4.34% | $12,419,000 |
| JAX | 3.42% | $9,797,000 |
| ORLY | 2.72% | $7,797,000 |
| INXN | 1.96% | $5,618,000 |
| ULTA | 1.92% | $5,486,000 |
| WWE | 1.91% | $5,462,000 |
| CMCSA | 1.69% | $4,839,000 |
| GOOGL | 1.14% | $3,275,000 |
| QVCGAXXXX | 1.11% | $3,183,000 |
| GOOG | 0.90% | $2,566,000 |