Marathon Partners Equity Management, LLC
New York NY · SEC CIK 0001353311
$1.07亿2026Q2 申报市值
17持仓数
90.4%前十大占比 · 第一大 23.4%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GPC 新建仓+$324.44万
TPB 加仓+$156.90万
UBER 加仓+$61.34万
SANM 新建仓+$25.31万
ATMU 加仓+$10.20万
2026Q2 卖出最多 按季末市值估算
RELY 减仓-$342.87万
ATI 减仓-$226.66万
LION 减仓-$145.44万
CNS 减仓-$110.40万
FLUT 清仓-$101.95万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$101.95万 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$92.12万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$43.22万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$23.85万 | 清仓 |
| SANM | SANMINA CORP | $25.31万 | 0.24% | 1,000 | 1,000 | — | $25.31万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP 看涨期权 | $76.55万 | 0.71% | 50,000 | 50,000 | — | $76.55万 | 新建仓 |
| ATI | ATI INC | $118.26万 | 1.10% | 6,000 | -11,500 | -65.7% | -$226.66万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $191.38万 | 1.79% | 125,000 | -95,000 | -43.2% | -$145.44万 | 减仓 |
| FLEX | FLEX LTD | $202.59万 | 1.89% | 12,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $203.16万 | 1.90% | 5,750 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC 看涨期权 | $209.53万 | 1.96% | 93,500 | 55,000 | 142.9% | $123.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $277.82万 | 2.59% | 38,500 | 38,500 | — | $277.82万 | 新建仓 |
| GPC | GENUINE PARTS CO | $324.44万 | 3.03% | 27,500 | 27,500 | — | $324.44万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $392.62万 | 3.66% | 77,000 | 2,000 | 2.7% | $10.20万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $419.81万 | 3.92% | 49,500 | 18,500 | 59.7% | $156.90万 | 加仓 |
| CNS | COHEN & STEERS INC | $761.40万 | 7.11% | 100,000 | -14,500 | -12.7% | -$110.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,071.58万 | 10.00% | 148,500 | 8,500 | 6.1% | $61.34万 | 加仓 |
| XMTR | XOMETRY INC | $1,090.68万 | 10.18% | 113,000 | -2,000 | -1.7% | -$19.30万 | 减仓 |
| META | META PLATFORMS INC | $1,408.22万 | 13.14% | 25,000 | -250 | -1.0% | -$14.08万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,439.37万 | 13.43% | 71,500 | -1,500 | -2.1% | -$30.20万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $2,503.20万 | 23.36% | 1,117,000 | -153,000 | -12.0% | -$342.87万 | 减仓 |