Marathon Partners Equity Management, LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Marathon Partners Equity Management, LLC reported 14 stock positions worth $101.5 million . Its top holding was Remitly Global (RELY) at 24.7% of the portfolio, followed by Tko (TKO, 14.2% ) and Meta Platforms Class A (META, 13.9% ). Compared with Q1 2026, it opened 2 new positions, sold out of 4, added to 3 and reduced 7. The biggest buy was a new position in Genuine Parts (GPC) and the biggest sale Tko (TKO, shares −2% ).
Location New York, NY
CIK 0001353311
Portfolio Value $101.5M (Q2 2026) Holdings 14 stocks · $101.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 RELY Remitly Global Inc. 1,117,000 $25.0M Reduce -12.1% TKO Tko Group Holdings Inc. 71,500 $14.4M Reduce -2.0% META Meta Platforms Inc. Class A 25,000 $14.1M Reduce -1.0% XMTR Xometry Inc. Class A 113,000 $10.9M Reduce -1.7% UBER Uber Technologies Inc. 148,500 $10.7M Add +6.1% CNS Cohen & Steers Inc. 100,000 $7.6M Reduce -12.7% TPB Turning Point Brands Inc. 49,500 $4.2M Add +59.7% ATMU Atmus Filtration Technologie 77,000 $3.9M Add +2.7% GPC Genuine Parts Co. 27,500 $3.2M New GOOG Alphabet Inc. Class C 5,750 $2.0M No change FLEX Flex Ltd. 12,500 $2.0M No change LION Lionsgate Studios Corp. 125,000 $1.9M Reduce -43.2% ATI Ati Inc. 6,000 $1.2M Reduce -65.7% SANM Sanmina Corp. 1,000 $253K New
Options reported separately and not counted above: UBER calls ($2.8M), RELY calls ($2.1M), LION calls ($766K).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ TKO Tko Group Holdings Inc. Reduce -2.0% 14.18% −2.61 META Meta Platforms Inc. Class A Reduce -1.0% 13.87% −2.60 ATI Ati Inc. Reduce -65.7% 1.16% −1.74 FLUT Flutter Entertainment PLC-Di Sold out 0.00% −1.16 HSIC Henry Schein Inc. Sold out 0.00% −1.05 CNS Cohen & Steers Inc. Reduce -12.7% 7.50% −0.67 LION Lionsgate Studios Corp. Reduce -43.2% 1.89% −0.52 SXT Sensient Technologies Corp. Sold out 0.00% −0.49 CRCL Circle Internet Group Inc. Sold out 0.00% −0.27 RELY Remitly Global Inc. Reduce -12.1% 24.66% +1.96 XMTR Xometry Inc. Class A Reduce -1.7% 10.74% +5.39
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ GPC Genuine Parts Co. New 3.20% +3.20 TPB Turning Point Brands Inc. Add +59.7% 4.14% +1.07 SANM Sanmina Corp. New 0.25% +0.25 UBER Uber Technologies Inc. Add +6.1% 10.56% −0.93 ATMU Atmus Filtration Technologie Add +2.7% 3.87% −0.99
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ UBER Uber Technologies Inc. call New 38,500 $2.8M RELY Remitly Global Inc. call Add +142.9% 93,500 $2.1M LION Lionsgate Studios Corp. call New 50,000 $766K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $101.5M RELY, TKO, META, XMTR, UBER Q1 2026 16 $87.7M RELY, TKO, META, UBER, CNS Q4 2025 15 $100.6M META, RELY, TKO, UBER, XMTR Q3 2025 16 $125.3M RELY, TKO, META, UBER, XMTR Q2 2025 15 $110.2M META, TKO, RELY, UBER, XMTR Q1 2025 16 $95.0M RELY, TKO, META, UBER, HSIC Q4 2024 24 $104.0M RELY, META, TKO, XMTR, UBER