Marathon Partners Equity Management, LLC In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Marathon Partners Equity Management, LLC reported 15 stock positions worth $110.2 million . Its top holding was Meta Platforms Class A (META) at 18.9% of the portfolio, followed by Tko (TKO, 18.3% ) and Remitly Global (RELY, 15.8% ). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 4 and reduced 5. The biggest buy was Xometry Class A (XMTR, shares +7% ) and the biggest sale Remitly Global (RELY, shares −3% ).
Location New York, NY
CIK 0001353311
Portfolio Value $110.2M (Q2 2025) Holdings 15 stocks · $110.2M 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 2025 META Meta Platforms Inc. Class A 28,250 $20.9M Reduce -0.9% TKO Tko Group Holdings Inc. 111,000 $20.2M Reduce -2.2% RELY Remitly Global Inc. 925,000 $17.4M Reduce -2.6% UBER Uber Technologies Inc. 167,500 $15.6M Reduce -1.5% XMTR Xometry Inc. Class A 282,500 $9.5M Add +6.6% HSIC Henry Schein Inc. 110,000 $8.0M Add +2.3% ATMU Atmus Filtration Technologie 137,500 $5.0M Reduce -1.8% SXT Sensient Technologies Corp. 42,500 $4.2M Add +10.4% FLUT Flutter Entertainment PLC-Di 9,250 $2.6M No change TPB Turning Point Brands Inc. 25,000 $1.9M Add +11.1% LION Lionsgate Studios Corp. 225,000 $1.3M New EWCZ European Wax Center Inc. Class A 225,000 $1.3M No change PRMB Primo Brands Corp. 37,500 $1.1M No change AMRZ Amrize Ltd. 20,000 $991K New PTON Peloton Interactive Inc. Class A 25,000 $174K New
Options reported separately and not counted above: TKO puts ($3.0M), RELY calls ($1.0M), XMTR calls ($895K).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ RELY Remitly Global Inc. Reduce -2.6% 15.76% −5.04 ATMU Atmus Filtration Technologie Reduce -1.8% 4.54% −0.87 LION Lionsgate Studios Corp. Sold out 0.00% −0.79 TOKE Cambria Cannabis ETF Sold out 0.00% −0.36 GOLD Gold.com Inc. Sold out 0.00% −0.33 MSOS Advisorshares Pure US Cann Sold out 0.00% −0.14 TKO Tko Group Holdings Inc. Reduce -2.2% 18.33% +0.08 UBER Uber Technologies Inc. Reduce -1.5% 14.18% +1.15 META Meta Platforms Inc. Class A Reduce -0.9% 18.92% +1.64
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ XMTR Xometry Inc. Class A Add +6.6% 8.66% +1.71 LION Lionsgate Studios Corp. New 1.19% +1.19 AMRZ Amrize Ltd. New 0.90% +0.90 SXT Sensient Technologies Corp. Add +10.4% 3.80% +0.78 TPB Turning Point Brands Inc. Add +11.1% 1.72% +0.31 PTON Peloton Interactive Inc. Class A New 0.16% +0.16 HSIC Henry Schein Inc. Add +2.3% 7.29% −0.46
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ TKO Tko Group Holdings Inc. put New 16,500 $3.0M META Meta Platforms Inc. Class A put Sold out 2,800 $1.6Mbefore exit UBER Uber Technologies Inc. call Sold out 14,000 $1.0Mbefore exit RELY Remitly Global Inc. call New 54,000 $1.0M XMTR Xometry Inc. Class A call New 26,500 $895K
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