Marlowe Partners LP
- SEC CIK
- 0001624049
- Latest filing
- Nov 13, 2024
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 7
- 0 vs. Q2 2021
- Portfolio value
- $168.0M
- +$14.2M (+9.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CALYCallaway Golf Co | COM | 1,274,112 | $35.2M | 21.0% | +311,675+32.4% | Added | History |
| LRCXLam Research Corp | COM | 58,273 | $33.2M | 19.7% | 00.0% | Unchanged | History |
| WMGWarner Music Group Corp. | COM CL A | 583,049 | $24.9M | 14.8% | 00.0% | Unchanged | History |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 2,674,375 | $22.2M | 13.2% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 9,081 | $21.6M | 12.8% | +5,250+137.0% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 115,676 | $17.8M | 10.6% | +46,337+66.8% | Added | History |
| ADSKAutodesk, Inc. | COM | 46,144 | $13.2M | 7.8% | −28,744−38.4% | Reduced | History |