Marlowe Partners as of June 30, 2021
Portfolio Holdings for Marlowe Partners
Marlowe Partners holds 7 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 24.7 | $38M | 58k | 650.70 | |
| Callaway Golf Company (MODG) | 21.1 | $33M | 962k | 33.73 | |
| Autodesk (ADSK) | 14.2 | $22M | 75k | 291.90 | |
| Warner Music Group Corp Com Cl A (WMG) | 13.7 | $21M | 583k | 36.04 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 12.9 | $20M | 2.7M | 7.43 | |
| Take-Two Interactive Software (TTWO) | 8.0 | $12M | 69k | 177.01 | |
| Booking Holdings (BKNG) | 5.5 | $8.4M | 3.8k | 2188.20 |
