🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Marlowe Partners Lp 13F Filings, Portfolio & Analysis

CIK: 0001624049
New York 660 Madison Avenue 18Th Floor
Zip Code: 10065
Latest Portfolio Value
$26.11 M
-26.64%
Total Holdings
8
0
Latest Report Date
Q3 2024
Top 10 Concentration
100.00%

Marlowe Partners Lp — Portfolio Overview & Company Profile

Marlowe Partners Lp (CIK: 0001624049) is a financial institution headquartered at 660 Madison Avenue, 18Th Floor, New York, New York 10065. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2024-09-30), the institution manages a portfolio valued at $26,107,102, comprising 8 distinct securities. Over its filing history, it has submitted 40 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2024 — Top-10 concentration: 100.0%. Quarterly turnover: 8.5%. ▲ 1 new, +3 added, −2 reduced, ×1 exited.

Portfolio Summary (Q3 2024)

Top Buys

Q3 2024
+$529,436.65
4. Lam Research
+$489,648.01

Top Sells

Q3 2024
3. Playa Hotels Resorts Nv
−$2.03 M

Asset Allocation

Stocks/ETFs
-26.64%
$26.11 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2024)

Name Shares Market Value Weight Change Activity
76,003 $10.39 M 39.82% ▲ 3,871 Add 5.4%
Lam Research
N/A
8,373 $6.83 M 26.17% ▲ 600 Add 7.7%
215,528 $2.37 M 9.06% ▼ 351,445 Reduce -62.0%
15,919 $1.78 M 6.82%
4,610 $1.74 M 6.65% ▲ 1,310 Add 39.7%
Playa Hotels Resorts Nv
N/A
178,919 $1.39 M 5.31% ▼ 262,396 Reduce -59.5%
15,743 $1.1 M 4.20% ▲ 15,743 New Buy
20,484 $510,666 1.96%

Historical Portfolio Charts