MARLOWE PARTNERS LP Holdings
MARLOWE PARTNERS LP is an investment fund managing more than 83.6M US dollars. The largest holdings include Topgolf Callaway Brands Corp., Playa Hotels & Resorts N.V. and Lam Research. In Q3 2022 the fund bought assets of total value of 5.56M US dollars and sold assets of total value of 18.31M US dollars.
MARLOWE PARTNERS LP portfolio value:
MARLOWE PARTNERS LP quarter portfolio value change:
MARLOWE PARTNERS LP 1 year portfolio value change:
MARLOWE PARTNERS LP 3 years portfolio value change:
MARLOWE PARTNERS LP 5 years portfolio value change:
MARLOWE PARTNERS LP portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2016 | 7292000 | 27238000 |
| Q2 2016 | 27465000 | 9861000 |
| Q3 2016 | 21273000 | 13589000 |
| Q4 2016 | 35363000 | 3160000 |
| Q1 2017 | 30799000 | 55220000 |
| Q2 2017 | 74026000 | 52881000 |
| Q3 2017 | 30299000 | 45827000 |
| Q4 2017 | 5394000 | 43786000 |
| Q1 2018 | 25744000 | 36804000 |
| Q2 2018 | 38657000 | 502000 |
| Q3 2018 | 15281000 | 9924000 |
| Q4 2018 | 9468000 | 37517000 |
| Q1 2019 | 28620000 | 3130000 |
| Q2 2019 | 47834000 | 23424000 |
| Q3 2019 | 82857000 | 72945000 |
| Q4 2019 | 44432000 | 35327000 |
| Q1 2020 | 8286000 | 50840000 |
| Q2 2020 | 16825000 | 16605000 |
| Q3 2020 | 43681000 | 39844000 |
| Q4 2020 | 41942000 | 18414000 |
| Q1 2021 | 10776000 | 31139000 |
| Q2 2021 | 9370000 | 24581000 |
| Q3 2021 | 21463000 | 8701000 |
| Q4 2021 | 27029000 | 18622000 |
| Q1 2022 | 14913000 | 57330000 |
| Q2 2022 | -11271000 | 26366000 |
| Q3 2022 | 5557000 | 18305000 |
MARLOWE PARTNERS LP 13F holdings
| Stock |
|---|
| Portfolio share: 21.90% Portfolio value: 18.31M Avg. open price: N/A Current price: $21.55 P/L: N/A Sold -12.52% shares Q3 2022 |
| Portfolio share: 20.75% Portfolio value: 17.35M Avg. open price: $8.98 Current price: $6.03 P/L: -32.85% Sold -4.33% shares Q3 2022 |
| Portfolio share: 20.46% Portfolio value: 17.10M Avg. open price: $180.68 Current price: $452.6 P/L: +150.49% Sold -12.52% shares Q3 2022 |
| Portfolio share: 11.96% Portfolio value: 10.00M Avg. open price: $2,119.59 Current price: $2,056.52 P/L: -2.98% Sold -12.52% shares Q3 2022 |
| Portfolio share: 8.07% Portfolio value: 6.74M Avg. open price: $89.28 Current price: $60.82 P/L: -31.88% Bought +21.76% shares Q3 2022 |
| Portfolio share: 6.13% Portfolio value: 5.12M Avg. open price: N/A Current price: $320.11 P/L: N/A N/A Q3 2022 |
| Portfolio share: 6.08% Portfolio value: 5.08M Avg. open price: $18.61 Current price: $12.03 P/L: -35.36% Bought +8.33% shares Q3 2022 |
| Portfolio share: 4.64% Portfolio value: 3.88M Avg. open price: $212.32 Current price: $133.93 P/L: -36.92% Sold -30.87% shares Q3 2022 |
Showing TOP 8 MARLOWE PARTNERS LP's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of MARLOWE PARTNERS LP?
The biggest position of the MARLOWE PARTNERS LP is Topgolf Callaway Brands Corp. (MODG) with 21.9% portfolio share worth of 18.31M US dollars.
Top 5 MARLOWE PARTNERS LP's holdings represent 83.15% of the portfolio:
- Topgolf Callaway Brands Corp. (MODG) – 21.9%
- Playa Hotels & Resorts N.V. (PLYA) – 20.75%
- Lam Research Corporation (LRCX) – 20.46%
- Booking Holdings Inc. (BKNG) – 11.96%
- Freshpet, Inc. (FRPT) – 8.07%
Who is the portfolio manager of MARLOWE PARTNERS LP?
The portfolio manager of the MARLOWE PARTNERS LP is .
What is the total asset value of the MARLOWE PARTNERS LP portfolio?
MARLOWE PARTNERS LP total asset value (portfolio value) is 83.6M US dollars.
Who is ?
is the portfolio manager of the MARLOWE PARTNERS LP.
What is (MARLOWE PARTNERS LP) fund performance?
MARLOWE PARTNERS LP's quarterly performance is -10.85%, annualy -27.96%. In the past 3 years, the value of 's portfolio has increased by +15%. In the past 5 years, the value of the portfolio has increased by +35%.
What is the MARLOWE PARTNERS LP CIK?
MARLOWE PARTNERS LP's Central Index Key is 0001624049 .