Marlowe Partners LP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$35.6M
Signature - Title
William Vernon - Chief Operating Officer
Location
915 Broadway, 18 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 8 $35.6M +$1.01M -$3.76M -$2.74M FRPT, MODG, LRCX, PLYA, DG 13F-HR 8/1/2024, 02:41 PM
Q1 2024 7 $38M $0 -$5.81M -$5.81M MODG, FRPT, LRCX, PLYA, DG 13F-HR 5/14/2024, 04:15 PM
Q4 2023 8 $36.8M +$3.47M -$5.69M -$2.22M LRCX, MODG, FRPT, PLYA, DG 13F-HR 2/13/2024, 04:29 PM
Q3 2023 6 $32.6M +$7.27M -$13.6M -$6.31M MODG, LRCX, FRPT, PLYA, EXPE 13F-HR 11/13/2023, 04:31 PM
Q2 2023 7 $42.8M $0 -$31.6M -$31.6M MODG, LRCX, PLYA, BKNG, POOL 13F-HR 8/11/2023, 04:43 PM
Q1 2023 8 $73.6M +$4.05M -$23.7M -$19.6M LRCX, PLYA, MODG, BKNG, POOL 13F-HR 5/12/2023, 05:13 PM
Q4 2022 7 $74.3M +$641K -$17.7M -$17M LRCX, PLYA, MODG, BKNG, FRPT 13F-HR 2/13/2023, 05:08 PM
Q3 2022 8 $83.6M +$6.72M -$9.02M -$2.3M MODG, PLYA, LRCX, BKNG, FRPT 13F-HR 11/14/2022, 11:34 AM
Q2 2022 7 $96.4M +$6.24M -$17.9M -$11.7M LRCX, MODG, PLYA, BKNG, CRM 13F-HR 8/12/2022, 05:32 PM
Q1 2022 8 $134M +$16.4M -$42.9M -$26.5M LRCX, MODG, PLYA, BKNG, TTWO 13F-HR 5/13/2022, 04:16 PM
Q4 2021 9 $176M +$18.9M -$21.4M -$2.48M LRCX, MODG, BKNG, PLYA, WMG 13F-HR 2/14/2022, 12:33 PM
Q3 2021 7 $168M +$28.2M -$8.2M +$20M MODG, LRCX, WMG, PLYA, BKNG 13F-HR 11/15/2021, 12:51 PM
Q2 2021 7 $154M +$9.35M -$38.6M -$29.2M LRCX, MODG, ADSK, WMG, PLYA 13F-HR 8/13/2021, 04:15 PM
Q1 2021 8 $169M +$11.2M -$36.9M -$25.7M LRCX, MODG, ADSK, WMG, PLYA 13F-HR 5/14/2021, 04:03 PM
Q4 2020 13 $187M +$36.6M -$60.2M -$23.5M ADSK, LRCX, WMG, PLYA, MODG 13F-HR 2/12/2021, 03:51 PM
Q3 2020 16 $172M +$40.9M -$44.7M -$3.72M HDS, ADSK, LRCX, STZ, PLYA 13F-HR 11/13/2020, 04:22 PM
Q2 2020 16 $168M +$12.3M -$36.8M -$24.4M ADSK, LRCX, CONE, HDS, STZ 13F-HR 8/13/2020, 04:47 PM
Q1 2020 17 $148M +$44.7M -$36.6M +$8.08M ADSK, LRCX, ATVI, CONE, ZTS 13F-HR 5/14/2020, 04:17 PM
Q4 2019 16 $193M +$42.2M -$50.3M -$8.06M PLYA, LRCX, ADSK, JLL, HDS 13F-HR 2/13/2020, 04:10 PM
Q3 2019 14 $183M +$78.3M -$80.4M -$2.11M PLYA, HDS, CONE, LRCX, ADSK 13F-HR 11/13/2019, 04:15 PM
Q2 2019 17 $173M +$46.6M -$30.3M +$16.3M LRCX, PLYA, WH, EQIX, ZAYO 13F-HR 8/13/2019, 04:14 PM
Q1 2019 11 $144M +$26.5M -$16.2M +$10.3M ZAYO, LRCX, PLYA, WH, EQIX 13F-HR 5/14/2019, 04:43 PM
Q4 2018 9 $111M +$29.4M -$33.9M -$4.5M ZAYO, LRCX, PLYA, WH, EQIX 13F-HR 2/13/2019, 04:44 PM
Q3 2018 7 $139M +$22.3M -$9.41M +$12.8M LRCX, PLYA, ZAYO, ADI, CARS 13F-HR 11/13/2018, 04:14 PM
Q2 2018 7 $135M +$38.4M -$1.22M +$37.2M PLYA, ZAYO, LRCX, CARS, ADI 13F-HR 8/13/2018, 04:11 PM
Q1 2018 5 $96M +$27.2M -$34.7M -$7.49M PLYA, ZAYO, CARS, LRCX, ADI 13F-HR 5/14/2018, 04:22 PM
Q4 2017 6 $107M +$3.56M -$51.5M -$47.9M PLYA, BUFF, CARS, ZAYO, NTCT 13F-HR 2/13/2018, 04:39 PM
Q3 2017 9 $145M +$27.7M -$45.4M -$17.6M BUFF, PLYA, ZAYO, CARS, KSU 13F-HR 11/13/2017, 05:06 PM
Q2 2017 11 $161M +$70.3M -$57.5M +$12.8M PLYA, ZAYO, CARS, KSU, ZTS 13F-HR 8/11/2017, 04:05 PM
Q1 2017 8 $140M +$30.8M -$57.5M -$26.7M ZAYO, ZTS, PLYA, CBRE, PK 13F-HR 5/12/2017, 04:16 PM
Q4 2016 11 $163M +$32.7M -$15.3M +$17.4M ZAYO, ZTS, MSI, CBRE, ST 13F-HR 2/13/2017, 04:04 PM
Q3 2016 10 $137M +$24.7M -$23.1M +$1.57M ZAYO, ZTS, MSI, ST, SERV 13F-HR 11/10/2016, 04:04 PM
Q2 2016 8 $124M +$24.2M -$21.9M +$2.33M ZAYO, ZTS, MSI, ST, EBAY 13F-HR 8/12/2016, 04:08 PM
Q1 2016 6 $114M +$14.9M -$40.7M -$25.8M ZTS, ZAYO, MSI, EBAY, IMS 13F-HR 5/13/2016, 04:17 PM
Q4 2015 8 $145M +$17M -$33.8M -$16.8M ZAYO, ZTS, MSI, IMS, EBAY 13F-HR 2/12/2016, 02:35 PM
Q3 2015 11 $152M +$50.3M -$30.2M +$20.1M ZTS, MSI, ZAYO, IMS, EBAY 13F-HR 11/16/2015, 12:01 PM
Q2 2015 13 $139M +$39.8M -$41.8M -$2.03M MSI, ZTS, ZAYO, CST, NWS 13F-HR 8/14/2015, 12:07 PM
Q1 2015 17 $147M +$56.9M -$15.1M +$41.8M ZTS, MSI, NWS, CST, DNOW 13F-HR 5/15/2015, 11:59 AM
Q4 2014 11 $103M $0 $0 ZTS, CST, NWS, MSI, COTY 13F-HR 2/17/2015, 12:01 PM