Notify me when Marlowe Partners LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 8 | $26.1M | +$2.61M | -$8.35M | -$5.74M | FRPT, LRCX, MODG, VLTO, POOL | 13F-HR | 13 Nov 2024, 17:08 |
| Q2 2024 | 8 | $35.6M | +$1.01M | -$3.76M | -$2.74M | FRPT, MODG, LRCX, PLYA, DG | 13F-HR | 01 Aug 2024, 14:41 |
| Q1 2024 | 7 | $38M | $0 | -$5.81M | -$5.81M | MODG, FRPT, LRCX, PLYA, DG | 13F-HR | 14 May 2024, 16:15 |
| Q4 2023 | 8 | $36.8M | +$3.47M | -$5.69M | -$2.22M | LRCX, MODG, FRPT, PLYA, DG | 13F-HR | 13 Feb 2024, 16:29 |
| Q3 2023 | 9 | $32.6M | +$7.27M | -$13.6M | -$6.31M | MODG, LRCX, FRPT, PLYA, EXPE | 13F-HR | 13 Nov 2023, 16:31 |
| Q2 2023 | 7 | $42.8M | -$28M | -$28M | MODG, LRCX, PLYA, BKNG, POOL | 13F-HR | 11 Aug 2023, 16:43 | |
| Q1 2023 | 8 | $73.6M | +$4.05M | -$23.7M | -$19.6M | LRCX, PLYA, MODG, BKNG, POOL | 13F-HR | 12 May 2023, 17:13 |
| Q4 2022 | 7 | $74.3M | +$641K | -$13.8M | -$13.2M | LRCX, PLYA, MODG, BKNG, FRPT | 13F-HR | 13 Feb 2023, 16:08 |
| Q3 2022 | 8 | $83.6M | +$6.72M | -$9.02M | -$2.3M | MODG, PLYA, LRCX, BKNG, FRPT | 13F-HR | 14 Nov 2022, 10:34 |
| Q2 2022 | 7 | $96.4M | +$6.24M | -$3.51M | +$2.72M | LRCX, MODG, PLYA, BKNG, CRM | 13F-HR | 12 Aug 2022, 17:32 |
| Q1 2022 | 8 | $134M | +$16.4M | -$15.3M | +$1.04M | LRCX, MODG, PLYA, BKNG, TTWO | 13F-HR | 13 May 2022, 16:16 |
| Q4 2021 | 9 | $176M | +$18.9M | -$8.21M | +$10.7M | LRCX, MODG, BKNG, PLYA, WMG | 13F-HR | 14 Feb 2022, 11:33 |
| Q3 2021 | 7 | $168M | +$28.2M | -$8.2M | +$20M | MODG, LRCX, WMG, PLYA, BKNG | 13F-HR | 15 Nov 2021, 12:51 |
| Q2 2021 | 7 | $154M | +$9.35M | -$38.6M | -$29.2M | LRCX, MODG, ADSK, WMG, PLYA | 13F-HR | 13 Aug 2021, 16:15 |
| Q1 2021 | 8 | $169M | +$11.2M | -$36.9M | -$25.7M | LRCX, MODG, ADSK, WMG, PLYA | 13F-HR | 14 May 2021, 16:03 |
| Q4 2020 | 13 | $187M | +$36.6M | -$11.5M | +$25.1M | ADSK, LRCX, WMG, PLYA, MODG | 13F-HR | 12 Feb 2021, 14:51 |
| Q3 2020 | 16 | $172M | +$40.9M | -$22.1M | +$18.8M | HDS, ADSK, LRCX, STZ, PLYA | 13F-HR | 13 Nov 2020, 15:22 |
| Q2 2020 | 16 | $168M | +$12.3M | -$26.9M | -$14.6M | ADSK, LRCX, CONE, HDS, STZ | 13F-HR | 13 Aug 2020, 16:47 |
| Q1 2020 | 17 | $148M | +$44.7M | -$8.55M | +$36.1M | ADSK, LRCX, ATVI, CONE, ZTS | 13F-HR | 14 May 2020, 16:17 |
| Q4 2019 | 16 | $193M | +$42.2M | -$27.7M | +$14.5M | PLYA, LRCX, ADSK, JLL, HDS | 13F-HR | 13 Feb 2020, 15:10 |
| Q3 2019 | 14 | $183M | +$78.3M | -$25.2M | +$53.1M | PLYA, HDS, CONE, LRCX, ADSK | 13F-HR | 13 Nov 2019, 15:15 |
| Q2 2019 | 17 | $173M | +$46.6M | -$27M | +$19.6M | LRCX, PLYA, WH, EQIX, ZAYO | 13F-HR | 13 Aug 2019, 16:14 |
| Q1 2019 | 11 | $144M | +$26.5M | -$11.3M | +$15.3M | ZAYO, LRCX, PLYA, WH, EQIX | 13F-HR | 14 May 2019, 16:43 |
| Q4 2018 | 9 | $111M | +$29.4M | -$5.43M | +$23.9M | ZAYO, LRCX, PLYA, WH, EQIX | 13F-HR | 13 Feb 2019, 15:44 |
| Q3 2018 | 7 | $139M | +$22.3M | -$9.41M | +$12.8M | LRCX, PLYA, ZAYO, ADI, CARS | 13F-HR | 13 Nov 2018, 15:14 |
| Q2 2018 | 7 | $135M | +$38.4M | -$1.22M | +$37.2M | PLYA, ZAYO, LRCX, CARS, ADI | 13F-HR | 13 Aug 2018, 16:11 |
| Q1 2018 | 5 | $96M | +$27.2M | -$2.87M | +$24.3M | PLYA, ZAYO, CARS, LRCX, ADI | 13F-HR | 14 May 2018, 16:22 |
| Q4 2017 | 6 | $107M | +$3.56M | -$16.6M | -$13M | PLYA, BUFF, CARS, ZAYO, NTCT | 13F-HR | 13 Feb 2018, 15:39 |
| Q3 2017 | 9 | $145M | +$27.7M | -$10.1M | +$17.6M | BUFF, PLYA, ZAYO, CARS, KSU | 13F-HR | 13 Nov 2017, 16:06 |
| Q2 2017 | 11 | $161M | +$70.3M | -$47.5M | +$22.8M | PLYA, ZAYO, CARS, KSU, ZTS | 13F-HR | 11 Aug 2017, 16:05 |
| Q1 2017 | 9 | $236M | +$31.5M | -$22.7M | +$8.76M | SPY, ZAYO, ZTS, PLYA, CBRE | 13F-HR | 12 May 2017, 16:16 |
| Q4 2016 | 12 | $254M | +$124M | -$5.42M | +$118M | SPY, ZAYO, ZTS, MSI, CBRE | 13F-HR | 13 Feb 2017, 15:04 |
| Q3 2016 | 10 | $137M | +$24.7M | -$14.2M | +$10.5M | ZAYO, ZTS, MSI, STXXXX, SERV | 13F-HR | 10 Nov 2016, 15:04 |
| Q2 2016 | 8 | $124M | +$24.2M | -$12.6M | +$11.6M | ZAYO, ZTS, MSI, STXXXX, EBAY | 13F-HR | 12 Aug 2016, 16:08 |
| Q1 2016 | 7 | $217M | +$118M | -$16.2M | +$102M | SPY, ZTS, ZAYO, MSI, EBAY | 13F-HR | 13 May 2016, 16:17 |
| Q4 2015 | 9 | $210M | +$82.5M | -$23.2M | +$59.3M | SPY, ZAYO, ZTS, MSI, IMS | 13F-HR | 12 Feb 2016, 13:35 |
| Q3 2015 | 11 | $152M | +$50.3M | -$15.9M | +$34.4M | ZTS, MSI, ZAYO, IMS, EBAY | 13F-HR | 16 Nov 2015, 11:01 |
| Q2 2015 | 13 | $139M | +$39.8M | -$13.1M | +$26.7M | MSI, ZTS, ZAYO, CST, NWS | 13F-HR | 14 Aug 2015, 12:07 |
| Q1 2015 | 18 | $236M | +$90.2M | -$7.3M | +$82.9M | SPY, ZTS, MSI, NWS, CST | 13F-HR | 15 May 2015, 11:59 |
| Q4 2014 | 12 | $158M | SPY, ZTS, CST, NWS, MSI | 13F-HR | 17 Feb 2015, 11:01 |