HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AUTODESK INC |
120,773 | +10,041 | $18,853 |
| ADSK | 120,773 | +10,041 | $18,853 |
| LAM RESEARCH CORP |
68,931 | -3,911 | $16,543 |
| LRCX | 68,931 | -3,911 | $16,543 |
| ACTIVISION BLIZZARD INC |
249,580 | +53,990 | $14,845 |
| ATVI | 249,580 | +53,990 | $14,845 |
| CYRUSONE INC |
226,474 | +43,509 | $13,985 |
| CONE | 226,474 | +43,509 | $13,985 |
| ZOETIS INC |
92,960 | +92,960 | $10,940 |
| ZTS | 92,960 | +92,960 | $10,940 |
| CONSTELLATION BRANDS INC |
68,794 | +9,077 | $9,862 |
| STZ | 68,794 | +9,077 | $9,862 |
| DUPONT DE NEMOURS INC |
256,516 | +98,078 | $8,747 |
| DD | 256,516 | +98,078 | $8,747 |
| HD SUPPLY HLDGS INC |
300,909 | -16,701 | $8,555 |
| HDS | 300,909 | -16,701 | $8,555 |
| KANSAS CITY SOUTHERN |
64,366 | -12,048 | $8,186 |
| KSU | 64,366 | -12,048 | $8,186 |
| PLAYA HOTELS & RESORTS NV |
4,044,962 | +264,335 | $7,079 |
| PLYA | 4,044,962 | +264,335 | $7,079 |
| EQUINIX INC |
11,185 | +11,185 | $6,986 |
| EQIX | 11,185 | +11,185 | $6,986 |
| CORESITE RLTY CORP |
44,846 | +44,846 | $5,198 |
| COR | 44,846 | +44,846 | $5,198 |
| JONES LANG LASALLE INC |
51,100 | -48,432 | $5,160 |
| JLL | 51,100 | -48,432 | $5,160 |
| CBRE GROUP INC |
133,358 | +133,358 | $5,029 |
| CBRE | 133,358 | +133,358 | $5,029 |
| QTS RLTY TR INC |
65,909 | -12,314 | $3,823 |
| QTS | 65,909 | -12,314 | $3,823 |
| SAP SE |
28,101 | +28,101 | $3,105 |
| SAP | 28,101 | +28,101 | $3,105 |
See Full List: All Stocks Held By Marlowe Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Marlowe Partners LP
|
Size ($ in 1000's)
At 03/31/2020: $147,721 At 12/31/2019: $192,542 Marlowe Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marlowe Partners LP 13F filings. Link to 13F filings: SEC filings |
