HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PLAYA HOTELS & RESORTS NV |
3,651,615 | +568,249 | $28,592 |
| PLYA | 3,651,615 | +568,249 | $28,592 |
| HD SUPPLY HLDGS INC |
651,077 | +651,077 | $25,506 |
| HDS | 651,077 | +651,077 | $25,506 |
| CYRUSONE INC |
259,421 | +54,678 | $20,520 |
| CONE | 259,421 | +54,678 | $20,520 |
| LAM RESEARCH CORP |
74,633 | -86,210 | $17,248 |
| LRCX | 74,633 | -86,210 | $17,248 |
| AUTODESK INC |
112,778 | +112,778 | $16,657 |
| ADSK | 112,778 | +112,778 | $16,657 |
| WYNDHAM HOTELS & RESORTS INC |
286,322 | +8,933 | $14,814 |
| WH | 286,322 | +8,933 | $14,814 |
| JONES LANG LASALLE INC |
101,495 | +54,718 | $14,114 |
| JLL | 101,495 | +54,718 | $14,114 |
| KANSAS CITY SOUTHERN |
86,433 | +8,500 | $11,496 |
| KSU | 86,433 | +8,500 | $11,496 |
| GODADDY INC |
149,833 | +149,833 | $9,886 |
| GDDY | 149,833 | +149,833 | $9,886 |
| ARISTA NETWORKS INC |
27,166 | +27,166 | $6,491 |
| ANET | 27,166 | +27,166 | $6,491 |
| SENSATA TECHNOLOGIES HLDNG P |
123,799 | +13,615 | $6,197 |
| ST | 123,799 | +13,615 | $6,197 |
| BOOKING HLDGS INC |
3,141 | -2,697 | $6,165 |
| BKNG | 3,141 | -2,697 | $6,165 |
| ALPHABET INC |
3,800 | UNCH | $4,640 |
| GOOGL | 3,800 | UNCH | $4,640 |
See Full List: All Stocks Held By Marlowe Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Marlowe Partners LP
|
Size ($ in 1000's)
At 09/30/2019: $183,437 At 06/30/2019: $173,000 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 |
