HoldingsChannel.com
Marlowe Partners LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
PLAYA HOTELS & RESORTS NV 3,651,615 +568,249 $28,592
     PLYA3,651,615+568,249$28,592
HD SUPPLY HLDGS INC 651,077 +651,077 $25,506
     HDS651,077+651,077$25,506
CYRUSONE INC 259,421 +54,678 $20,520
     CONE259,421+54,678$20,520
LAM RESEARCH CORP 74,633 -86,210 $17,248
     LRCX74,633-86,210$17,248
AUTODESK INC 112,778 +112,778 $16,657
     ADSK112,778+112,778$16,657
WYNDHAM HOTELS & RESORTS INC 286,322 +8,933 $14,814
     WH286,322+8,933$14,814
JONES LANG LASALLE INC 101,495 +54,718 $14,114
     JLL101,495+54,718$14,114
KANSAS CITY SOUTHERN 86,433 +8,500 $11,496
     KSU86,433+8,500$11,496
GODADDY INC 149,833 +149,833 $9,886
     GDDY149,833+149,833$9,886
ARISTA NETWORKS INC 27,166 +27,166 $6,491
     ANET27,166+27,166$6,491
SENSATA TECHNOLOGIES HLDNG P 123,799 +13,615 $6,197
     ST123,799+13,615$6,197
BOOKING HLDGS INC 3,141 -2,697 $6,165
     BKNG3,141-2,697$6,165
ALPHABET INC 3,800 UNCH $4,640
     GOOGL3,800UNCH$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

Marlowe Partners LP Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.