HoldingsChannel.com
Marlowe Partners LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AUTODESK INC 120,773 +10,041 $18,853
     ADSK120,773+10,041$18,853
LAM RESEARCH CORP 68,931 -3,911 $16,543
     LRCX68,931-3,911$16,543
ACTIVISION BLIZZARD INC 249,580 +53,990 $14,845
     ATVI249,580+53,990$14,845
CYRUSONE INC 226,474 +43,509 $13,985
     CONE226,474+43,509$13,985
ZOETIS INC 92,960 +92,960 $10,940
     ZTS92,960+92,960$10,940
CONSTELLATION BRANDS INC 68,794 +9,077 $9,862
     STZ68,794+9,077$9,862
DUPONT DE NEMOURS INC 256,516 +98,078 $8,747
     DD256,516+98,078$8,747
HD SUPPLY HLDGS INC 300,909 -16,701 $8,555
     HDS300,909-16,701$8,555
KANSAS CITY SOUTHERN 64,366 -12,048 $8,186
     KSU64,366-12,048$8,186
PLAYA HOTELS & RESORTS NV 4,044,962 +264,335 $7,079
     PLYA4,044,962+264,335$7,079
EQUINIX INC 11,185 +11,185 $6,986
     EQIX11,185+11,185$6,986
CORESITE RLTY CORP 44,846 +44,846 $5,198
     COR44,846+44,846$5,198
JONES LANG LASALLE INC 51,100 -48,432 $5,160
     JLL51,100-48,432$5,160
CBRE GROUP INC 133,358 +133,358 $5,029
     CBRE133,358+133,358$5,029
QTS RLTY TR INC 65,909 -12,314 $3,823
     QTS65,909-12,314$3,823
SAP SE 28,101 +28,101 $3,105
     SAP28,101+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

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

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