Marathon Partners discloses updated portfolio positions in 13F filing: New ATI LNWO GOOG positions
Highlights from Q3 2025 filing as compared to Q2 2025 (all amounts are approximate):
- New: ATI (28K), LNWO (13K), GOOG (8K)
- Increased: RELY (1388K from 925K), LION (250K from 225K), AMRZ (25K from 20K), FLUT (14K from 9K)
- Maintained: XMTR (278K), UBER (165K), TKO (110K), META (28K), TPB (25K)
- Exited: PRMB (38K), PTON (25K)
- Decreased: EWCZ (125K from 225K), HSIC (78K from 110K), ATMU (113K from 138K), SXT (40K from 43K)