Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 19
- −6 vs. Q1 2021
- Portfolio value
- $1.49B
- +$287.9M (+23.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 128,681 | $200.5M | 13.4% | +20,550+19.0% | Added | History |
| SHOPShopify Inc. | Stock | 128,269 | $187.4M | 12.6% | +10,550+9.0% | Added | History |
| APPAppLovin Corp | COM CL A | 2,379,207 | $178.8M | 12.0% | +2,379,207 | New | History |
| ESTCElastic N.V. | ORD SHS | 1,207,109 | $175.9M | 11.8% | +88,500+7.9% | Added | History |
| WIXWix.com Ltd. | SHS | 526,410 | $152.8M | 10.2% | +526,410 | New | History |
| UUnity Software Inc. | COM | 1,226,889 | $134.7M | 9.0% | +156,500+14.6% | Added | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $130.3M | 8.7% | – | New | – |
| SESea Ltd | SPONSORD ADS | 410,092 | $112.6M | 7.5% | −244,886−37.4% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 355,095 | $97.9M | 6.6% | +79,545+28.9% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,564,181 | $78.8M | 5.3% | +1,189,450+317.4% | Added | – |
| Altimeter Growth CorpG0370L108 | CL A | 663,893 | $7.77M | 0.5% | +315,977+90.8% | Added | – |
| Ribbit Leap LtdG7552B105 | SHS CL A | 500,000 | $5.34M | 0.4% | −2,400,000−82.8% | Reduced | – |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 500,000 | $5.10M | 0.3% | −1,750,000−77.8% | Reduced | – |
| Bridgetown Holdings LtdG1355U113 | COM CL A | 500,000 | $5.06M | 0.3% | −5,125,000−91.1% | Reduced | – |
| LDH Growth Corp IG54094118 | UNIT 03/17/2026 | 500,000 | $5.00M | 0.3% | −1,495,000−74.9% | Reduced | – |
| Vy Global GrowthG9444H100 | COM CL A | 500,000 | $4.97M | 0.3% | −3,400,000−87.2% | Reduced | – |
| IACCION Acquisition Corp 3 Ltd. | SHS CL A | 500,000 | $4.91M | 0.3% | +500,000 | New | History |
| CHAACatcha Investment Corp | SHS CL A | 500,000 | $4.84M | 0.3% | +500,000 | New | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 100,479 | $321.0K | <0.1% | +100,479 | New | – |
Sold out since Q1 2021 (12)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| JWSMFJaws Mustang Acquisition Corp | SHS CL A | 5,500,000 | $54.3M | 4.5% | History |
| Compute Health Acquisitin Co204833107 | COM CL A | 3,950,000 | $38.9M | 3.2% | – |
| Vector Acquisition CorpG9442R126 | COM CL A | 3,197,830 | $37.9M | 3.1% | – |
| OPENWOpendoor Technologies Inc. | *W EXP 12/18/202 | 3,463,583 | $35.4M | 2.9% | History |
| Catcha Investment CorpG1962Y128 | UNIT 99/99/9999 | 2,700,000 | $26.9M | 2.2% | – |
| Tribe Capital Growth Corp I89601Y200 | UNIT 02/24/2026 | 2,399,000 | $24.1M | 2.0% | – |
| TEAMAtlassian Corp | CL A | 81,015 | $17.1M | 1.4% | History |
| Ion Acquisition Corp 2 LtdG49393120 | UNIT 99/99/9999 | 1,400,000 | $14.2M | 1.2% | – |
| Reinvent Technology PartnersG7484L114 | UNIT 03/12/2026 | 1,150,000 | $11.5M | 1.0% | – |
| JWSWFJaws Mustang Acquisition Corp | *W EXP 01/30/202 | 1,375,000 | $1.59M | 0.1% | History |
| Ribbit Leap LtdG7552B113 | *W EXP 09/09/202 | 455,398 | $1.37M | 0.1% | – |
| Compute Health Acquisitin Co204833115 | *W EXP 01/25/202 | 861,699 | $1.08M | 0.1% | – |