Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 10, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 17
- −2 vs. Q2 2021
- Portfolio value
- $1.59B
- +$100.2M (+6.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 3,326,422 | $240.7M | 15.1% | +947,215+39.8% | Added | History |
| SHOPShopify Inc. | Stock | 131,219 | $177.9M | 11.2% | +2,950+2.3% | Added | History |
| MELIMercadolibre Inc | COM | 104,756 | $175.9M | 11.0% | −23,925−18.6% | Reduced | History |
| WIXWix.com Ltd. | SHS | 883,266 | $173.1M | 10.9% | +356,856+67.8% | Added | History |
| ESTCElastic N.V. | ORD SHS | 1,130,295 | $168.4M | 10.6% | −76,814−6.4% | Reduced | History |
| UUnity Software Inc. | COM | 1,198,495 | $151.3M | 9.5% | −28,394−2.3% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 422,892 | $134.8M | 8.5% | +12,800+3.1% | Added | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $101.0M | 6.3% | – | – | – |
| SPOTSpotify Technology S.A. | Stock | 443,784 | $100.0M | 6.3% | +88,689+25.0% | Added | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,908,471 | $71.5M | 4.5% | +344,290+22.0% | Added | – |
| Cazoo Group LtdG2007L105 | COM | 4,290,428 | $33.3M | 2.1% | +4,290,428 | New | – |
| SPIRSpire Global, Inc. | COM CL A | 2,500,000 | $31.3M | 2.0% | +2,500,000 | New | History |
| VELOVelo3D, Inc. | COMMON STOCK | 2,000,000 | $16.7M | 1.1% | +2,000,000 | New | History |
| Altimeter Growth CorpG0370L108 | CL A | 846,597 | $8.65M | 0.5% | +182,704+27.5% | Added | – |
| RKLBRocket Lab Corp | COM | 500,000 | $8.06M | 0.5% | +500,000 | New | History |
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 25,000 | $276.0K | <0.1% | +25,000 | New | – |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 100,479 | $222.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2021 (7)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| Ribbit Leap LtdG7552B105 | SHS CL A | 500,000 | $5.34M | 0.4% | – |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 500,000 | $5.10M | 0.3% | – |
| Bridgetown Holdings LtdG1355U113 | COM CL A | 500,000 | $5.06M | 0.3% | – |
| LDH Growth Corp IG54094118 | UNIT 03/17/2026 | 500,000 | $5.00M | 0.3% | – |
| Vy Global GrowthG9444H100 | COM CL A | 500,000 | $4.97M | 0.3% | – |
| IACCION Acquisition Corp 3 Ltd. | SHS CL A | 500,000 | $4.91M | 0.3% | History |
| CHAACatcha Investment Corp | SHS CL A | 500,000 | $4.84M | 0.3% | History |