Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 11
- −6 vs. Q3 2021
- Portfolio value
- $1.36B
- −$229.9M (−14.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WIXWix.com Ltd. | SHS | 1,519,150 | $239.7M | 17.6% | +635,884+72.0% | Added | History |
| MELIMercadolibre Inc | COM | 149,956 | $202.2M | 14.8% | +45,200+43.1% | Added | History |
| SHOPShopify Inc. | Stock | 113,369 | $156.2M | 11.5% | −17,850−13.6% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 1,204,846 | $148.3M | 10.9% | +74,551+6.6% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 20,765,366 | $125.2M | 9.2% | +16,474,938+384.0% | Added | – |
| SPOTSpotify Technology S.A. | Stock | 466,284 | $109.1M | 8.0% | +22,500+5.1% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 1,154,622 | $100.5M | 7.4% | +1,154,622 | New | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $91.2M | 6.7% | – | – | – |
| SESea Ltd | SPONSORD ADS | 336,692 | $75.3M | 5.5% | −86,200−20.4% | Reduced | History |
| UUnity Software Inc. | COM | 500,149 | $71.5M | 5.2% | −698,346−58.3% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,323,890 | $44.3M | 3.2% | −584,581−30.6% | Reduced | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| STNEStoneCo Ltd. | COM | – | $20.2M |
Sold out since Q3 2021 (7)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 3,326,422 | $240.7M | 15.1% | History |
| SPIRSpire Global, Inc. | COM CL A | 2,500,000 | $31.3M | 2.0% | History |
| VELOVelo3D, Inc. | COMMON STOCK | 2,000,000 | $16.7M | 1.1% | History |
| Altimeter Growth CorpG0370L108 | CL A | 846,597 | $8.65M | 0.5% | – |
| RKLBRocket Lab Corp | COM | 500,000 | $8.06M | 0.5% | History |
| Meli Kaszek Pioneer CorpG5S74L106 | CLASS A ORD | 25,000 | $276.0K | <0.1% | – |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 100,479 | $222.0K | <0.1% | – |