Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 11
- 0 vs. Q4 2021
- Portfolio value
- $808.6M
- −$554.8M (−40.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 234,669 | $158.6M | 19.6% | +121,300+107.0% | Added | History |
| MELIMercadolibre Inc | COM | 125,144 | $148.9M | 18.4% | −24,812−16.5% | Reduced | History |
| WIXWix.com Ltd. | SHS | 968,884 | $101.2M | 12.5% | −550,266−36.2% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 515,938 | $77.9M | 9.6% | +49,654+10.6% | Added | History |
| UUnity Software Inc. | COM | 753,149 | $74.7M | 9.2% | +253,000+50.6% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 1,266,640 | $69.0M | 8.5% | +112,018+9.7% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 21,290,366 | $58.8M | 7.3% | +525,000+2.5% | Added | – |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $52.7M | 6.5% | – | – | – |
| SESea Ltd | SPONSORD ADS | 290,036 | $34.7M | 4.3% | −46,656−13.9% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,255,517 | $19.0M | 2.3% | −68,373−5.2% | Reduced | – |
| Square Inc852234AF0 | NOTE 0.125% 3/0 | – | $13.1M | 1.6% | – | New | – |
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 | – | $14.0M |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.