Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 12
- +1 vs. Q1 2022
- Portfolio value
- $416.8M
- −$391.8M (−48.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GTLBGitlab Inc. | CLASS A COM | 987,990 | $52.5M | 12.6% | −278,650−22.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 1,623,893 | $50.7M | 12.2% | −722,797−30.8% | ReducedConverted for a 10-for-1 split | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $49.9M | 12.0% | – | New | – |
| MELIMercadolibre Inc | COM | 78,175 | $49.8M | 11.9% | −46,969−37.5% | Reduced | History |
| UUnity Software Inc. | COM | 1,349,696 | $49.7M | 11.9% | +596,547+79.2% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 409,616 | $38.4M | 9.2% | −106,322−20.6% | Reduced | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $35.5M | 8.5% | – | – | – |
| ESTCElastic N.V. | ORD SHS | 516,412 | $34.9M | 8.4% | +516,412 | New | History |
| Square Inc852234AF0 | NOTE 0.125% 3/0 | – | $23.4M | 5.6% | – | – | – |
| SESea Ltd | SPONSORD ADS | 236,750 | $15.8M | 3.8% | −53,286−18.4% | Reduced | History |
| Cazoo Group LtdG2007L105 | COM | 20,560,571 | $14.8M | 3.6% | −729,795−3.4% | Reduced | – |
| Farfetch Ltd30744W107 | ORD SH CL A | 180,236 | $1.29M | 0.3% | −1,075,281−85.6% | Reduced | – |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.