Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 14
- +2 vs. Q2 2022
- Portfolio value
- $444.0M
- +$27.2M (+6.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 68,000 | $56.3M | 12.7% | −10,175−13.0% | Reduced | History |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $50.7M | 11.4% | – | – | – |
| ESTCElastic N.V. | ORD SHS | 684,247 | $49.1M | 11.1% | +167,835+32.5% | Added | History |
| SHOPShopify Inc. | Stock | 1,772,369 | $47.7M | 10.8% | +148,476+9.1% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 520,033 | $44.9M | 10.1% | +110,417+27.0% | Added | History |
| UUnity Software Inc. | COM | 1,380,039 | $44.0M | 9.9% | +30,343+2.2% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 731,515 | $37.5M | 8.4% | −256,475−26.0% | Reduced | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $36.5M | 8.2% | – | – | – |
| Square Inc852234AF0 | NOTE 0.125% 3/0 | – | $22.9M | 5.2% | – | – | – |
| SESea Ltd | SPONSORD ADS | 314,010 | $17.6M | 4.0% | +77,260+32.6% | Added | History |
| Sea Ltd81141RAF7 | NOTE 2.375%12/0 | – | $15.1M | 3.4% | – | New | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 4,297,288 | $11.3M | 2.5% | +4,297,288 | New | History |
| Cazoo Group LtdG2007L105 | COM | 19,875,794 | $9.14M | 2.1% | −684,777−3.3% | Reduced | – |
| Farfetch Ltd30744W107 | ORD SH CL A | 183,236 | $1.36M | 0.3% | +3,000+1.7% | Added | – |