Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 13
- −1 vs. Q3 2022
- Portfolio value
- $425.1M
- −$19.0M (−4.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GTLBGitlab Inc. | CLASS A COM | 1,211,243 | $55.0M | 12.9% | +479,728+65.6% | Added | History |
| ESTCElastic N.V. | ORD SHS | 1,047,752 | $54.0M | 12.7% | +363,505+53.1% | Added | History |
| SHOPShopify Inc. | Stock | 1,436,363 | $49.9M | 11.7% | −336,006−19.0% | Reduced | History |
| UUnity Software Inc. | COM | 1,603,602 | $45.8M | 10.8% | +223,563+16.2% | Added | History |
| MELIMercadolibre Inc | COM | 53,725 | $45.5M | 10.7% | −14,275−21.0% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 573,484 | $45.3M | 10.7% | +53,451+10.3% | Added | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $29.4M | 6.9% | – | – | – |
| Coinbase Global, Inc.19260QAB3 | NOTE 0.500% 6/0 | – | $27.0M | 6.4% | – | – | – |
| Square Inc852234AF0 | NOTE 0.125% 3/0 | – | $23.6M | 5.6% | – | – | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 5,100,000 | $16.4M | 3.9% | +802,712+18.7% | Added | History |
| SESea Ltd | SPONSORD ADS | 291,302 | $15.2M | 3.6% | −22,708−7.2% | Reduced | History |
| Sea Ltd81141RAF7 | NOTE 2.375%12/0 | – | $14.9M | 3.5% | – | – | – |
| Cazoo Group LtdG2007L105 | COM | 19,675,794 | $3.09M | 0.7% | −200,000−1.0% | Reduced | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Farfetch Ltd30744W107 | ORD SH CL A | 183,236 | $1.36M | 0.3% | – |