Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 12
- 0 vs. Q1 2023
- Portfolio value
- $404.6M
- −$18.2M (−4.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 44,250 | $52.4M | 13.0% | +975+2.3% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 947,267 | $48.4M | 12.0% | −308,902−24.6% | Reduced | History |
| UUnity Software Inc. | COM | 1,088,807 | $47.3M | 11.7% | −800,635−42.4% | Reduced | History |
| SHOPShopify Inc. | Stock | 693,052 | $44.8M | 11.1% | −278,125−28.6% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 253,446 | $40.7M | 10.1% | −81,700−24.4% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 553,637 | $35.5M | 8.8% | −219,338−28.4% | Reduced | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $32.8M | 8.1% | – | – | – |
| GLBEGlobal-E Online Ltd. | SHS | 788,276 | $32.3M | 8.0% | −65,700−7.7% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 7,063,298 | $24.2M | 6.0% | +52,600+0.8% | Added | History |
| SESea Ltd | SPONSORD ADS | 362,012 | $21.0M | 5.2% | +71,968+24.8% | Added | History |
| Sea Ltd81141RAF7 | NOTE 2.375%12/0 | – | $18.4M | 4.5% | – | – | – |
| DLOdLocal Ltd | CLASS A COM | 555,633 | $6.78M | 1.7% | +555,633 | New | History |
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 |
|---|---|---|---|
| DLOdLocal Ltd | CLASS A COM | – | $33.5M |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| Cazoo Group LtdG2007L204 | COMMON STOCK | 697,507 | $1.74M | 0.4% | – |