Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 10
- −2 vs. Q2 2023
- Portfolio value
- $322.3M
- −$82.2M (−20.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 42,110 | $53.4M | 16.6% | −2,140−4.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 561,502 | $45.6M | 14.2% | +7,865+1.4% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 269,646 | $41.7M | 12.9% | +16,200+6.4% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 719,605 | $32.5M | 10.1% | −227,662−24.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 587,198 | $32.0M | 9.9% | −105,854−15.3% | Reduced | History |
| GLBEGlobal-E Online Ltd. | SHS | 708,770 | $28.2M | 8.7% | −79,506−10.1% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 6,499,609 | $23.0M | 7.1% | −563,689−8.0% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 1,190,594 | $22.8M | 7.1% | +634,961+114.3% | Added | History |
| SESea Ltd | SPONSORD ADS | 491,544 | $21.6M | 6.7% | +129,532+35.8% | Added | History |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $21.4M | 6.7% | – | – | – |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.