Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 8
- −2 vs. Q3 2023
- Portfolio value
- $292.0M
- −$30.3M (−9.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 35,017 | $55.0M | 18.8% | −7,093−16.8% | Reduced | History |
| SHOPShopify Inc. | Stock | 530,028 | $41.3M | 14.1% | −57,170−9.7% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 199,259 | $37.4M | 12.8% | −70,387−26.1% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 574,084 | $36.1M | 12.4% | −145,521−20.2% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 313,840 | $35.4M | 12.1% | −247,662−44.1% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 9,037,719 | $30.5M | 10.4% | +2,538,110+39.1% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 1,677,009 | $29.7M | 10.2% | +486,415+40.9% | Added | History |
| GLBEGlobal-E Online Ltd. | SHS | 671,780 | $26.6M | 9.1% | −36,990−5.2% | Reduced | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.