Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 9
- +1 vs. Q4 2023
- Portfolio value
- $339.8M
- +$47.8M (+16.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 44,241 | $66.9M | 19.7% | +9,224+26.3% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 2,939,484 | $43.2M | 12.7% | +1,262,475+75.3% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 159,996 | $42.2M | 12.4% | −39,263−19.7% | Reduced | History |
| SHOPShopify Inc. | Stock | 468,633 | $36.2M | 10.6% | −61,395−11.6% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 340,915 | $34.2M | 10.1% | +27,075+8.6% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,703,850 | $32.3M | 9.5% | +2,703,850 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 529,284 | $30.9M | 9.1% | −44,800−7.8% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 9,519,319 | $29.9M | 8.8% | +481,600+5.3% | Added | History |
| GLBEGlobal-E Online Ltd. | SHS | 664,642 | $24.2M | 7.1% | −7,138−1.1% | Reduced | History |