Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 9
- 0 vs. Q1 2024
- Portfolio value
- $330.2M
- −$9.62M (−2.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 44,459 | $73.1M | 22.1% | +218+0.5% | Added | History |
| SHOPShopify Inc. | Stock | 611,911 | $40.4M | 12.2% | +143,278+30.6% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 752,166 | $37.4M | 11.3% | +222,882+42.1% | Added | History |
| ESTCElastic N.V. | ORD SHS | 316,918 | $36.1M | 10.9% | −23,997−7.0% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 4,019,049 | $32.5M | 9.8% | +1,079,565+36.7% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,441,823 | $31.5M | 9.5% | −262,027−9.7% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 8,807,919 | $31.3M | 9.5% | −711,400−7.5% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 93,830 | $29.4M | 8.9% | −66,166−41.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 106,641 | $18.5M | 5.6% | +106,641 | New | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.