Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- +1 vs. Q2 2024
- Portfolio value
- $285.6M
- −$44.6M (−13.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 32,673 | $67.0M | 23.5% | −11,786−26.5% | Reduced | History |
| SHOPShopify Inc. | Stock | 481,313 | $38.6M | 13.5% | −130,598−21.3% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 4,593,112 | $36.7M | 12.9% | +574,063+14.3% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,184,913 | $29.8M | 10.4% | −256,910−10.5% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 6,204,477 | $23.6M | 8.3% | −2,603,442−29.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 129,706 | $22.5M | 7.9% | +23,065+21.6% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 431,672 | $22.2M | 7.8% | −320,494−42.6% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 58,398 | $21.5M | 7.5% | −35,432−37.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 238,541 | $18.3M | 6.4% | −78,377−24.7% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 55,678 | $5.25M | 1.8% | +55,678 | 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.