Marcho Partners LLP
- SEC CIK
- 0001782974
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 9
- −1 vs. Q3 2024
- Portfolio value
- $292.3M
- +$6.72M (+2.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 43,032 | $73.2M | 25.0% | +10,359+31.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 223,331 | $44.1M | 15.1% | +93,625+72.2% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 3,540,289 | $36.7M | 12.5% | +1,355,376+62.0% | Added | History |
| DLOdLocal Ltd | CLASS A COM | 2,684,443 | $30.2M | 10.3% | −1,908,669−41.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 273,956 | $29.1M | 10.0% | −207,357−43.1% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 4,936,577 | $23.3M | 8.0% | −1,267,900−20.4% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 384,723 | $21.7M | 7.4% | −46,949−10.9% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 44,028 | $19.7M | 6.7% | −14,370−24.6% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 135,268 | $14.4M | 4.9% | +79,590+142.9% | Added | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $76.7M | – |
| DLOdLocal Ltd | CLASS A COM | – | $3.38M |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.