Marcho Partners LLP
- SEC CIK
- 0001782974
- 最新申報
- 2026/8/6
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 19
- 較 2021 年第 1 季 −6
- 總值
- $14.9 億
- 較 2021 年第 1 季 +$2.88 億 (+23.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 128,681 | $2.00 億 | 13.4% | +20,550+19.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 128,269 | $1.87 億 | 12.6% | +10,550+9.0% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,379,207 | $1.79 億 | 12.0% | +2,379,207 | 新進 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 1,207,109 | $1.76 億 | 11.8% | +88,500+7.9% | 加碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 526,410 | $1.53 億 | 10.2% | +526,410 | 新進 | 歷史 |
| UUnity Software Inc. | COM | 1,226,889 | $1.35 億 | 9.0% | +156,500+14.6% | 加碼 | 歷史 |
| Farfetch Ltd30744WAD9 | NOTE 3.750% 5/0 | – | $1.30 億 | 8.7% | – | 新進 | – |
| SESea Ltd | SPONSORD ADS | 410,092 | $1.13 億 | 7.5% | −244,886−37.4% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 355,095 | $9,786 萬 | 6.6% | +79,545+28.9% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,564,181 | $7,877 萬 | 5.3% | +1,189,450+317.4% | 加碼 | – |
| Altimeter Growth CorpG0370L108 | CL A | 663,893 | $776.8 萬 | 0.5% | +315,977+90.8% | 加碼 | – |
| Ribbit Leap LtdG7552B105 | SHS CL A | 500,000 | $534.5 萬 | 0.4% | −2,400,000−82.8% | 減碼 | – |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 500,000 | $510.0 萬 | 0.3% | −1,750,000−77.8% | 減碼 | – |
| Bridgetown Holdings LtdG1355U113 | COM CL A | 500,000 | $506.0 萬 | 0.3% | −5,125,000−91.1% | 減碼 | – |
| LDH Growth Corp IG54094118 | UNIT 03/17/2026 | 500,000 | $500.0 萬 | 0.3% | −1,495,000−74.9% | 減碼 | – |
| Vy Global GrowthG9444H100 | COM CL A | 500,000 | $497.5 萬 | 0.3% | −3,400,000−87.2% | 減碼 | – |
| IACCION Acquisition Corp 3 Ltd. | SHS CL A | 500,000 | $490.5 萬 | 0.3% | +500,000 | 新進 | 歷史 |
| CHAACatcha Investment Corp | SHS CL A | 500,000 | $484.0 萬 | 0.3% | +500,000 | 新進 | 歷史 |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 100,479 | $32.1 萬 | <0.1% | +100,479 | 新進 | – |
2021 年第 1 季之後清倉（12 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JWSMFJaws Mustang Acquisition Corp | SHS CL A | 5,500,000 | $5,434 萬 | 4.5% | 歷史 |
| Compute Health Acquisitin Co204833107 | COM CL A | 3,950,000 | $3,895 萬 | 3.2% | – |
| Vector Acquisition CorpG9442R126 | COM CL A | 3,197,830 | $3,786 萬 | 3.1% | – |
| OPENWOpendoor Technologies Inc. | *W EXP 12/18/202 | 3,463,583 | $3,536 萬 | 2.9% | 歷史 |
| Catcha Investment CorpG1962Y128 | UNIT 99/99/9999 | 2,700,000 | $2,687 萬 | 2.2% | – |
| Tribe Capital Growth Corp I89601Y200 | UNIT 02/24/2026 | 2,399,000 | $2,411 萬 | 2.0% | – |
| TEAMAtlassian Corp | CL A | 81,015 | $1,708 萬 | 1.4% | 歷史 |
| Ion Acquisition Corp 2 LtdG49393120 | UNIT 99/99/9999 | 1,400,000 | $1,422 萬 | 1.2% | – |
| Reinvent Technology PartnersG7484L114 | UNIT 03/12/2026 | 1,150,000 | $1,155 萬 | 1.0% | – |
| JWSWFJaws Mustang Acquisition Corp | *W EXP 01/30/202 | 1,375,000 | $159.5 萬 | 0.1% | 歷史 |
| Ribbit Leap LtdG7552B113 | *W EXP 09/09/202 | 455,398 | $136.6 萬 | 0.1% | – |
| Compute Health Acquisitin Co204833115 | *W EXP 01/25/202 | 861,699 | $107.7 萬 | 0.1% | – |