Q3 2023 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2023-11-13 · accession 0001782974-23-000004
$322.3M
Reported value
10
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $53.4M | 16.6% | 42,110 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $45.6M | 14.2% | 561,502 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $41.7M | 12.9% | 269,646 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $32.5M | 10.1% | 719,605 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $32.0M | 9.94% | 587,198 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $28.2M | 8.74% | 708,770 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $23.0M | 7.14% | 6,499,609 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $22.8M | 7.08% | 1,190,594 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $21.6M | 6.70% | 491,544 | Common | SOLE |
| 30744WAD9 | — | FARFETCH LTD | $21.4M | 6.65% | 40,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.