Q4 2023 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2024-02-13 · accession 0001782974-24-000001
$292.0M
Reported value
8
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $55.0M | 18.8% | 35,017 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $41.3M | 14.1% | 530,028 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $37.4M | 12.8% | 199,259 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $36.1M | 12.4% | 574,084 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $35.4M | 12.1% | 313,840 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $30.5M | 10.4% | 9,037,719 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $29.7M | 10.2% | 1,677,009 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $26.6M | 9.12% | 671,780 | 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.