Q1 2024 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2024-05-13 · accession 0001782974-24-000002
$339.8M
Reported value
9
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $66.9M | 19.7% | 44,241 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $43.2M | 12.7% | 2,939,484 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $42.2M | 12.4% | 159,996 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $36.2M | 10.6% | 468,633 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $34.2M | 10.1% | 340,915 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $32.3M | 9.49% | 2,703,850 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $30.9M | 9.08% | 529,284 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $29.9M | 8.80% | 9,519,319 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $24.2M | 7.11% | 664,642 | 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.