Q4 2024 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2025-02-13 · accession 0001782974-25-000001
$372.4M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46090E103 | QQQ | INVESCO QQQ TR | $76.7M | 20.6% | 150,000 | PUT | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $73.2M | 19.6% | 43,032 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $44.1M | 11.8% | 223,331 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $36.7M | 9.85% | 3,540,289 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $30.2M | 8.12% | 2,684,443 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $29.1M | 7.82% | 273,956 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $23.3M | 6.26% | 4,936,577 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $21.7M | 5.82% | 384,723 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $19.7M | 5.29% | 44,028 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $14.4M | 3.85% | 135,268 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $3.4M | 0.91% | 300,000 | CALL | 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.