Q1 2025 · 13F-HR
Marcho Partners LLPholdings as filed
Filed 2025-05-13 · accession 0001782974-25-000002
$272.1M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $64.6M | 23.7% | 33,105 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $41.0M | 15.1% | 246,992 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $40.1M | 14.7% | 3,916,009 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $24.0M | 8.82% | 251,247 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $22.6M | 8.31% | 4,993,677 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $22.6M | 8.31% | 173,255 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $21.1M | 7.76% | 45,000 | PUT | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $20.5M | 7.52% | 37,198 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $15.6M | 5.73% | 331,785 | 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.