13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001782974-23-000001
Total Value
$425.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GITLAB INC | GTLB | 1,211,243 | $55.0M | 12.95% |
| 2 | ELASTIC N V | ESTC | 1,047,752 | $54.0M | 12.69% |
| 3 | SHOPIFY INC | SHOP | 1,436,363 | $49.9M | 11.73% |
| 4 | UNITY SOFTWARE INC | U | 1,603,602 | $45.8M | 10.79% |
| 5 | MERCADOLIBRE INC | MELI | 53,725 | $45.5M | 10.70% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 573,484 | $45.3M | 10.65% |
| 7 | FARFETCH LTD | 30744WAD9 | 40,000,000 | $29.4M | 6.93% |
| 8 | COINBASE GLOBAL INC | COIN | 47,000,000 | $27.0M | 6.36% |
| 9 | BLOCK INC | BSQKZ | 25,000,000 | $23.6M | 5.56% |
| 10 | GRAB HOLDINGS LIMITED | GRABW | 5,100,000 | $16.4M | 3.86% |
| 11 | SEA LTD | SE | 291,302 | $15.2M | 3.57% |
| 12 | SEA LTD | SE | 15,000,000 | $14.9M | 3.50% |
| 13 | CAZOO GROUP LTD | G2007L105 | 19,675,794 | $3.1M | 0.73% |