13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001782974-23-000002
Total Value
$422.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITY SOFTWARE INC | U | 1,889,442 | $61.3M | 14.50% |
| 2 | MERCADOLIBRE INC | MELI | 43,275 | $57.0M | 13.49% |
| 3 | SHOPIFY INC | SHOP | 971,177 | $46.6M | 11.01% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 335,146 | $44.8M | 10.59% |
| 5 | ELASTIC N V | ESTC | 772,975 | $44.8M | 10.59% |
| 6 | GITLAB INC | GTLB | 1,256,169 | $43.1M | 10.19% |
| 7 | FARFETCH LTD | 30744WAD9 | 40,000,000 | $31.5M | 7.44% |
| 8 | GLOBAL E ONLINE LTD | GLBE | 853,976 | $27.5M | 6.51% |
| 9 | SEA LTD | SE | 290,044 | $25.1M | 5.94% |
| 10 | GRAB HOLDINGS LIMITED | GRABW | 7,010,698 | $21.1M | 4.99% |
| 11 | SEA LTD | SE | 15,000,000 | $18.3M | 4.33% |
| 12 | CAZOO GROUP LTD | G2007L204 | 697,507 | $1.7M | 0.41% |