13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001782974-23-000003
Total Value
$438.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 44,250 | $52.4M | 11.97% |
| 2 | GITLAB INC | GTLB | 947,267 | $48.4M | 11.05% |
| 3 | UNITY SOFTWARE INC | U | 1,088,807 | $47.3M | 10.79% |
| 4 | SHOPIFY INC | SHOP | 693,052 | $44.8M | 10.22% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 253,446 | $40.7M | 9.29% |
| 6 | ELASTIC N V | ESTC | 553,637 | $35.5M | 8.10% |
| 7 | DLOCAL LTD | DLO | 2,741,400 | $33.5M | 7.64% |
| 8 | FARFETCH LTD | 30744WAD9 | 40,000,000 | $32.8M | 7.49% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 788,276 | $32.3M | 7.37% |
| 10 | GRAB HOLDINGS LIMITED | GRABW | 7,063,298 | $24.2M | 5.53% |
| 11 | SEA LTD | SE | 362,012 | $21.0M | 4.80% |
| 12 | SEA LTD | SE | 18,000,000 | $18.4M | 4.19% |
| 13 | DLOCAL LTD | DLO | 555,633 | $6.8M | 1.55% |