13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001782974-23-000004
Total Value
$322.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 42,110 | $53.4M | 16.56% |
| 2 | ELASTIC N V | ESTC | 561,502 | $45.6M | 14.15% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 269,646 | $41.7M | 12.94% |
| 4 | GITLAB INC | GTLB | 719,605 | $32.5M | 10.10% |
| 5 | SHOPIFY INC | SHOP | 587,198 | $32.0M | 9.94% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 708,770 | $28.2M | 8.74% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 6,499,609 | $23.0M | 7.14% |
| 8 | DLOCAL LTD | DLO | 1,190,594 | $22.8M | 7.08% |
| 9 | SEA LTD | SE | 491,544 | $21.6M | 6.70% |
| 10 | FARFETCH LTD | 30744WAD9 | 40,000,000 | $21.4M | 6.65% |