13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001782974-24-000002
Total Value
$339.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 44,241 | $66.9M | 19.68% |
| 2 | DLOCAL LTD | DLO | 2,939,484 | $43.2M | 12.72% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 159,996 | $42.2M | 12.42% |
| 4 | SHOPIFY INC | SHOP | 468,633 | $36.2M | 10.64% |
| 5 | ELASTIC N V | ESTC | 340,915 | $34.2M | 10.06% |
| 6 | NU HLDGS LTD | NU | 2,703,850 | $32.3M | 9.49% |
| 7 | GITLAB INC | GTLB | 529,284 | $30.9M | 9.08% |
| 8 | GRAB HOLDINGS LIMITED | GRABW | 9,519,319 | $29.9M | 8.80% |
| 9 | GLOBAL E ONLINE LTD | GLBE | 664,642 | $24.2M | 7.11% |