13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001782974-24-000003
Total Value
$382.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 44,459 | $73.1M | 19.10% |
| 2 | SHOPIFY INC | SHOP | 611,911 | $40.4M | 10.56% |
| 3 | GITLAB INC | GTLB | 752,166 | $37.4M | 9.77% |
| 4 | ELASTIC N V | ESTC | 316,918 | $36.1M | 9.44% |
| 5 | DLOCAL LTD | DLO | 4,019,049 | $32.5M | 8.50% |
| 6 | NU HLDGS LTD | NU | 2,441,823 | $31.5M | 8.23% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 8,807,919 | $31.3M | 8.17% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 93,830 | $29.4M | 7.70% |
| 9 | SPDR S&P 500 ETF TR | SPY | 50,000 | $27.2M | 7.11% |
| 10 | INVESCO QQQ TR | IVZ | 50,000 | $24.0M | 6.26% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 106,641 | $18.5M | 4.84% |
| 12 | DLOCAL LTD | DLO | 150,000 | $1.2M | 0.32% |