13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001782974-24-000004
Total Value
$375.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 32,673 | $67.0M | 17.88% |
| 2 | INVESCO QQQ TR | IVZ | 90,000 | $43.9M | 11.71% |
| 3 | SPDR S&P 500 ETF TR | SPY | 75,000 | $43.0M | 11.48% |
| 4 | SHOPIFY INC | SHOP | 481,313 | $38.6M | 10.29% |
| 5 | DLOCAL LTD | DLO | 4,593,112 | $36.7M | 9.80% |
| 6 | NU HLDGS LTD | NU | 2,184,913 | $29.8M | 7.95% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 6,204,477 | $23.6M | 6.29% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 129,706 | $22.5M | 6.01% |
| 9 | GITLAB INC | GTLB | 431,672 | $22.2M | 5.93% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 58,398 | $21.5M | 5.74% |
| 11 | ELASTIC N V | ESTC | 238,541 | $18.3M | 4.88% |
| 12 | SEA LTD | SE | 55,678 | $5.2M | 1.40% |
| 13 | DLOCAL LTD | DLO | 300,000 | $2.4M | 0.64% |