13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001782974-25-000001
Total Value
$372.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 150,000 | $76.7M | 20.59% |
| 2 | MERCADOLIBRE INC | MELI | 43,032 | $73.2M | 19.65% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 223,331 | $44.1M | 11.84% |
| 4 | NU HLDGS LTD | NU | 3,540,289 | $36.7M | 9.85% |
| 5 | DLOCAL LTD | DLO | 2,684,443 | $30.2M | 8.12% |
| 6 | SHOPIFY INC | SHOP | 273,956 | $29.1M | 7.82% |
| 7 | GRAB HOLDINGS LIMITED | GRABW | 4,936,577 | $23.3M | 6.26% |
| 8 | GITLAB INC | GTLB | 384,723 | $21.7M | 5.82% |
| 9 | SPOTIFY TECHNOLOGY S A | SPOT | 44,028 | $19.7M | 5.29% |
| 10 | SEA LTD | SE | 135,268 | $14.4M | 3.85% |
| 11 | DLOCAL LTD | DLO | 300,000 | $3.4M | 0.91% |