13F HOLDINGS REPORT
Marcho Partners LLP
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001782974-25-000002
Total Value
$272.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 33,105 | $64.6M | 23.74% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 246,992 | $41.0M | 15.07% |
| 3 | NU HLDGS LTD | NU | 3,916,009 | $40.1M | 14.74% |
| 4 | SHOPIFY INC | SHOP | 251,247 | $24.0M | 8.82% |
| 5 | GRAB HOLDINGS LIMITED | GRABW | 4,993,677 | $22.6M | 8.31% |
| 6 | SEA LTD | SE | 173,255 | $22.6M | 8.31% |
| 7 | INVESCO QQQ TR | IVZ | 45,000 | $21.1M | 7.76% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 37,198 | $20.5M | 7.52% |
| 9 | GITLAB INC | GTLB | 331,785 | $15.6M | 5.73% |