Marcho Partners
Latest statistics and disclosures from Marcho Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, DLO, SPOT, SHOP, ESTC, and represent 65.52% of Marcho Partners's stock portfolio.
- Added to shares of these 4 stocks: NU (+$32M), DLO (+$26M), GRAB (+$9.5M), MELI.
- Started 1 new stock position in NU.
- Reduced shares in these 7 stocks: SPOT (-$29M), ESTC (-$22M), SE (-$22M), Farfetch (-$21M), GTLB (-$11M), SHOP (-$9.1M), GLBE.
- Sold out of its positions in Farfetch, SE.
- Marcho Partners was a net seller of stock by $-45M.
- Marcho Partners has $340M in assets under management (AUM), dropping by 5.43%.
- Central Index Key (CIK): 0001782974
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Portfolio Holdings for Marcho Partners
Marcho Partners holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 19.7 | $67M | +5% | 44k | 1511.96 |
|
| Dlocal Class A Com (DLO) | 12.7 | $43M | +146% | 2.9M | 14.70 |
|
| Spotify Technology S A SHS (SPOT) | 12.4 | $42M | -40% | 160k | 263.90 |
|
| Shopify Cl A (SHOP) | 10.6 | $36M | -20% | 469k | 77.17 |
|
| Elastic N V Ord Shs (ESTC) | 10.1 | $34M | -39% | 341k | 100.24 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 9.5 | $32M | NEW | 2.7M | 11.93 |
|
| Gitlab Class A Com (GTLB) | 9.1 | $31M | -26% | 529k | 58.32 |
|
| Grab Holdings Class A Ord (GRAB) | 8.8 | $30M | +46% | 9.5M | 3.14 |
|
| Global E Online SHS (GLBE) | 7.1 | $24M | -6% | 665k | 36.35 |
|
Past Filings by Marcho Partners
SEC 13F filings are viewable for Marcho Partners going back to 2019
- Marcho Partners 2024 Q1 filed May 13, 2024
- Marcho Partners 2023 Q3 filed Nov. 13, 2023
- Marcho Partners 2023 Q2 filed Aug. 11, 2023
- Marcho Partners 2023 Q1 filed May 15, 2023
- Marcho Partners 2022 Q4 filed Feb. 14, 2023
- Marcho Partners 2022 Q3 filed Nov. 14, 2022
- Marcho Partners 2022 Q2 filed Aug. 12, 2022
- Marcho Partners 2022 Q1 filed May 12, 2022
- Marcho Partners 2021 Q4 filed Feb. 11, 2022
- Marcho Partners 2021 Q3 filed Nov. 10, 2021
- Marcho Partners 2021 Q2 filed Aug. 12, 2021
- Marcho Partners 2021 Q1 filed May 14, 2021
- Marcho Partners 2020 Q4 filed Feb. 12, 2021
- Marcho Partners 2020 Q3 filed Nov. 13, 2020
- Marcho Partners 2020 Q2 filed Aug. 12, 2020
- Marcho Partners 2020 Q1 filed May 14, 2020