Marcho Partners
Latest statistics and disclosures from Marcho Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, ESTC, SPOT, GTLB, SHOP, and represent 63.69% of Marcho Partners's stock portfolio.
- Added to shares of these 3 stocks: SE (+$5.7M), SPOT, ESTC.
- Reduced shares in these 8 stocks: U (-$47M), DLO (-$40M), Sea (-$18M), GTLB (-$10M), SHOP (-$5.8M), GLBE, MELI, GRAB.
- Sold out of its positions in Sea, U.
- Marcho Partners was a net seller of stock by $-121M.
- Marcho Partners has $322M in assets under management (AUM), dropping by -26.41%.
- Central Index Key (CIK): 0001782974
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Portfolio Holdings for Marcho Partners
Marcho Partners holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 16.6 | $53M | -4% | 42k | 1267.88 |
|
| Elastic N V Ord Shs (ESTC) | 14.2 | $46M | 562k | 81.24 |
|
|
| Spotify Technology S A SHS (SPOT) | 12.9 | $42M | +6% | 270k | 154.64 |
|
| Gitlab Class A Com (GTLB) | 10.1 | $33M | -24% | 720k | 45.22 |
|
| Shopify Cl A (SHOP) | 9.9 | $32M | -15% | 587k | 54.57 |
|
| Global E Online SHS (GLBE) | 8.7 | $28M | -10% | 709k | 39.74 |
|
| Grab Holdings Class A Ord (GRAB) | 7.1 | $23M | -7% | 6.5M | 3.54 |
|
| Dlocal Class A Com (DLO) | 7.1 | $23M | -63% | 1.2M | 19.17 |
|
| Sea Sponsord Ads (SE) | 6.7 | $22M | +35% | 492k | 43.95 |
|
| Farfetch Note 3.750% 5/0 (Principal) | 6.7 | $21M | 40M | 0.54 |
|
Past Filings by Marcho Partners
SEC 13F filings are viewable for Marcho Partners going back to 2019
- 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
- Marcho Partners 2019 Q4 filed Feb. 12, 2020