Marcho Partners as of Dec. 31, 2019
Portfolio Holdings for Marcho Partners
Marcho Partners holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Elastic N V ord (ESTC) | 12.9 | $19M | 293k | 64.30 | |
Sea Ltd Adr Isin Us81141r1005 (SE) | 12.2 | $18M | 443k | 40.22 | |
Pagseguro Digital Ltd-cl A (PAGS) | 11.4 | $17M | 490k | 34.16 | |
MercadoLibre (MELI) | 11.1 | $16M | 28k | 571.92 | |
Palo Alto Networks I note 0.750% 7/0 | 10.4 | $15M | 14M | 1.10 | |
Spotify Technology Sa (SPOT) | 8.8 | $13M | 86k | 149.55 | |
Stoneco (STNE) | 8.7 | $13M | 317k | 39.89 | |
Wix (WIX) | 8.6 | $13M | 102k | 122.38 | |
Arco Platform Cl A Ord | 8.0 | $12M | 266k | 44.20 | |
Farfetch Ltd ord sh cl a (FTCHF) | 8.0 | $12M | 1.1M | 10.35 |