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 (FTCHQ) | 8.0 | $12M | 1.1M | 10.35 |
