Marcho Partners as of March 31, 2020
Portfolio Holdings for Marcho Partners
Marcho Partners holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 56.4 | $129M | 500k | 257.75 | |
Elastic N V ord (ESTC) | 7.8 | $18M | 320k | 55.81 | |
Palo Alto Networks I note 0.750% 7/0 | 6.7 | $15M | 16M | 0.96 | |
Arco Platform Cl A Ord | 5.6 | $13M | 302k | 42.26 | |
Snap Inc cl a (SNAP) | 5.2 | $12M | 1.0M | 11.89 | |
Spotify Technology Sa (SPOT) | 5.1 | $12M | 96k | 121.44 | |
MercadoLibre (MELI) | 4.4 | $10M | 21k | 488.56 | |
Wix (WIX) | 3.3 | $7.6M | 75k | 100.82 | |
Farfetch Ltd ord sh cl a (FTCHQ) | 2.9 | $6.6M | 833k | 7.90 | |
Sea Ltd Adr Isin Us81141r1005 (SE) | 2.7 | $6.1M | 139k | 44.31 |