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 |
