Marcho Partners as of Sept. 30, 2020
Portfolio Holdings for Marcho Partners
Marcho Partners holds 14 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 15.1 | $78M | 509k | 154.04 | |
| Snap Note 0.750% 8/0 (Principal) | 13.2 | $69M | 50M | 1.39 | |
| MercadoLibre (MELI) | 11.2 | $58M | 54k | 1082.48 | |
| Elastic N V Ord Shs (ESTC) | 8.9 | $46M | 430k | 107.89 | |
| Unity Software (U) | 8.7 | $45M | 520k | 87.28 | |
| Spotify Technology S A SHS (SPOT) | 8.4 | $44M | 181k | 242.57 | |
| Shopify Cl A (SHOP) | 8.1 | $42M | 41k | 1022.97 | |
| Ribbit Leap Unit 99/99/9999 | 7.2 | $38M | 2.9M | 13.00 | |
| Arco Platform Com Cl A | 5.8 | $30M | 741k | 40.84 | |
| Dragoneer Growth Opportun Unit 08/18/2027 | 4.8 | $25M | 2.1M | 12.25 | |
| Reinvent Technology Partners Unit 99/99/9999 | 4.4 | $23M | 2.0M | 11.49 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 1.4 | $7.4M | 294k | 25.16 | |
| Stoneco Com Cl A (STNE) | 1.4 | $7.4M | 140k | 52.89 | |
| Atlassian Corp Cl A | 1.3 | $6.9M | 38k | 181.80 |
