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 (FTCHF) | 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 |