Marcho Partners

Marcho Partners as of Dec. 31, 2020

Portfolio Holdings for Marcho Partners

Marcho Partners holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Snap Note 0.750% 8/0 (Principal) 10.0 $111M 50M 2.25
Unity Software (U) 10.0 $111M 722k 153.47
Sea Sponsord Ads (SE) 9.8 $109M 546k 199.05
MercadoLibre (MELI) 8.5 $95M 57k 1675.22
Bridgetown Holdings Unit 10/15/2025 8.4 $94M 5.5M 16.98
Elastic N V Ord Shs (ESTC) 6.7 $74M 508k 146.13
Spotify Technology S A SHS (SPOT) 6.3 $70M 221k 314.66
Shopify Cl A (SHOP) 6.1 $68M 60k 1131.94
Social Capital Hedosopha Hld Unit 99/99/9999 4.2 $46M 3.5M 13.18
Social Capital Hedosopha Hld Unit 99/99/9999 4.1 $45M 3.5M 12.91
Ribbit Leap Unit 99/99/9999 3.9 $43M 2.9M 14.97
Vy Global Growth Com Cl A 2.7 $30M 2.9M 10.42
Dragoneer Growth Opportun Unit 08/18/2027 2.6 $29M 2.1M 13.99
Jaws Spitfire Acquisition Unit 99/99/9999 2.6 $29M 2.6M 11.05
Opendoor Technologies *w Exp 12/18/202 2.5 $28M 3.6M 7.72
Social Capital Hedosopha Hld Unit 99/99/9999 2.4 $26M 1.8M 14.63
Reinvent Technology Partners Unit 99/99/9999 2.2 $25M 2.0M 12.25
Farfetch Ord Sh Cl A (FTCHF) 2.2 $24M 375k 63.81
Marquee Raine Acquisition Unit 12/01/2025 1.9 $21M 1.9M 10.83
Atlassian Corp Cl A 1.4 $16M 68k 233.87
Altimeter Growth Corp Unit 99/99/9999 0.9 $10M 800k 13.00
Reinvent Technology Partners Unit 99/99/9999 0.4 $4.7M 411k 11.38
Dragoneer Growth Oppty Corp Shs Cl A 0.3 $3.5M 300k 11.72