Marcho Partners as of June 30, 2021
Portfolio Holdings for Marcho Partners
Marcho Partners holds 19 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 13.4 | $201M | 129k | 1557.79 | |
| Shopify Cl A (SHOP) | 12.6 | $187M | 128k | 1460.98 | |
| Applovin Corp Com Cl A (APP) | 12.0 | $179M | 2.4M | 75.17 | |
| Elastic N V Ord Shs (ESTC) | 11.8 | $176M | 1.2M | 145.76 | |
| Wix SHS (WIX) | 10.2 | $153M | 526k | 290.28 | |
| Unity Software (U) | 9.0 | $135M | 1.2M | 109.83 | |
| Farfetch Note 3.750% 5/0 (Principal) | 8.7 | $130M | 40M | 3.26 | |
| Sea Sponsord Ads (SE) | 7.5 | $113M | 410k | 274.60 | |
| Spotify Technology S A SHS (SPOT) | 6.6 | $98M | 355k | 275.59 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 5.3 | $79M | 1.6M | 50.36 | |
| Altimeter Growth Corp Cl A | 0.5 | $7.8M | 664k | 11.70 | |
| Ribbit Leap Shs Cl A | 0.4 | $5.3M | 500k | 10.69 | |
| Bridgetown 2 Holdings Cl A | 0.3 | $5.1M | 500k | 10.20 | |
| Bridgetown Holdings Com Cl A | 0.3 | $5.1M | 500k | 10.12 | |
| Ldh Growth Corp I Unit 03/17/2026 | 0.3 | $5.0M | 500k | 10.00 | |
| Vy Global Growth Com Cl A | 0.3 | $5.0M | 500k | 9.95 | |
| Ion Acquisition Corp 3 Shs Cl A | 0.3 | $4.9M | 500k | 9.81 | |
| Catcha Investment Corp Shs Cl A (CHAA) | 0.3 | $4.8M | 500k | 9.68 | |
| Altimeter Growth Corp *w Exp 09/30/202 | 0.0 | $321k | 101k | 3.19 |
