Marcho Partners as of Dec. 31, 2021
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 17.3 | $240M | 1.5M | 157.79 | |
| MercadoLibre (MELI) | 14.6 | $202M | 150k | 1348.40 | |
| Shopify Cl A (SHOP) | 11.3 | $156M | 113k | 1377.39 | |
| Elastic N V Ord Shs (ESTC) | 10.7 | $148M | 1.2M | 123.09 | |
| Cazoo Group | 9.0 | $125M | 21M | 6.03 | |
| Spotify Technology S A SHS (SPOT) | 7.9 | $109M | 466k | 234.03 | |
| Gitlab Class A Com (GTLB) | 7.3 | $101M | 1.2M | 87.00 | |
| Farfetch Note 3.750% 5/0 (Principal) | 6.6 | $91M | 40M | 2.28 | |
| Sea Sponsord Ads (SE) | 5.4 | $75M | 337k | 223.71 | |
| Unity Software (U) | 5.2 | $72M | 500k | 142.99 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 3.2 | $44M | 1.3M | 33.43 | |
| Stoneco Com Cl A Call Option (STNE) | 1.5 | $20M | 1.2M | 16.86 |
