Marcho Partners as of March 31, 2022
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 19.3 | $159M | 235k | 675.96 | |
| MercadoLibre (MELI) | 18.1 | $149M | 125k | 1189.48 | |
| Wix SHS (WIX) | 12.3 | $101M | 969k | 104.46 | |
| Spotify Technology S A SHS (SPOT) | 9.5 | $78M | 516k | 151.02 | |
| Unity Software (U) | 9.1 | $75M | 753k | 99.21 | |
| Gitlab Class A Com (GTLB) | 8.4 | $69M | 1.3M | 54.45 | |
| Cazoo Group | 7.1 | $59M | 21M | 2.76 | |
| Farfetch Note 3.750% 5/0 (Principal) | 6.4 | $53M | 40M | 1.32 | |
| Sea Sponsord Ads (SE) | 4.2 | $35M | 290k | 119.79 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 2.3 | $19M | 1.3M | 15.12 | |
| Stoneco Com Cl A Call Option (STNE) | 1.7 | $14M | 1.2M | 11.70 | |
| Block Note 0.125% 3/0 (Principal) | 1.6 | $13M | 10M | 1.31 |
