Marcho Partners as of Sept. 30, 2022
Portfolio Holdings for Marcho Partners
Marcho Partners holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 12.7 | $56M | 68k | 827.78 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 11.4 | $51M | 77M | 0.66 | |
| Elastic N V Ord Shs (ESTC) | 11.1 | $49M | 684k | 71.74 | |
| Shopify Cl A (SHOP) | 10.8 | $48M | 1.8M | 26.94 | |
| Spotify Technology S A SHS (SPOT) | 10.1 | $45M | 520k | 86.30 | |
| Unity Software (U) | 9.9 | $44M | 1.4M | 31.86 | |
| Gitlab Class A Com (GTLB) | 8.4 | $38M | 732k | 51.22 | |
| Farfetch Note 3.750% 5/0 (Principal) | 8.2 | $37M | 40M | 0.91 | |
| Block Note 0.125% 3/0 (Principal) | 5.2 | $23M | 25M | 0.92 | |
| Sea Sponsord Ads (SE) | 4.0 | $18M | 314k | 56.05 | |
| Sea Note 2.375%12/0 (Principal) | 3.4 | $15M | 15M | 1.01 | |
| Grab Holdings Class A Ord (GRAB) | 2.5 | $11M | 4.3M | 2.63 | |
| Cazoo Group | 2.1 | $9.1M | 20M | 0.46 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.3 | $1.4M | 183k | 7.45 |
