Marcho Partners as of Dec. 31, 2022
Portfolio Holdings for Marcho Partners
Marcho Partners holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gitlab Class A Com (GTLB) | 12.9 | $55M | 1.2M | 45.44 | |
| Elastic N V Ord Shs (ESTC) | 12.7 | $54M | 1.0M | 51.50 | |
| Shopify Cl A (SHOP) | 11.7 | $50M | 1.4M | 34.71 | |
| Unity Software (U) | 10.8 | $46M | 1.6M | 28.59 | |
| MercadoLibre (MELI) | 10.7 | $46M | 54k | 846.24 | |
| Spotify Technology S A SHS (SPOT) | 10.7 | $45M | 574k | 78.95 | |
| Farfetch Note 3.750% 5/0 (Principal) | 6.9 | $29M | 40M | 0.74 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 6.4 | $27M | 47M | 0.57 | |
| Block Note 0.125% 3/0 (Principal) | 5.6 | $24M | 25M | 0.95 | |
| Grab Holdings Class A Ord (GRAB) | 3.9 | $16M | 5.1M | 3.22 | |
| Sea Sponsord Ads (SE) | 3.6 | $15M | 291k | 52.03 | |
| Sea Note 2.375%12/0 (Principal) | 3.5 | $15M | 15M | 0.99 | |
| Cazoo Group | 0.7 | $3.1M | 20M | 0.16 |
