Marcho Partners as of March 31, 2023
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unity Software (U) | 14.5 | $61M | 1.9M | 32.44 | |
| MercadoLibre (MELI) | 13.5 | $57M | 43k | 1318.06 | |
| Shopify Cl A (SHOP) | 11.0 | $47M | 971k | 47.94 | |
| Spotify Technology S A SHS (SPOT) | 10.6 | $45M | 335k | 133.62 | |
| Elastic N V Ord Shs (ESTC) | 10.6 | $45M | 773k | 57.90 | |
| Gitlab Class A Com (GTLB) | 10.2 | $43M | 1.3M | 34.29 | |
| Farfetch Note 3.750% 5/0 (Principal) | 7.4 | $32M | 40M | 0.79 | |
| Global E Online SHS (GLBE) | 6.5 | $28M | 854k | 32.23 | |
| Sea Sponsord Ads (SE) | 5.9 | $25M | 290k | 86.55 | |
| Grab Holdings Class A Ord (GRAB) | 5.0 | $21M | 7.0M | 3.01 | |
| Sea Note 2.375%12/0 (Principal) | 4.3 | $18M | 15M | 1.22 | |
| Cazoo Group Cl A | 0.4 | $1.7M | 698k | 2.49 |
