Marcho Partners as of June 30, 2023
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 12.0 | $52M | 44k | 1184.60 | |
| Gitlab Class A Com (GTLB) | 11.1 | $48M | 947k | 51.11 | |
| Unity Software (U) | 10.8 | $47M | 1.1M | 43.42 | |
| Shopify Cl A (SHOP) | 10.2 | $45M | 693k | 64.60 | |
| Spotify Technology S A SHS (SPOT) | 9.3 | $41M | 253k | 160.55 | |
| Dlocal Class A Com (DLO) | 9.2 | $40M | 3.3M | 12.21 | |
| Elastic N V Ord Shs (ESTC) | 8.1 | $36M | 554k | 64.12 | |
| Farfetch Note 3.750% 5/0 (Principal) | 7.5 | $33M | 40M | 0.82 | |
| Global E Online SHS (GLBE) | 7.4 | $32M | 788k | 40.94 | |
| Grab Holdings Class A Ord (GRAB) | 5.5 | $24M | 7.1M | 3.43 | |
| Sea Sponsord Ads (SE) | 4.8 | $21M | 362k | 58.04 | |
| Sea Note 2.375%12/0 (Principal) | 4.2 | $18M | 18M | 1.02 |
