Marcho Partners as of Sept. 30, 2023
Portfolio Holdings for Marcho Partners
Marcho Partners holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 16.6 | $53M | 42k | 1267.88 | |
| Elastic N V Ord Shs (ESTC) | 14.2 | $46M | 562k | 81.24 | |
| Spotify Technology S A SHS (SPOT) | 12.9 | $42M | 270k | 154.64 | |
| Gitlab Class A Com (GTLB) | 10.1 | $33M | 720k | 45.22 | |
| Shopify Cl A (SHOP) | 9.9 | $32M | 587k | 54.57 | |
| Global E Online SHS (GLBE) | 8.7 | $28M | 709k | 39.74 | |
| Grab Holdings Class A Ord (GRAB) | 7.1 | $23M | 6.5M | 3.54 | |
| Dlocal Class A Com (DLO) | 7.1 | $23M | 1.2M | 19.17 | |
| Sea Sponsord Ads (SE) | 6.7 | $22M | 492k | 43.95 | |
| Farfetch Note 3.750% 5/0 (Principal) | 6.7 | $21M | 40M | 0.54 |
