Marcho Partners as of June 30, 2024
Portfolio Holdings for Marcho Partners
Marcho Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 19.1 | $73M | 45k | 1643.40 | |
| Shopify Cl A (SHOP) | 10.6 | $40M | 612k | 66.05 | |
| Gitlab Class A Com (GTLB) | 9.8 | $37M | 752k | 49.72 | |
| Elastic N V Ord Shs (ESTC) | 9.4 | $36M | 317k | 113.91 | |
| Dlocal Class A Com Call Option (DLO) | 8.8 | $34M | 4.2M | 8.09 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.2 | $32M | 2.4M | 12.89 | |
| Grab Holdings Class A Ord (GRAB) | 8.2 | $31M | 8.8M | 3.55 | |
| Spotify Technology S A SHS (SPOT) | 7.7 | $29M | 94k | 313.79 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 7.1 | $27M | 50k | 544.22 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 6.3 | $24M | 50k | 479.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $19M | 107k | 173.81 |
