Marcho Partners as of Sept. 30, 2024
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 17.9 | $67M | 33k | 2051.96 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 11.7 | $44M | 90k | 488.07 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 11.5 | $43M | 75k | 573.76 | |
| Dlocal Class A Com Call Option (DLO) | 10.4 | $39M | 4.9M | 8.00 | |
| Shopify Cl A (SHOP) | 10.3 | $39M | 481k | 80.14 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.0 | $30M | 2.2M | 13.65 | |
| Grab Holdings Class A Ord (GRAB) | 6.3 | $24M | 6.2M | 3.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.0 | $23M | 130k | 173.67 | |
| Gitlab Class A Com (GTLB) | 5.9 | $22M | 432k | 51.54 | |
| Spotify Technology S A SHS (SPOT) | 5.7 | $22M | 58k | 368.53 | |
| Elastic N V Ord Shs (ESTC) | 4.9 | $18M | 239k | 76.76 | |
| Sea Sponsord Ads (SE) | 1.4 | $5.2M | 56k | 94.28 |
