Marcho Partners as of Dec. 31, 2024
Portfolio Holdings for Marcho Partners
Marcho Partners holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 20.6 | $77M | 150k | 511.23 | |
| MercadoLibre (MELI) | 19.6 | $73M | 43k | 1700.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.8 | $44M | 223k | 197.49 | |
| Nu Hldgs Ord Shs Cl A (NU) | 9.8 | $37M | 3.5M | 10.36 | |
| Dlocal Class A Com Call Option (DLO) | 9.0 | $34M | 3.0M | 11.26 | |
| Shopify Cl A (SHOP) | 7.8 | $29M | 274k | 106.33 | |
| Grab Holdings Class A Ord (GRAB) | 6.3 | $23M | 4.9M | 4.72 | |
| Gitlab Class A Com (GTLB) | 5.8 | $22M | 385k | 56.35 | |
| Spotify Technology S A SHS (SPOT) | 5.3 | $20M | 44k | 447.38 | |
| Sea Sponsord Ads (SE) | 3.9 | $14M | 135k | 106.10 |
