Marcho Partners as of March 31, 2025
Portfolio Holdings for Marcho Partners
Marcho Partners holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 23.7 | $65M | 33k | 1950.87 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 15.1 | $41M | 247k | 166.00 | |
| Nu Hldgs Ord Shs Cl A (NU) | 14.7 | $40M | 3.9M | 10.24 | |
| Shopify Cl A (SHOP) | 8.8 | $24M | 251k | 95.48 | |
| Grab Holdings Class A Ord (GRAB) | 8.3 | $23M | 5.0M | 4.53 | |
| Sea Sponsord Ads (SE) | 8.3 | $23M | 173k | 130.49 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 7.8 | $21M | 45k | 468.92 | |
| Spotify Technology S A SHS (SPOT) | 7.5 | $21M | 37k | 550.03 | |
| Gitlab Class A Com (GTLB) | 5.7 | $16M | 332k | 47.00 |
