Latest Marcho Partners LLP Stock Portfolio
$292Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Marcho Partners LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Marcho Partners LLP reported an equity portfolio of $292 Millions as of 31 Dec, 2023.
The top stock holdings of Marcho Partners LLP are MELI, SHOP, SPOT. The fund has invested 18.8% of it's portfolio in MERCADOLIBRE INC and 14.1% of portfolio in SHOPIFY INC.
The fund managers got completely rid off SEA LTD (SE) stocks. They significantly reduced their stock positions in ELASTIC N V (ESTC), SPOTIFY TECHNOLOGY S A (SPOT) and GITLAB INC (GTLB). The fund showed a lot of confidence in some stocks as they added substantially to DLOCAL LTD (DLO) and GRAB HOLDINGS LIMITED (GRAB).
The top stock holdings of Marcho Partners LLP are MELI, SHOP, SPOT. The fund has invested 18.8% of it's portfolio in MERCADOLIBRE INC and 14.1% of portfolio in SHOPIFY INC.
The fund managers got completely rid off SEA LTD (SE) stocks. They significantly reduced their stock positions in ELASTIC N V (ESTC), SPOTIFY TECHNOLOGY S A (SPOT) and GITLAB INC (GTLB). The fund showed a lot of confidence in some stocks as they added substantially to DLOCAL LTD (DLO) and GRAB HOLDINGS LIMITED (GRAB).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| DLOCAL LTD | 40.85 |
| GRAB HOLDINGS LIMITED | 39.05 |
Additions to existing portfolio by Marcho Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| ELASTIC N V | -44.11 |
| SPOTIFY TECHNOLOGY S A | -26.1 |
| GITLAB INC | -20.22 |
| MERCADOLIBRE INC | -16.84 |
| SHOPIFY INC | -9.74 |
| GLOBAL E ONLINE LTD | -5.22 |
Marcho Partners LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FARFETCH LTD | -21,450,000 |
| SEA LTD | -21,603,400 |
Marcho Partners LLP got rid off the above stocks
Current Stock Holdings of Marcho Partners LLP
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| DLO | DLOCAL LTD | 10.16 | 1,677,010 | 29,666,300 | ADDED | 40.85 | |
| ESTC | ELASTIC N V | 12.11 | 313,840 | 35,369,800 | REDUCED | -44.11 | |
| FTCH | FARFETCH LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GLBE | GLOBAL E ONLINE LTD | 9.12 | 671,780 | 26,622,600 | REDUCED | -5.22 | |
| GRAB | GRAB HOLDINGS LIMITED | 10.43 | 9,037,720 | 30,457,100 | ADDED | 39.05 | |
| GTLB | GITLAB INC | 12.38 | 574,084 | 36,144,300 | REDUCED | -20.22 | |
| MELI | MERCADOLIBRE INC | 18.84 | 35,017 | 55,030,600 | REDUCED | -16.84 | |
| SE | SEA LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHOP | SHOPIFY INC | 14.14 | 530,028 | 41,289,200 | REDUCED | -9.74 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 12.82 | 199,259 | 37,442,800 | REDUCED | -26.1 |