Latest Marcho Partners LLP Stock Portfolio
$339Million
Equity Portfolio Value
Last Reported on: 13 May, 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 $339.8 Millions as of 31 Mar, 2024.
The top stock holdings of Marcho Partners LLP are MELI, DLO, SPOT. The fund has invested 19.7% of it's portfolio in MERCADOLIBRE INC and 12.7% of portfolio in DLOCAL LTD.
They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A (SPOT), SHOPIFY INC (SHOP) and GITLAB INC (GTLB). Marcho Partners LLP opened new stock positions in NU HLDGS LTD (NU). The fund showed a lot of confidence in some stocks as they added substantially to DLOCAL LTD (DLO), MERCADOLIBRE INC (MELI) and ELASTIC N V (ESTC).
The top stock holdings of Marcho Partners LLP are MELI, DLO, SPOT. The fund has invested 19.7% of it's portfolio in MERCADOLIBRE INC and 12.7% of portfolio in DLOCAL LTD.
They significantly reduced their stock positions in SPOTIFY TECHNOLOGY S A (SPOT), SHOPIFY INC (SHOP) and GITLAB INC (GTLB). Marcho Partners LLP opened new stock positions in NU HLDGS LTD (NU). The fund showed a lot of confidence in some stocks as they added substantially to DLOCAL LTD (DLO), MERCADOLIBRE INC (MELI) and ELASTIC N V (ESTC).
New Buys
| Ticker | $ Bought |
|---|---|
| NU HLDGS LTD | 32,256,900 |
New stocks bought by Marcho Partners LLP
Additions
| Ticker | % Inc. |
|---|---|
| DLOCAL LTD | 75.28 |
| MERCADOLIBRE INC | 26.34 |
| ELASTIC N V | 8.63 |
| GRAB HOLDINGS LIMITED | 5.33 |
Additions to existing portfolio by Marcho Partners LLP
Reductions
| Ticker | % Reduced |
|---|---|
| SPOTIFY TECHNOLOGY S A | -19.7 |
| SHOPIFY INC | -11.58 |
| GITLAB INC | -7.8 |
| GLOBAL E ONLINE LTD | -1.06 |
Marcho Partners LLP reduced stake in above stock
Sold off
Current Stock Holdings of Marcho Partners LLP
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| DLO | DLOCAL LTD | 12.71 | 2,939,480 | 43,210,400 | ADDED | 75.28 | |
| ESTC | ELASTIC N V | 10.06 | 340,915 | 34,173,300 | ADDED | 8.63 | |
| GLBE | GLOBAL E ONLINE LTD | 7.11 | 664,642 | 24,159,700 | REDUCED | -1.06 | |
| GRAB | GRAB HOLDINGS LIMITED | 8.80 | 9,519,320 | 29,890,700 | ADDED | 5.33 | |
| GTLB | GITLAB INC | 9.08 | 529,284 | 30,867,800 | REDUCED | -7.8 | |
| MELI | MERCADOLIBRE INC | 19.68 | 44,241 | 66,890,600 | ADDED | 26.34 | |
| NU | NU HLDGS LTD | 9.49 | 2,703,850 | 32,256,900 | NEW | ||
| SHOP | SHOPIFY INC | 10.64 | 468,633 | 36,164,400 | REDUCED | -11.58 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 12.42 | 159,996 | 42,222,900 | REDUCED | -19.7 |