Marcho Partners LLP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 10 US equity positions worth $285.6m in its Q3 2024 13F filing. The largest position was MELI at 23.5% of the reported book, followed by SHOP and DLO.
What did Marcho Partners LLP own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 23.5% | $67.0m | 32,673 | – | |
| 2 | SHOP SHOPIFY INC | Technology | 13.5% | $38.6m | 481,313 | – | |
| 3 | DLO DLOCAL LTD | Technology | 12.9% | $36.7m | 4,593,112 | – | |
| 4 | NU NU HLDGS LTD | Financial Services | 10.4% | $29.8m | 2,184,913 | – | |
| 5 | GRAB HOLDINGS LIMITED | 8.3% | $23.6m | 6,204,477 | – | ||
| 6 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 7.9% | $22.5m | 129,706 | – | |
| 7 | GTLB GITLAB INC | Technology | 7.8% | $22.2m | 431,672 | – | |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.5% | $21.5m | 58,398 | – | |
| 9 | ESTC ELASTIC N V | Technology | 6.4% | $18.3m | 238,541 | – | |
| 10 | SE SEA LTD | Consumer Cyclical | 1.8% | $5.2m | 55,678 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.