Marcho Partners LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Marcho Partners LLP disclosed 9 US equity positions worth $292.3m in its Q4 2024 13F filing. The largest position was MELI at 25.0% of the reported book, followed by TSM and NU. Against the Q3 2024 filing, it opened 0 new positions, added to 4 and reduced 5 among the top 9 holdings.
What did Marcho Partners LLP own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 25.0% | $73.2m | 43,032 | 32% | added |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 15.1% | $44.1m | 223,331 | 72% | added |
| 3 | NU NU HLDGS LTD | Financial Services | 12.5% | $36.7m | 3,540,289 | 62% | added |
| 4 | DLO DLOCAL LTD | Technology | 10.3% | $30.2m | 2,684,443 | -42% | reduced |
| 5 | SHOP SHOPIFY INC | Technology | 10.0% | $29.1m | 273,956 | -43% | reduced |
| 6 | GRAB HOLDINGS LIMITED | 8.0% | $23.3m | 4,936,577 | -20% | reduced | |
| 7 | GTLB GITLAB INC | Technology | 7.4% | $21.7m | 384,723 | -11% | reduced |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.7% | $19.7m | 44,028 | -25% | reduced |
| 9 | SE SEA LTD | Consumer Cyclical | 4.9% | $14.4m | 135,268 | 143% | added |
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.