Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $340 Million
  • Q1 2024

Marcho Partners LLP has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $340 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $66.9M, D Local LTD with a value of $43.2M, Spotify Technology S.A. with a value of $42.2M, Shopify Inc. with a value of $36.2M, and Elastic N.V. with a value of $34.2M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $292M to 340M.

Marcho Partners LLP is based out at London, X0

Below you can find more details about Marcho Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $340 Million
Technology: $174 Million
Consumer Cyclical: $91 Million
Communication Services: $42.2 Million
Financial Services: $32.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.7B
$66.9 Million 19.68% of portfolio
44,241
Q1 2024 Added 26.34%
$1.31B
$43.2 Million 12.72% of portfolio
2,939,484
Q1 2024 Added 75.28%
$60.6B
$42.2 Million 12.42% of portfolio
159,996
Q1 2024 Reduced 19.7%
$78.6B
$36.2 Million 10.64% of portfolio
468,633
Q1 2024 Reduced 11.58%
$10.8B
$34.2 Million 10.06% of portfolio
340,915
Q1 2024 Added 8.63%
$45.9B
$32.3 Million 9.49% of portfolio
2,703,850
Q1 2024 New
$4.33B
$30.9 Million 9.08% of portfolio
529,284
Q1 2024 Reduced 7.8%
$13.2B
$29.9 Million 8.8% of portfolio
9,519,319
Q1 2024 Added 5.33%
$5.68B
$24.2 Million 7.11% of portfolio
664,642
Q1 2024 Reduced 1.06%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $340 Million
  • Prior Value $292 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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