Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $372 Million
  • Q4 2024

Marcho Partners LLP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $372 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $73.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $44.1M, Nu Holdings Ltd. with a value of $36.7M, D Local LTD with a value of $30.2M, and Shopify Inc. with a value of $29.1M.

Examining the 13F form we can see an decrease of $2.53M in the current position value, from $375M to 372M.

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 $372 Million
Technology: $152 Million
Consumer Cyclical: $87.5 Million
ETFs: $76.7 Million
Financial Services: $36.7 Million
Communication Services: $19.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$73.2 Million 19.65% of portfolio
43,032
Q4 2024 Added 31.71%
$918B
$44.1 Million 11.84% of portfolio
223,331
Q4 2024 Added 72.18%
$38.5B
$36.7 Million 9.85% of portfolio
3,540,289
Q4 2024 Added 62.03%
$1.47B
$30.2 Million 8.12% of portfolio
2,684,443
Q4 2024 Reduced 41.56%
$119B
$29.1 Million 7.82% of portfolio
273,956
Q4 2024 Reduced 43.08%
$17.1B
$23.3 Million 6.26% of portfolio
4,936,577
Q4 2024 Reduced 20.44%
$4.91B
$21.7 Million 5.82% of portfolio
384,723
Q4 2024 Reduced 10.88%
$103B
$19.7 Million 5.29% of portfolio
44,028
Q4 2024 Reduced 24.61%
$76.2B
$14.4 Million 3.85% of portfolio
135,268
Q4 2024 Added 142.95%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $372 Million
  • Prior Value $375 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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