Marcho Partners LLP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $383 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $73.1M, Shopify Inc. with a value of $40.4M, Gitlab Inc. with a value of $37.4M, Elastic N.V. with a value of $36.1M, and D Local LTD with a value of $32.5M.

Examining the 13F form we can see an increase of $42.8M in the current position value, from $340M to 383M.

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 $383 Million
Technology: $197 Million
Consumer Cyclical: $73.1 Million
ETFs: $51.2 Million
Financial Services: $31.5 Million
Communication Services: $29.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $383 Million
  • Prior Value $340 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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