Marcho Partners LLP Portfolio Holdings by Sector

Marcho Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SHOP GRAB GTLB 3 stocks	$70,361 27.09% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI SE 2 stocks	$68,883 26.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$57,501 22.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$35,230 13.56% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$27,803 10.7% of portfolio	1	-	1	-	0 Calls 1 Puts

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