Marcho Partners LLP Portfolio Holdings by Sector

Marcho Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical MELI SE 2 stocks	$87,191 32.05% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP GRAB GTLB 3 stocks	$62,203 22.86% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$41,000 15.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$40,099 14.74% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$21,101 7.76% of portfolio	-	1	-	-	0 Calls 1 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$20,460 7.52% of portfolio	-	1	-	-	0 Calls 0 Puts

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