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	$71,647 30.44% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI SE 2 stocks	$68,277 29.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$53,215 22.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$28,896 12.28% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$13,323 5.66% of portfolio	-	1	-	-	0 Calls 1 Puts

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