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	$87,524 23.5% of portfolio	2	-	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ 1 stocks	$76,684 20.59% of portfolio	1	-	-	-	0 Calls 1 Puts
Software—Application \| Technology SHOP GRAB GTLB 3 stocks	$74,108 19.9% of portfolio	-	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$44,105 11.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$36,677 9.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology DLO DLO 2 stocks	$33,604 9.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$19,697 5.29% of portfolio	-	1	-	-	0 Calls 0 Puts

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