Marcho Partners LLP holdings history

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65 is the total number of securities Marcho Partners LLP has owned. The longest Marcho Partners LLP has owned a single stock is 16 quarters.

Marcho Partners LLP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MELI MERCADOLIBRE INC16164.39%13.05%25.89%Q4 2019Q3 202316
SPOT SPOTIFY TECHNOLOGY S A16165.10%9.23%20.03%Q4 2019Q3 202316
SE SEA LTD16162.69%7.80%18.50%Q4 2019Q3 202316
ESTC ELASTIC N V966.68%10.99%20.12%Q4 2019Q3 202315
SHOP SHOPIFY INC13136.10%11.16%19.28%Q3 2020Q3 202313
U UNITY SOFTWARE INC12125.17%9.86%14.50%Q3 2020Q2 202312
FTCH FARFETCH LTD920.31%2.90%7.96%Q4 2019Q3 202211
FARFETCH LTD10106.34%7.33%8.73%Q2 2021Q3 202310
GITLAB INC887.26%10.12%12.95%Q4 2021Q3 20238
WIX WIX COM LTD423.32%10.43%17.32%Q4 2019Q1 20226
CAZOO GROUP LTD660.73%4.10%9.05%Q3 2021Q4 20226
GRAB HOLDINGS LIMITED552.54%4.81%7.14%Q3 2022Q3 20235
ARCE ARCO PLATFORM LTD445.58%8.72%15.45%Q4 2019Q3 20204
BLOCK INC441.59%4.48%5.62%Q1 2022Q4 20224
SEA LTD443.40%3.85%4.32%Q3 2022Q2 20234
COINBASE GLOBAL INC336.36%9.91%11.96%Q2 2022Q4 20223
GLBE GLOBAL E ONLINE LTD336.51%7.54%8.74%Q1 2023Q3 20233
VYGG VY GLOBAL GROWTH330.33%2.10%3.28%Q4 2020Q2 20213
TEAM ATLASSIAN CORP PLC331.32%1.39%1.42%Q3 2020Q1 20213
AGC ALTIMETER GROWTH CORP330.34%0.47%0.54%Q1 2021Q3 20213
APP APPLOVIN CORP2211.98%13.54%15.11%Q2 2021Q3 20212
SNAP INC2210.01%11.60%13.19%Q3 2020Q4 20202
PALO ALTO NETWORKS INC226.65%8.55%10.44%Q4 2019Q1 20202
LEAPU RIBBIT LEAP LTD223.90%5.56%7.22%Q3 2020Q4 20202
STNE STONECO LTD111.42%5.03%8.65%Q4 2019Q3 20202
DLO DLOCAL LTD221.55%4.31%7.08%Q2 2023Q3 20232
DGNRU DRAGONEER GROWTH OPPOR...222.59%3.72%4.84%Q3 2020Q4 20202
RTPU REINVENT TECHNOLOGY PA...222.21%3.31%4.41%Q3 2020Q4 20202
OPENW OPENDOOR TECHNOLOGIES INC222.50%2.72%2.93%Q4 2020Q1 20212
BTWN BRIDGETOWN HOLDINGS LTD220.34%2.70%5.06%Q1 2021Q2 20212
STNE STONECO LTD221.46%1.58%1.71%Q4 2021Q1 20222
LEAP RIBBIT LEAP LTD220.36%1.50%2.65%Q1 2021Q2 20212
BTNB BRIDGETOWN 2 HOLDINGS LTD220.34%1.13%1.91%Q1 2021Q2 20212
LDHAU LDH GROWTH CORP I220.34%1.00%1.68%Q1 2021Q2 20212
AGCWW ALTIMETER GROWTH CORP220.01%0.02%0.02%Q2 2021Q3 20212
SPY SPDR S&P 500 ETF TR1156.38%56.38%56.38%Q1 2020Q1 20201
PAGS PAGSEGURO DIGITAL LTD1111.43%11.43%11.43%Q4 2019Q4 20191
BTWNU BRIDGETOWN HOLDINGS LTD118.43%8.43%8.43%Q4 2020Q4 20201
DLO DLOCAL LTD117.64%7.64%7.64%Q2 2023Q2 20231
SNAP SNAP INC115.20%5.20%5.20%Q1 2020Q1 20201
JWSM JAWS MUSTANG ACQUISITI...114.51%4.51%4.51%Q1 2021Q1 20211
IPOEU SOCIAL CAPITAL HEDOSOP...114.15%4.15%4.15%Q4 2020Q4 20201
IPOFU SOCIAL CAPITAL HEDOSOP...114.07%4.07%4.07%Q4 2020Q4 20201
CPUH COMPUTE HEALTH ACQUISI...113.23%3.23%3.23%Q1 2021Q1 20211
VACQ VECTOR ACQUISITION CORP113.14%3.14%3.14%Q1 2021Q1 20211
SPFRU JAWS SPITFIRE ACQUISIT...112.59%2.59%2.59%Q4 2020Q4 20201
IPODU SOCIAL CAPITAL HEDOSOP...112.37%2.37%2.37%Q4 2020Q4 20201
CHAAU CATCHA INVESTMENT CORP112.23%2.23%2.23%Q1 2021Q1 20211
ATVCU TRIBE CAPITAL GROWTH C...112.00%2.00%2.00%Q1 2021Q1 20211
SPIRE GLOBAL INC111.97%1.97%1.97%Q3 2021Q3 20211
MRACU MARQUEE RAINE ACQUISIT...111.88%1.88%1.88%Q4 2020Q4 20201
IACBU ION ACQUISITION CORP 2...111.18%1.18%1.18%Q1 2021Q1 20211
VELO3D INC111.05%1.05%1.05%Q3 2021Q3 20211
RTPYU REINVENT TECHNOLOGY PA...110.96%0.96%0.96%Q1 2021Q1 20211
AGCUU ALTIMETER GROWTH CORP110.94%0.94%0.94%Q4 2020Q4 20201
ROCKET LAB USA INC110.51%0.51%0.51%Q3 2021Q3 20211
RTPZU REINVENT TECHNOLOGY PA...110.42%0.42%0.42%Q4 2020Q4 20201
CAZOO GROUP LTD110.41%0.41%0.41%Q1 2023Q1 20231
IACC ION ACQUISITION CORP 3...110.33%0.33%0.33%Q2 2021Q2 20211
CHAA CATCHA INVESTMENT CORP110.32%0.32%0.32%Q2 2021Q2 20211
DGNS DRAGONEER GROWTH OPPTY...110.32%0.32%0.32%Q4 2020Q4 20201
JWSMWS JAWS MUSTANG ACQUISITI...110.13%0.13%0.13%Q1 2021Q1 20211
LEAPWS RIBBIT LEAP LTD110.11%0.11%0.11%Q1 2021Q1 20211
CPUHWS COMPUTE HEALTH ACQUISI...110.09%0.09%0.09%Q1 2021Q1 20211
MELI KASZEK PIONEER CORP110.02%0.02%0.02%Q3 2021Q3 20211
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The securities at the top of the list , including MERCADOLIBRE INC, SPOTIFY TECHNOLOGY S A, and SEA LTD, are the highest-conviction holdings of Marcho Partners LLP.

The conviction is calculated by counting the number of quarters a security has been reported by Marcho Partners LLP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Marcho Partners LLP owns currently or has owned in the past.