$146 Million is the total value of Marcho Partners LLP's 10 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESTC | New | ELASTIC N V | $18,859,000 | – | 293,296 | +100.0% | 12.89% | – |
| SE | New | SEA LTDsponsored ads | $17,805,000 | – | 442,678 | +100.0% | 12.17% | – |
| PAGS | New | PAGSEGURO DIGITAL LTD | $16,721,000 | – | 489,500 | +100.0% | 11.43% | – |
| MELI | New | MERCADOLIBRE INC | $16,214,000 | – | 28,350 | +100.0% | 11.08% | – |
| New | PALO ALTO NETWORKS INCnote 0.750% 7/0 | $15,269,000 | – | 13,821,000 | +100.0% | 10.44% | – | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $12,861,000 | – | 86,000 | +100.0% | 8.79% | – |
| STNE | New | STONECO LTD | $12,656,000 | – | 317,280 | +100.0% | 8.65% | – |
| WIX | New | WIX COM LTD | $12,511,000 | – | 102,231 | +100.0% | 8.55% | – |
| ARCE | New | ARCO PLATFORM LTD | $11,739,000 | – | 265,583 | +100.0% | 8.02% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $11,639,000 | – | 1,124,498 | +100.0% | 7.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 16 | Q3 2023 | 25.9% |
| SPOTIFY TECHNOLOGY S A | 16 | Q3 2023 | 20.0% |
| SEA LTD | 16 | Q3 2023 | 18.5% |
| ELASTIC N V | 15 | Q3 2023 | 20.1% |
| SHOPIFY INC | 13 | Q3 2023 | 19.3% |
| UNITY SOFTWARE INC | 12 | Q2 2023 | 14.5% |
| FARFETCH LTD | 11 | Q3 2022 | 8.0% |
| FARFETCH LTD | 10 | Q3 2023 | 8.7% |
| GITLAB INC | 8 | Q3 2023 | 12.9% |
| WIX COM LTD | 6 | Q1 2022 | 17.3% |
View Marcho Partners LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Gitlab Inc. | February 13, 2023 | 1,211,243 | 1.3% |
| Cazoo Group Ltd | March 18, 2022 | 21,200,366 | 2.8% |
| Bridgetown Holdings LtdSold out | February 11, 2022 | 0 | 0.0% |
| Ribbit LEAP, Ltd.Sold out | February 11, 2022 | 0 | 0.0% |
| Velo3D, Inc.Sold out | February 11, 2022 | 0 | 0.0% |
| Bridgetown Holdings Ltd | February 12, 2021 | 5,516,664 | 9.3% |
| JAWS Spitfire Acquisition Corp | February 12, 2021 | 2,601,680 | 7.5% |
View Marcho Partners LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| SC 13G/A | 2022-03-18 |
View Marcho Partners LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.