$1.21 Billion is the total value of Marcho Partners LLP's 25 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BTWN | New | BRIDGETOWN HOLDINGS LTD | $61,031,000 | – | 5,625,000 | +100.0% | 5.06% | – |
| JWSM | New | JAWS MUSTANG ACQUISITION COR | $54,340,000 | – | 5,500,000 | +100.0% | 4.51% | – |
| CPUH | New | COMPUTE HEALTH ACQUISITIN CO | $38,947,000 | – | 3,950,000 | +100.0% | 3.23% | – |
| VACQ | New | VECTOR ACQUISITION CORP | $37,862,000 | – | 3,197,830 | +100.0% | 3.14% | – |
| LEAP | New | RIBBIT LEAP LTD | $31,900,000 | – | 2,900,000 | +100.0% | 2.65% | – |
| CHAAU | New | CATCHA INVESTMENT CORPunit 99/99/9999 | $26,865,000 | – | 2,700,000 | +100.0% | 2.23% | – |
| ATVCU | New | TRIBE CAPITAL GROWTH CORP Iunit 02/24/2026 | $24,110,000 | – | 2,399,000 | +100.0% | 2.00% | – |
| BTNB | New | BRIDGETOWN 2 HOLDINGS LTDcl a | $23,040,000 | – | 2,250,000 | +100.0% | 1.91% | – |
| LDHAU | New | LDH GROWTH CORP Iunit 03/17/2026 | $20,189,000 | – | 1,995,000 | +100.0% | 1.68% | – |
| IACBU | New | ION ACQUISITION CORP 2 LTDunit 99/99/9999 | $14,224,000 | – | 1,400,000 | +100.0% | 1.18% | – |
| RTPYU | New | REINVENT TECHNOLOGY PARTNERSunit 03/12/2026 | $11,546,000 | – | 1,150,000 | +100.0% | 0.96% | – |
| AGC | New | ALTIMETER GROWTH CORPcl a | $4,071,000 | – | 347,916 | +100.0% | 0.34% | – |
| JWSMWS | New | JAWS MUSTANG ACQUISITION COR*w exp 01/30/202 | $1,595,000 | – | 1,375,000 | +100.0% | 0.13% | – |
| LEAPWS | New | RIBBIT LEAP LTD*w exp 09/09/202 | $1,366,000 | – | 455,398 | +100.0% | 0.11% | – |
| CPUHWS | New | COMPUTE HEALTH ACQUISITIN CO*w exp 01/25/202 | $1,077,000 | – | 861,699 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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 | 2024-05-13 |
| 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 |
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.