Marcho Partners LLP

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    11

  • Value ($000)

    $372,404

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001782974
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$76.68M
21 %

150,000

put
MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$73.17M
20 %

43,032

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$44.11M
12 %

223,331

NU
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$36.68M
10 %

3,540,289

---

DLOCAL LTD

CLASS A COM
G29018101
$30.23M
8 %

2,684,443

SHOP
SHOP

SHOPIFY INC

CL A
82509L107
$29.13M
8 %

273,956

---

GRAB HOLDINGS LIMITED

CLASS A ORD
G4124C109
$23.30M
6 %

4,936,577

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$21.68M
6 %

384,723

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$19.70M
5 %

44,028

SE
SE

SEA LTD

SPONSORD ADS
81141R100
$14.35M
4 %

135,268

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