Fund HoldingsMarcho Partners LLP

Total Portfolio Value
$339.84M
Total Bought
$59.42M
Total Sold
$17.64M
Net Transaction
+$41.78M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NU HLDGS LTD(NU)02,703,850+2,703,850032,2579.49%+32,257
DLOCAL LTD(DLO)1,677,0092,939,484+1,262,47529,66643,21012.72%+13,544
MERCADOLIBRE INC(MELI)35,01744,241+9,22455,03166,89119.68%+11,860
SPOTIFY TECHNOLOGY S A(SPOT)199,259159,996-39,26337,44342,22312.42%+4,780
GRAB HOLDINGS LIMITED
CLASS A ORD
9,037,7199,519,319+481,60030,45729,8918.80%-566
ELASTIC N V
ORD SHS
313,840340,915+27,07535,37034,17310.06%-1,196
GLOBAL E ONLINE LTD
SHS
671,780664,642-7,13826,62324,1607.11%-2,463
SHOPIFY INC(SHOP)530,028468,633-61,39541,28936,16410.64%-5,125
GITLAB INC(GTLB)574,084529,284-44,80036,14430,8689.08%-5,276
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