Fund HoldingsMarcho Partners LLP

Total Portfolio Value
$322.34M
Total Bought
$27.76M
Total Sold
$115.63M
Net Transaction
-$87.87M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DLOCAL LTD(DLO)555,6331,190,594+634,9616,78222,8247.08%+16,042
ELASTIC N V
ORD SHS
553,637561,502+7,86535,49945,61614.15%+10,117
SPOTIFY TECHNOLOGY S A(SPOT)253,446269,646+16,20040,69141,69812.94%+1,007
MERCADOLIBRE INC(MELI)44,25042,110-2,14052,41953,39016.56%+972
SEA LTD(SE)362,012491,544+129,53221,01121,6036.70%+592
GRAB HOLDINGS LIMITED
CLASS A ORD
7,063,2986,499,609-563,68924,22723,0097.14%-1,218
GLOBAL E ONLINE LTD
SHS
788,276708,770-79,50632,27228,1678.74%-4,105
FARFETCH LTD00032,82521,4506.65%-11,375
SHOPIFY INC(SHOP)693,052587,198-105,85444,77132,0439.94%-12,728
GITLAB INC(GTLB)947,267719,605-227,66248,41532,54110.10%-15,874
SEA LTD(SE)00018,3710-18,371
DLOCAL LTD(DLO)(Call)2,741,4000-2,741,40033,4590-33,459
UNITY SOFTWARE INC(U)1,088,8070-1,088,80747,2760-47,276
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