Fund HoldingsMarcho Partners LLP

Total Portfolio Value
$292.02M
Total Bought
$14.29M
Total Sold
$52.14M
Net Transaction
-$37.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SHOPIFY INC(SHOP)587,198530,028-57,17032,04341,28914.14%+9,246
GRAB HOLDINGS LIMITED
CLASS A ORD
6,499,6099,037,719+2,538,11023,00930,45710.43%+7,448
DLOCAL LTD(DLO)1,190,5941,677,009+486,41522,82429,66610.16%+6,843
GITLAB INC(GTLB)719,605574,084-145,52132,54136,14412.38%+3,604
MERCADOLIBRE INC(MELI)42,11035,017-7,09353,39055,03118.84%+1,640
GLOBAL E ONLINE LTD
SHS
708,770671,780-36,99028,16726,6239.12%-1,544
SPOTIFY TECHNOLOGY S A(SPOT)269,646199,259-70,38741,69837,44312.82%-4,255
ELASTIC N V
ORD SHS
561,502313,840-247,66245,61635,37012.11%-10,247
FARFETCH LTD00021,4500-21,450
SEA LTD(SE)491,5440-491,54421,6030-21,603
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