Marcho Partners LLP
Q1 2025 13F Holdings
- Locationlondon, X0
- Num holdings
9
- Value ($000)
$272,058
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001782974
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MELI MERCADOLIBRE INC | COM | 58733R102 | $64.58M | 24 % | 33,105 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $41.00M | 15 % | 246,992 | ||
NU NU HLDGS LTD | ORD SHS CL A | G6683N103 | $40.10M | 15 % | 3,916,009 | ||
SHOP SHOPIFY INC | CL A | 82509L107 | $23.99M | 9 % | 251,247 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | $22.62M | 8 % | 4,993,677 | ||
SE SEA LTD | SPONSORD ADS | 81141R100 | $22.61M | 8 % | 173,255 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $21.10M | 8 % | 45,000 | put | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $20.46M | 8 % | 37,198 | ||
GTLB GITLAB INC | CLASS A COM | 37637K108 | $15.59M | 6 % | 331,785 |
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