Marcho Partners LLP Portfolio Holdings

Marcho Partners LLP

  • $375 Million
  • Q3 2024

Marcho Partners LLP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $375 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $67M, Shopify Inc. with a value of $38.6M, D Local LTD with a value of $36.8M, Nu Holdings Ltd. with a value of $29.8M, and Grab Holdings LTD with a value of $23.5M.

Examining the 13F form we can see an decrease of $7.66M in the current position value, from $383M to 375M.

Marcho Partners LLP is based out at London, X0

Below you can find more details about Marcho Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $375 Million
Technology: $164 Million
ETFs: $87 Million
Consumer Cyclical: $72.3 Million
Financial Services: $29.8 Million
Communication Services: $21.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.5B
$67 Million 17.87% of portfolio
32,673
Q3 2024 Reduced 26.51%
$123B
$38.6 Million 10.29% of portfolio
481,313
Q3 2024 Reduced 21.34%
$39B
$29.8 Million 7.95% of portfolio
2,184,913
Q3 2024 Reduced 10.52%
$16.7B
$23.5 Million 6.27% of portfolio
6,204,477
Q3 2024 Reduced 29.56%
$88.7B
$21.5 Million 5.74% of portfolio
58,398
Q3 2024 Reduced 37.76%
$60.8B
$5.25 Million 1.4% of portfolio
55,678
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $375 Million
  • Prior Value $383 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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