Marcho Partners LLP Portfolio Holdings
Marcho Partners LLP
- $372 Million
- Q4 2024
Marcho Partners LLP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $372 Million distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $73.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $44.1M, Nu Holdings Ltd. with a value of $36.7M, D Local LTD with a value of $30.2M, and Shopify Inc. with a value of $29.1M.
Examining the 13F form we can see an decrease of $2.53M in the current position value, from $375M to 372M.
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
$372 Million
Technology: $152 Million
Consumer Cyclical: $87.5 Million
ETFs: $76.7 Million
Financial Services: $36.7 Million
Communication Services: $19.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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