Marcho Partners LLP Portfolio Holdings by Sector

Marcho Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SHOP GTLB ESTC GRAB 4 stocks	$145,181 37.95% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI 1 stocks	$73,063 19.1% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY QQQ 2 stocks	$51,166 13.37% of portfolio	2	-	2	-	0 Calls 2 Puts
Software—Infrastructure \| Technology DLO DLO 2 stocks	$33,727 8.82% of portfolio	2	-	1	-	1 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$31,475 8.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$29,442 7.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$18,535 4.84% of portfolio	1	-	1	-	0 Calls 0 Puts

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