Marcho Partners LLP Portfolio Holdings by Sector

Marcho Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SHOP GRAB GTLB ESTC 4 stocks	$102,651 27.38% of portfolio	-	4	-	-	0 Calls 0 Puts
ETFs \| ETFs QQQ SPY 2 stocks	$86,965 23.19% of portfolio	2	-	-	-	0 Calls 2 Puts
Internet Retail \| Consumer Cyclical MELI SE 2 stocks	$72,250 19.27% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology DLO DLO 2 stocks	$39,193 10.45% of portfolio	2	-	-	-	1 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$29,824 7.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$22,526 6.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$21,521 5.74% of portfolio	-	1	-	-	0 Calls 0 Puts

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