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Disclosery

Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $372,404,402 across 11 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-25-000001

Period
2024-12-31
Reported value
$372M
Holdings
11
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+93,625$18.5M
MELIadded+10,359$17.6M
NUadded+1,355,376$14M
SEadded+79,590$8.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHOPreduced-207,357-$22M
DLOreduced-1,908,669-$21.5M
ESTCexited-238,541-$18.3M
SPOTreduced-14,370-$6.43M
GRABreduced-1,267,900-$5.98M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001782974-25-000001, largest first. % of portfolio is the value over $292,341,902, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 43,032 shares 43,032$73.2M25.03%+10,359Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,706 shares; 2024Q4: 223,331 shares 223,331$44.1M15.09%+93,625Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184,913 shares; 2024Q4: 3,540,289 shares 3,540,289$36.7M12.55%+1,355,376Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,593,112 shares; 2024Q4: 2,684,443 shares 2,684,443$30.2M10.34%-1,908,669Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,313 shares; 2024Q4: 273,956 shares 273,956$29.1M9.96%-207,357Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204,477 shares; 2024Q4: 4,936,577 shares 4,936,577$23.3M7.97%-1,267,900Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,672 shares; 2024Q4: 384,723 shares 384,723$21.7M7.42%-46,949Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 44,028 shares 44,028$19.7M6.74%-14,370Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: 135,268 shares 135,268$14.4M4.91%+79,590Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput150,000$76.7M+60,000
DLODLOCAL LTD CLASS A COMcall300,000$3.38M0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T75,000$43Mput
ESTCELASTIC N V238,541$18.3Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001782974-25-000001 base2025-02-13acceptance time not in the bulk data set