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Marcho Partners LLP

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13F filer, CIK 1782974, LONDON, United Kingdom

Marcho Partners LLP reported $272,057,932 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001782974-25-000002

Period
2025-03-31
Reported value
$272M
Holdings
9
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+37,987$4.96M
TSMadded+23,661$3.93M
NUadded+375,720$3.85M
GRABadded+57,100$259K

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
DLOexited-2,684,443-$30.2M
MELIreduced-9,927-$19.4M
SPOTreduced-6,830-$3.76M
GTLBreduced-52,938-$2.49M
SHOPreduced-22,709-$2.17M

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, Q1 2025

Share positions as resolved from 13F-HR 0001782974-25-000002, largest first. % of portfolio is the value over $250,956,532, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 43,032 shares; 2025Q1: 33,105 shares 33,105$64.6M25.73%-9,927Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,706 shares; 2024Q4: 223,331 shares; 2025Q1: 246,992 shares 246,992$41M16.34%+23,661Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184,913 shares; 2024Q4: 3,540,289 shares; 2025Q1: 3,916,009 shares 3,916,009$40.1M15.98%+375,720Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,313 shares; 2024Q4: 273,956 shares; 2025Q1: 251,247 shares 251,247$24M9.56%-22,709Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204,477 shares; 2024Q4: 4,936,577 shares; 2025Q1: 4,993,677 shares 4,993,677$22.6M9.01%+57,100Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,678 shares; 2024Q4: 135,268 shares; 2025Q1: 173,255 shares 173,255$22.6M9.01%+37,987Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,398 shares; 2024Q4: 44,028 shares; 2025Q1: 37,198 shares 37,198$20.5M8.15%-6,830Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,672 shares; 2024Q4: 384,723 shares; 2025Q1: 331,785 shares 331,785$15.6M6.21%-52,938Timeline

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 COMput45,000$21.1M-105,000

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
DLODLOCAL LTD2,684,443$30.2Mshares
DLODLOCAL LTD300,000$3.38Mcall

How Q1 2025 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 0001782974-25-000002 base2025-05-13acceptance time not in the bulk data set