Filer Name: MARCHO PARTNERS LLP
CIK: 1782974
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 11
Portfolio Value: $0.37B

Marcho Partners Llp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QQQ US INVESCO QQQ TRUST SERIES 1 150,000 $77M 20.59% 66.7% Put
MELI US MERCADOLIBRE INC 43,032 $73M 19.65% 31.7% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 223,331 $44M 11.84% 72.2% -
NU US NU HOLDINGS LTD/CAYMAN ISL-A 3,540,289 $37M 9.85% 62.0% -
DLO US DLOCAL LTD 2,684,443 $30M 8.12% -41.6% -
SHOP US SHOPIFY INC - CLASS A 273,956 $29M 7.82% -43.1% -
GRAB US GRAB HOLDINGS LTD - CL A 4,936,577 $23M 6.26% -20.4% -
GTLB US GITLAB INC-CL A 384,723 $22M 5.82% -10.9% -
SPOT US SPOTIFY TECHNOLOGY SA 44,028 $20M 5.29% -24.6% -
SE US SEA LTD-ADR 135,268 $14M 3.85% 142.9% -
DLO US DLOCAL LTD 300,000 $3M 0.91% -41.6% Call
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