Marcho Partners LLP

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$292M
Signature - Title
Craig Simkin - COO
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Marcho Partners LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marcho Partners LLP reported 9 stock holdings with total value $292M as of Q4 2024. Top holdings included MELI, TSM, NU, DLO, and SHOP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 9 $292M +$58.6M -$76.9M -$18.3M MELI, TSM, NU, DLO, SHOP 13F-HR 2/13/2025, 06:52 AM
Q3 2024 10 $286M +$13.8M -$83.6M -$69.8M MELI, SHOP, DLO, NU, GRAB 13F-HR 11/14/2024, 06:05 AM
Q2 2024 9 $330M +$48.2M -$53.6M -$5.39M MELI, SHOP, GTLB, ESTC, DLO 13F-HR 8/14/2024, 07:13 AM
Q1 2024 9 $340M +$69M -$18M +$51M MELI, DLO, SPOT, SHOP, ESTC 13F-HR 5/13/2024, 10:47 AM
Q4 2023 8 $292M +$17.2M -$110M -$93.3M MELI, SHOP, SPOT, GTLB, ESTC 13F-HR 2/13/2024, 06:13 AM
Q3 2023 13 $322M +$21M -$123M -$102M MELI, ESTC, SPOT, GTLB, SHOP 13F-HR 11/13/2023, 06:51 AM
Q2 2023 13 $438M +$48.8M -$98.4M -$49.6M MELI, GTLB, U, SHOP, SPOT 13F-HR 8/11/2023, 12:13 PM
Q1 2023 12 $423M +$45.8M -$83.9M -$38.1M U, MELI, SHOP, SPOT, ESTC 13F-HR 5/15/2023, 06:09 AM
Q4 2022 13 $425M +$53.7M -$42.2M +$11.5M GTLB, ESTC, SHOP, U, MELI 13F-HR 2/14/2023, 06:28 AM
Q3 2022 14 $444M +$57.3M -$30.4M +$26.8M MELI, ESTC, SHOP, SPOT, U 13F-HR 11/14/2022, 07:43 AM
Q2 2022 12 $417M +$164M -$66.5M +$97.8M GTLB, SHOP, MELI, U, SPOT 13F-HR 8/12/2022, 07:45 AM
Q1 2022 12 $823M +$135M -$93.6M +$41.6M SHOP, MELI, WIX, SPOT, U 13F-HR 5/12/2022, 11:40 AM
Q4 2021 12 $1.38B +$396M -$163M +$232M WIX, MELI, SHOP, ESTC, CZOO 13F-HR 2/11/2022, 09:02 AM
Q3 2021 17 $1.59B +$271M -$85.3M +$186M APP, SHOP, MELI, WIX, ESTC 13F-HR 11/10/2021, 11:31 AM
Q2 2021 19 $1.49B +$635M -$476M +$159M MELI, SHOP, APP, ESTC, WIX 13F-HR 8/12/2021, 12:41 PM
Q1 2021 25 $1.21B +$647M -$489M +$158M MELI, SE, SHOP, ESTC, U 13F-HR 5/14/2021, 08:20 AM
Q4 2020 23 $1.11B +$437M +$437M U, SE, MELI, BTWNU, ESTC 13F-HR 2/12/2021, 06:28 AM
Q3 2020 14 $521M +$335M +$335M SE, MELI, ESTC, U, SPOT 13F-HR 11/13/2020, 08:23 AM
Q2 2020 5 $166M +$63.6M +$63.6M MELI, ESTC, SPOT, SE, ARCE 13F-HR 8/12/2020, 12:15 PM
Q1 2020 10 $229M +$147M -$22.3M +$125M SPY, ESTC, ARCE, SNAP, SPOT 13F-HR 5/14/2020, 11:09 AM
Q4 2019 10 $146M ESTC, SE, PAGS, MELI, SPOT 13F-HR 2/12/2020, 09:49 AM