Marcho-Partners-Llp
AI_NATIVE detailed information: This accession holds the following tickers:[ "SE", "GRAB", "GTLB", "NU", "SHOP", "TSM", "SPOT", "MELI", "QQQ" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 9
- Total Value
- 272057932
- Accession Number
- 0001782974-25-000002
- Form Type
- 13F-HR
- Manager Name
- Marcho-Partners-Llp
Data Enrichment
100% identified9 identified0 unidentified
Holdings
9 positions • $272.1M total value
Manager:
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Shares:247.0K
Value:$41.0M
% of Portfolio:15.1% ($41.0M/$272.1M)
Shares:45.0K
Value:$21.1M
% of Portfolio:7.8% ($21.1M/$272.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 33.1K | All Managers (Combined) | $64.6M | 23.7% ($64.6M/$272.1M) | |||
| 247.0K | YoY NEW(+247.0K) | All Managers (Combined) | $41.0M | 15.1% ($41.0M/$272.1M) | YoY NEW(+$41.0M) | |
Nu Holdings Ltd.(NUcusipG6683N103) | 3.9M | All Managers (Combined) | $40.1M | 14.7% ($40.1M/$272.1M) | ||
SHOPIFY INC.(SHOPcusip82509L107) | 251.2K | All Managers (Combined) | $24.0M | 8.8% ($24.0M/$272.1M) | ||
| 5.0M | All Managers (Combined) | $22.6M | 8.3% ($22.6M/$272.1M) | |||
| 173.3K | YoY NEW(+173.3K) | All Managers (Combined) | $22.6M | 8.3% ($22.6M/$272.1M) | YoY NEW(+$22.6M) | |
| 45.0K | YoY NEW(+45.0K) | All Managers (Combined) | $21.1M | 7.8% ($21.1M/$272.1M) | YoY NEW(+$21.1M) | |
| 37.2K | All Managers (Combined) | $20.5M | 7.5% ($20.5M/$272.1M) | |||
Gitlab Inc.(GTLBcusip37637K108) | 331.8K | All Managers (Combined) | $15.6M | 5.7% ($15.6M/$272.1M) |