Marcho Partners LLP

Marcho Partners LLP latest Q4_2020 13F filings reported $1,110,603,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 113.09%. This fund has 23 securities concentrations of 100% weights.

Marcho Partners LLP largest holding is Unity Software Inc. with weight of 9.97% and $110,741,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-122020-12-31Q4_202013F-HR23$1,110,603,000113.09%
2020-11-132020-09-30Q3_202013F-HR14$521,191,000213.72%
2020-08-122020-06-30Q2_202013F-HR5$166,135,00066.60%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
SNAP INCINCR$111,1540.62%10.01%$2.250.00%49,500,000
UNITY SOFTWARE INCUINCR$110,7411.44%9.97%$153.470.39%721,579
SEA LTDSEINCR$108,6770.39%9.79%$199.050.07%545,978
MERCADOLIBRE INCMELIINCR$94,9110.63%8.55%$1675.220.05%56,656
BRIDGETOWN HOLDINGS LTDBTWNUBUY$93,6730.00%8.43%$16.980.00%5,516,664
ELASTIC N VESTCINCR$74,1770.60%6.68%$146.130.18%507,608
SPOTIFY TECHNOLOGY S ASPOTINCR$69,5400.58%6.26%$314.660.22%221,000
SHOPIFY INCSHOPINCR$67,7570.61%6.10%$1131.940.45%59,859
SOCIAL CAPITAL HEDOSOPHA HLDIPOE/UBUY$46,1300.00%4.15%$13.180.00%3,500,000
SOCIAL CAPITAL HEDOSOPHA HLDIPOF/UBUY$45,1850.00%4.07%$12.910.00%3,500,000
RIBBIT LEAP LTDLEAP/UINCR$43,3330.15%3.90%$14.970.00%2,894,636
VY GLOBAL GROWTHVYGGBUY$29,9630.00%2.70%$10.420.00%2,875,552
DRAGONEER GROWTH OPPORTUN CODGNR/UINCR$28,8110.14%2.59%$13.990.00%2,059,423
JAWS SPITFIRE ACQUISITION COSPFR/UBUY$28,7490.00%2.59%$11.050.00%2,601,680
OPENDOOR TECHNOLOGIES INCOPENWBUY$27,7640.00%2.50%$7.720.00%3,596,374
SOCIAL CAPITAL HEDOSOPHA HLDIPOD/UBUY$26,3340.00%2.37%$14.630.00%1,800,000
REINVENT TECHNOLOGY PARTNERSRTP/UINCR$24,5000.07%2.21%$12.250.00%2,000,000
FARFETCH LTDFTCHINCR$23,9122.24%2.15%$63.810.28%374,731
MARQUEE RAINE ACQUISITION COMRACUBUY$20,9190.00%1.88%$10.830.00%1,931,591
ATLASSIAN CORP PLCTEAMINCR$15,7861.29%1.42%$233.870.78%67,500
Altimeter Growth CorpAGCUUBUY$10,4000.00%0.94%$13.000.00%800,000
REINVENT TECHNOLOGY PARTNERSRTPZ/UBUY$4,6710.00%0.42%$11.380.00%410,477
DRAGONEER GROWTH OPPTY CORPDGNSBUY$3,5160.00%0.32%$11.720.00%300,000
ARCO PLATFORM LTDARCESOLD$00.00%-100.00%$0.000.00%0
STONECO LTDSTNESOLD$00.00%-100.00%$0.000.00%0