Marcho Partners LLP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$330M
Signature - Title
Craig Simkin - COO
Location
10 Queen Street Place, London, United Kingdom
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 10 $322M +$21M -$89.6M -$68.6M MELI, ESTC, SPOT, GTLB, SHOP 13F-HR 11/13/2023, 06:51 AM
Q2 2023 12 $405M +$15.4M -$100M -$84.8M MELI, GTLB, U, SHOP, SPOT 13F-HR 8/11/2023, 12:13 PM
Q1 2023 12 $423M +$45.8M -$138M -$91.9M U, MELI, SHOP, SPOT, ESTC 13F-HR 5/15/2023, 06:09 AM
Q4 2022 13 $425M +$53.7M -$43.6M +$10.1M GTLB, ESTC, SHOP, U, MELI 13F-HR 2/14/2023, 07:28 AM
Q3 2022 14 $444M +$57.3M -$30.4M +$26.8M MELI, ESTC, SHOP, SPOT, U 13F-HR 11/14/2022, 08:43 AM
Q2 2022 12 $417M +$164M -$168M -$3.45M GTLB, SHOP, MELI, U, SPOT 13F-HR 8/12/2022, 07:45 AM
Q1 2022 11 $809M +$135M -$242M -$107M SHOP, MELI, WIX, SPOT, U 13F-HR 5/12/2022, 11:40 AM
Q4 2021 11 $1.36B +$376M -$438M -$62.4M WIX, MELI, SHOP, ESTC, CZOO 13F-HR 2/11/2022, 10:02 AM
Q3 2021 17 $1.56B +$240M -$90.4M +$149M 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 -$37.7M +$400M U, SE, MELI, BTWNU, ESTC 13F-HR 2/12/2021, 07:28 AM
Q3 2020 14 $521M +$335M $0 +$335M SE, MELI, ESTC, U, SPOT 13F-HR 11/13/2020, 09:23 AM
Q2 2020 5 $166M +$63.6M -$41.3M +$22.3M MELI, ESTC, SPOT, SE, ARCE 13F-HR 8/12/2020, 12:15 PM
Q1 2020 9 $99.7M +$18M -$51.7M -$33.6M ESTC, ARCE, SNAP, SPOT, MELI 13F-HR 5/14/2020, 11:09 AM
Q4 2019 10 $146M $0 $0 ESTC, SE, PAGS, MELI, SPOT 13F-HR 2/12/2020, 10:49 AM