Marcho Partners LLP — Q1 2021 13F Holdings

Name: Marcho Partners LLP — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001782974

Total reported value

$123.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MELI	Mercadolibre INC	Stock-Consumer Disc	13.21%	+8.64%	+90.86%
2	SE	Sea Ltd-adr	Stock-Comm Services	12.13%	-0.73%	+19.96%
3	SHOP	Shopify INC - Class A	Stock-Tech	10.81%	+2.13%	+96.66%
4	VOO	Vanguard S&P 500 ETF	ETF-Large Cap & Growth	10.32%	—	+120.37%
5	U	Unity Software INC	Stock-Tech	8.91%	—	+48.34%
6	SPOT	Spotify Technology S.A.	Stock-Comm Services	6.13%	—	+24.68%
7	✓	Bridgetown Holdings LTD	Stock-Other	5.06%	—	—
8	✓	Jaws Mustang Acquisition Cor	Stock-Other	4.51%	—	—
9	✓	Vy Global Growth	Stock-Other	3.27%	—	+35.63%
10	✓	Compute Health Acquisitin Co	Stock-Other	3.23%	—	—
11	✓	Vector Acquisition CORP	Stock-Other	3.14%	—	—
12	✓	Opendoor Technologies INC	Stock-Other	2.93%	—	-3.69%
13	✓	Ribbit Leap LTD	Stock-Other	2.65%	—	—
14	✓	Catcha Investment CORP	Stock-Other	2.23%	—	—
15	✓		Stock-Other	2.00%	—	—
16	✓	Bridgetown 2 Holdings LTD	Stock-Other	1.91%	—	—
17	✓	Ldh Growth CORP I	Stock-Other	1.68%	—	—
18	FTCHQ	Farfetch Ltd-class A	Stock-Other	1.65%	—	—
19	TEAM	Atlassian Corporation	Stock-Tech	1.42%	—	+20.02%
20	✓	Ion Acquisition CORP 2 LTD	Stock-Other	1.18%	—	—
21	✓	Reinvent Technology Partners	Stock-Other	0.96%	—	—
22	GRAB	Grab Holdings Limited	Stock-Tech	0.34%	—	—
23	✓	Jaws Mustang Acquisition Cor	Stock-Other	0.13%	—	—
24	✓	Ribbit Leap LTD	Stock-Other	0.11%	—	—
25	✓	Compute Health Acquisitin Co	Stock-Other	0.09%	—	—

Holding changes this quarter

Position changes disclosed by Marcho Partners LLP for the quarter ending Q1 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SHOP	Shopify INC - Class A	+4.7%	+96.66%	Add
2	MELI	Mercadolibre INC	+4.7%	+90.86%	Add
3	VOO	Vanguard S&P 500 ETF	+3.6%	+120.37%	Add
4	SE	Sea Ltd-adr	+2.3%	+19.96%	Add
5	✓	Vy Global Growth	+0.6%	+35.63%	Add
6	✓	Opendoor Technologies INC	+0.4%	-3.69%	Trim
7	TEAM	Atlassian Corporation	—	+20.02%	Add
8	SPOT	Spotify Technology S.A.	-0.1%	+24.68%	Add
9	FTCHQ	Farfetch Ltd-class A	-0.5%	—	Unchanged
10	U	Unity Software INC	-1.1%	+48.34%	Add
11	SNAP 0.75 08-01-26	Snap INC	—	EXIT	Sold out
12	✓	Bridgetown Holdings LTD	—	EXIT	Sold out
13	✓	Bridgetown Holdings LTD	—	NEW	New buy
14	✓	Jaws Mustang Acquisition Cor	—	NEW	New buy
15	✓	Social Capital Hedosopha Hld	—	EXIT	Sold out
16	✓	Social Capital Hedosopha Hld	—	EXIT	Sold out
17	✓	Ribbit Leap LTD	—	EXIT	Sold out
18	✓	Compute Health Acquisitin Co	—	NEW	New buy
19	✓	Vector Acquisition CORP	—	NEW	New buy
20	✓	Ribbit Leap LTD	—	NEW	New buy
21	✓	Dragoneer Growth Opportun Co	—	EXIT	Sold out
22	✓	Jaws Spitfire Acquisition Co	—	EXIT	Sold out
23	✓	Catcha Investment CORP	—	NEW	New buy
24	✓	Social Capital Hedosopha Hld	—	EXIT	Sold out
25	✓	Reinvent Technology Partners	—	EXIT	Sold out
26	✓		—	NEW	New buy
27	✓	Bridgetown 2 Holdings LTD	—	NEW	New buy
28	✓	Marquee Raine Acquisition Co	—	EXIT	Sold out
29	✓	Ldh Growth CORP I	—	NEW	New buy
30	✓	Ion Acquisition CORP 2 LTD	—	NEW	New buy
31	✓	Reinvent Technology Partners	—	NEW	New buy
32	✓	Altimeter Growth CORP	—	EXIT	Sold out
33	✓	Reinvent Technology Partners	—	EXIT	Sold out
34	GRAB	Grab Holdings Limited	—	NEW	New buy
35	✓	Dragoneer Growth Oppty CORP	—	EXIT	Sold out
36	✓	Jaws Mustang Acquisition Cor	—	NEW	New buy
37	✓	Ribbit Leap LTD	—	NEW	New buy
38	✓	Compute Health Acquisitin Co	—	NEW	New buy