Marcho Partners LLP — Q2 2021 13F Holdings

Name: Marcho Partners LLP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001782974

Total reported value

$123.8M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MELI	Mercadolibre INC	Stock-Consumer Disc	13.43%	+8.64%	+19.00%
2	SHOP	Shopify INC - Class A	Stock-Tech	12.55%	+2.13%	+8.96%
3	APP	Applovin Corp-class A	Stock-Tech	11.98%	—	—
4	VOO	Vanguard S&P 500 ETF	ETF-Large Cap & Growth	11.78%	—	+7.91%
5	WIX	Wix.com Ltd.	Stock-Tech	10.23%	—	—
6	U	Unity Software INC	Stock-Tech	9.03%	—	+14.62%
7	FTCHF 3.75 05-01-27	Farfetch LTD	Stock-Other	8.73%	—	—
8	SE	Sea Ltd-adr	Stock-Comm Services	7.54%	-0.73%	-37.39%
9	SPOT	Spotify Technology S.A.	Stock-Comm Services	6.55%	—	+28.87%
10	FTCHQ	Farfetch Ltd-class A	Stock-Other	5.28%	—	+317.41%
11	GRAB	Grab Holdings Limited	Stock-Tech	0.52%	—	+90.82%
12	✓	Ribbit Leap LTD	Stock-Other	0.36%	—	-82.76%
13	✓	Bridgetown 2 Holdings LTD	Stock-Other	0.34%	—	-77.78%
14	✓	Bridgetown Holdings LTD	Stock-Other	0.34%	—	-91.11%
15	✓	Ldh Growth CORP I	Stock-Other	0.33%	—	-74.94%
16	✓	Vy Global Growth	Stock-Other	0.33%	—	-87.18%
17	✓	Ion Acquisitio-a	Stock-Other	0.33%	—	—
18	✓	Catcha Investment CORP	Stock-Other	0.32%	—	—
19	✓	Grab Holdings Limited	Stock-Other	0.02%	—	—

Position changes disclosed by Marcho Partners LLP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MELI	Mercadolibre INC	—	EXIT	Sold out
2	SE	Sea Ltd-adr	—	EXIT	Sold out
3	SHOP	Shopify INC - Class A	—	EXIT	Sold out
4	VOO	Vanguard S&P 500 ETF	—	EXIT	Sold out
5	U	Unity Software INC	—	EXIT	Sold out
6	SPOT	Spotify Technology S.A.	—	EXIT	Sold out
7	✓	Bridgetown Holdings LTD	—	EXIT	Sold out
8	✓	Jaws Mustang Acquisition Cor	—	EXIT	Sold out
9	✓	Vy Global Growth	—	EXIT	Sold out
10	✓	Compute Health Acquisitin Co	—	EXIT	Sold out
11	✓	Vector Acquisition CORP	—	EXIT	Sold out
12	✓	Opendoor Technologies INC	—	EXIT	Sold out
13	✓	Ribbit Leap LTD	—	EXIT	Sold out
14	✓	Catcha Investment CORP	—	EXIT	Sold out
15	✓		—	EXIT	Sold out
16	✓	Bridgetown 2 Holdings LTD	—	EXIT	Sold out
17	✓	Ldh Growth CORP I	—	EXIT	Sold out
18	FTCHQ	Farfetch Ltd-class A	—	EXIT	Sold out
19	TEAM	Atlassian Corporation	—	EXIT	Sold out
20	✓	Ion Acquisition CORP 2 LTD	—	EXIT	Sold out
21	✓	Reinvent Technology Partners	—	EXIT	Sold out
22	GRAB	Grab Holdings Limited	—	EXIT	Sold out
23	✓	Jaws Mustang Acquisition Cor	—	EXIT	Sold out
24	✓	Ribbit Leap LTD	—	EXIT	Sold out
25	✓	Compute Health Acquisitin Co	—	EXIT	Sold out