Marcho Partners LLP — Q2 2021 13F 持股

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

CIK: 0001782974

申报总市值

US$1.2亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MELI	Mercadolibre INC	股票-周期性消费	13.43%	+8.64%	+19.00%
2	SHOP	Shopify INC - Class A	股票-科技	12.55%	+2.13%	+8.96%
3	APP	Applovin Corp-class A	股票-科技	11.98%	—	—
4	VOO	Vanguard S&P 500 ETF	ETF-大型股与成长	11.78%	—	+7.91%
5	WIX	Wix.com Ltd.	股票-科技	10.23%	—	—
6	U	Unity Software INC	股票-科技	9.03%	—	+14.62%
7	FTCHF 3.75 05-01-27	Farfetch LTD	股票-其他	8.73%	—	—
8	SE	Sea Ltd-adr	股票-通信服务	7.54%	-0.73%	-37.39%
9	SPOT	Spotify Technology S.A.	股票-通信服务	6.55%	—	+28.87%
10	FTCHQ	Farfetch Ltd-class A	股票-其他	5.28%	—	+317.41%
11	GRAB	Grab Holdings Limited	股票-科技	0.52%	—	+90.82%
12	✓	Ribbit Leap LTD	股票-其他	0.36%	—	-82.76%
13	✓	Bridgetown 2 Holdings LTD	股票-其他	0.34%	—	-77.78%
14	✓	Bridgetown Holdings LTD	股票-其他	0.34%	—	-91.11%
15	✓	Ldh Growth CORP I	股票-其他	0.33%	—	-74.94%
16	✓	Vy Global Growth	股票-其他	0.33%	—	-87.18%
17	✓	Ion Acquisitio-a	股票-其他	0.33%	—	—
18	✓	Catcha Investment CORP	股票-其他	0.32%	—	—
19	✓	Grab Holdings Limited	股票-其他	0.02%	—	—

Marcho Partners LLP 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MELI	Mercadolibre INC	—	EXIT	清仓
2	SE	Sea Ltd-adr	—	EXIT	清仓
3	SHOP	Shopify INC - Class A	—	EXIT	清仓
4	VOO	Vanguard S&P 500 ETF	—	EXIT	清仓
5	U	Unity Software INC	—	EXIT	清仓
6	SPOT	Spotify Technology S.A.	—	EXIT	清仓
7	✓	Bridgetown Holdings LTD	—	EXIT	清仓
8	✓	Jaws Mustang Acquisition Cor	—	EXIT	清仓
9	✓	Vy Global Growth	—	EXIT	清仓
10	✓	Compute Health Acquisitin Co	—	EXIT	清仓
11	✓	Vector Acquisition CORP	—	EXIT	清仓
12	✓	Opendoor Technologies INC	—	EXIT	清仓
13	✓	Ribbit Leap LTD	—	EXIT	清仓
14	✓	Catcha Investment CORP	—	EXIT	清仓
15	✓		—	EXIT	清仓
16	✓	Bridgetown 2 Holdings LTD	—	EXIT	清仓
17	✓	Ldh Growth CORP I	—	EXIT	清仓
18	FTCHQ	Farfetch Ltd-class A	—	EXIT	清仓
19	TEAM	Atlassian Corporation	—	EXIT	清仓
20	✓	Ion Acquisition CORP 2 LTD	—	EXIT	清仓
21	✓	Reinvent Technology Partners	—	EXIT	清仓
22	GRAB	Grab Holdings Limited	—	EXIT	清仓
23	✓	Jaws Mustang Acquisition Cor	—	EXIT	清仓
24	✓	Ribbit Leap LTD	—	EXIT	清仓
25	✓	Compute Health Acquisitin Co	—	EXIT	清仓