Marcho Partners as of June 30, 2022
Portfolio Holdings for Marcho Partners
Marcho Partners holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gitlab Class A Com (GTLB) | 12.6 | $53M | 988k | 53.14 | |
| Shopify Cl A (SHOP) | 12.2 | $51M | 1.6M | 31.24 | |
| Coinbase Global Note 0.500% 6/0 (Principal) | 12.0 | $50M | 90M | 0.55 | |
| MercadoLibre (MELI) | 11.9 | $50M | 78k | 636.87 | |
| Unity Software (U) | 11.9 | $50M | 1.3M | 36.82 | |
| Spotify Technology S A SHS (SPOT) | 9.2 | $38M | 410k | 93.83 | |
| Farfetch Note 3.750% 5/0 (Principal) | 8.5 | $36M | 40M | 0.89 | |
| Elastic N V Ord Shs (ESTC) | 8.4 | $35M | 516k | 67.67 | |
| Block Note 0.125% 3/0 (Principal) | 5.6 | $23M | 25M | 0.94 | |
| Sea Sponsord Ads (SE) | 3.8 | $16M | 237k | 66.86 | |
| Cazoo Group | 3.6 | $15M | 21M | 0.72 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.3 | $1.3M | 180k | 7.16 |
