Investor

Marcho Partners LLP

Portfolio Total Value

$310,647,000.00

Number of Stocks

10

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
MELI $73,173,000.0 25.03%
Added 31.71%
43,032 $1,700.44 $1,635.15
Reduced 3.84%
$1,324.99 $2,161.73
TSM $44,105,000.0 15.09%
Added 72.18%
223,331 $197.49 $462.12
Added 134.0%
$112.61 $224.08
NU $36,677,000.0 12.55%
Added 62.03%
3,540,289 $10.36 $12.71
Added 22.68%
$8.51 $16.15
DLO $30,226,000.0 10.34%
Reduced 41.56%
2,684,443 $11.26 $12.79
Added 13.59%
$6.58 $18.27
SHOP $29,129,000.0 9.96%
Reduced 43.08%
273,956 $106.33 $108.85
Added 2.37%
$48.56 $120.72
GRAB $23,300,000.0 7.97%
Reduced 20.44%
4,936,577 $4.72 $3.57
Reduced 24.36%
$2.98 $5.72
GTLB $21,679,000.0 7.42%
Reduced 10.88%
384,723 $56.35 $26.56
Reduced 52.87%
$40.72 $78.53
SPOT $19,697,000.0 6.74%
Reduced 24.61%
44,028 $447.38 $468.08
Added 4.63%
$209.18 $510.84
ESTC $18,310,000.0 6.41%
No Change
238,541 $76.76 $58.97
Reduced 23.18%
$69.0 $136.06
SE $14,351,000.0 4.91%
Added 142.95%
135,268 $106.1 $91.28
Reduced 13.97%
$38.11 $119.47

Put Options

Stock Options % Change
QQQ 150,000 Added 66.67%
SPY 75,000 0.0%

Call Options

Stock Options % Change
DLO 300,000 0.0%