SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Marcho Partners LLP

CIK 0001782974 · 10 QUEEN STREET PLACE, LONDON, X0, EC4R 1BE · 011442039264800

Reported Value
$146M
Q4 2019
Positions
10
Filings on Record
26
2019–present window
Filed
Feb 12, 2020
original filing

Summary

Marcho Partners LLP reported $146M in U.S.-listed holdings across 10 positions for Q4 2019.

Its largest position, Elastic N V, represents 12.9% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+100.0%
share of reported value
Largest Position
+12.9%
Elastic N V

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $146MQ4 ’19Q1 ’20: $229MQ2 ’20: $166MQ3 ’20: $521MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.2BQ2 ’21: $1.5BQ3 ’21: $1.6BQ4 ’21: $1.4BQ4 ’21Q1 ’22: $823MQ2 ’22: $417MQ3 ’22: $444MQ4 ’22: $425MQ4 ’22Q1 ’23: $423MQ2 ’23: $438MQ3 ’23: $322MQ4 ’23: $292MQ4 ’23Q1 ’24: $340MQ2 ’24: $383MQ3 ’24: $375MQ4 ’24: $372MQ4 ’24Q1 ’25: $272MQ2 ’25: $282MQ3 ’25: $262MQ4 ’25: $165MQ4 ’25Q1 ’26: $124Mfilingsflow.com

Portfolio Composition

By security type
Other: 58.3%Common Stock: 19.0%ADR: 12.2%US DOMESTIC: 10.4%
  • Other · 58.3% · $85M
  • Common Stock · 19.0% · $28M
  • ADR · 12.2% · $18M
  • US DOMESTIC · 10.4% · $15M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
ELASTIC N VNEW+293.3K293.3K+$19M$19M
SESEA LTDNEW+442.7K442.7K+$18M$18M
PAGSEGURO DIGITAL LTDNEW+489.5K489.5K+$17M$17M
MLB1MERCADOLIBRE INCNEW+28.4K28.4K+$16M$16M
PALO ALTO NETWORKS INCNEW+13.82M13.82M+$15M$15M
SPOTIFY TECHNOLOGY S ANEW+86.0K86.0K+$13M$13M
STONECO LTDNEW+317.3K317.3K+$13M$13M
WIX COM LTDNEW+102.2K102.2K+$13M$13M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

10 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ELASTIC N VORD SHS12.89%$19M293.3K
2SESEA LTDhistory →SPONSORED ADS12.17%$18M442.7K
3PAGSEGURO DIGITAL LTDCOM CL A11.43%$17M489.5K
4MLB1MERCADOLIBRE INChistory →COM11.08%$16M28.4K
5PALO ALTO NETWORKS INCNOTE 0.750% 7/010.44%$15M13.82M
6SPOTIFY TECHNOLOGY S ASHS8.79%$13M86.0K
7STONECO LTDCOM CL A8.65%$13M317.3K
8WIX COM LTDSHS8.55%$13M102.2K
9ARCO PLATFORM LTDCOM CL A8.03%$12M265.6K
10FTCHQFARFETCH LTDhistory →ORD SH CL A7.96%$12M1.12M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$124M5May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$165M7Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$262M9Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$282M9Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$272M9May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$372M11Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$375M13Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$383M12Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$340M9May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$292M8Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$322M10Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$438M13Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$423M12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$425M13Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$444M14Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$417M12Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$823M12May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.4B12Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B17Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.5B19Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.2B25May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.1B23Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$521M14Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$166M5Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$229M10May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$146M10Feb 12, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.