SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Marcho Partners LLP

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

Reported Value
$166M
Q2 2020
Positions
5
Filings on Record
26
2019–present window
Filed
Aug 12, 2020
original filing

Summary

Marcho Partners LLP reported $166M in U.S.-listed holdings across 5 positions for Q2 2020.

The portfolio is heavily concentrated: MLB1 alone accounts for 25.9% of reported value.

Compared with Q1 2020, the fund opened 0 new positions and exited 5.

Portfolio Metrics

Turnover
+54.6%
vs prior filed quarter
Largest Position
+25.9%
Mercadolibre

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: 55.6%Common Stock: 25.9%ADR: 18.5%
  • Other · 55.6% · $92M
  • Common Stock · 25.9% · $43M
  • ADR · 18.5% · $31M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MLB1MERCADOLIBRE INCADDED+23.1K43.6K+$33M$43M
SESEA LTDADDED+148.0K286.7K+$25M$31M
SPDR S&P 500 ETF TRSOLD OUT−500.0K0−$129M$0
PALO ALTO NETWORKS INCSOLD OUT−15.82M0−$15M$0
SNAPSNAP INCSOLD OUT−1.00M0−$12M$0
WIX COM LTDSOLD OUT−75.2K0−$8M$0
FTCHQFARFETCH LTDSOLD OUT−833.2K0−$7M$0
ARCO PLATFORM LTDADDED+288.9K590.4K+$13M$26M

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

Holdings — Q2 2020

5 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MLB1MERCADOLIBRE INChistory →COM25.89%$43M43.6K
2ELASTIC N VORD SHS20.12%$33M362.6K
3SPOTIFY TECHNOLOGY S ASHS20.03%$33M128.9K
4SESEA LTDhistory →SPONSORED ADS18.50%$31M286.7K
5ARCO PLATFORM LTDCOM CL A15.45%$26M590.4K

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 ↗.