SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Marcho Partners LLP

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

Reported Value
$1.2B
Q1 2021
Positions
25
Filings on Record
26
2019–present window
Filed
May 14, 2021
original filing

Summary

Marcho Partners LLP reported $1.2B in U.S.-listed holdings across 25 positions for Q1 2021.

Its largest position, MLB1, represents 13.2% of the portfolio.

Compared with Q4 2020, the fund opened 15 new positions and exited 13.

Portfolio Metrics

Turnover
+42.7%
vs prior filed quarter
Top-10 Concentration
+77.6%
share of reported value
Largest Position
+13.2%
Mercadolibre
New / Exited
15 / 13
positions this quarter

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: 53.3%Common Stock: 34.6%ADR: 12.1%
  • Other · 53.3% · $642M
  • Common Stock · 34.6% · $417M
  • ADR · 12.1% · $146M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRIDGETOWN HOLDINGS LTDNEW+5.63M5.63M+$61M$61M
JAWS MUSTANG ACQUISITION CORNEW+5.50M5.50M+$54M$54M
COMPUTE HEALTH ACQUISITIN CONEW+3.95M3.95M+$39M$39M
VECTOR ACQUISITION CORPNEW+3.20M3.20M+$38M$38M
RIBBIT LEAP LTDNEW+2.90M2.90M+$32M$32M
CATCHA INVESTMENT CORPNEW+2.70M2.70M+$27M$27M
TRIBE CAPITAL GROWTH CORP INEW+2.40M2.40M+$24M$24M
BRIDGETOWN 2 HOLDINGS LTDNEW+2.25M2.25M+$23M$23M

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

Holdings — Q1 2021

22 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MLB1MERCADOLIBRE INChistory →COM13.21%$159M108.1K
2SESEA LTDhistory →SPONSORD ADS12.13%$146M655.0K
3SHOPSHOPIFY INChistory →CL A10.81%$130M117.7K
4ELASTIC N VORD SHS10.32%$124M1.12M
5UUNITY SOFTWARE INChistory →COM8.91%$107M1.07M
6SPOTIFY TECHNOLOGY S ASHS6.13%$74M275.6K
7BRIDGETOWN HOLDINGS LTDCOM CL A5.06%$61M5.63M
8JAWS MUSTANG ACQUISITION CORSHS CL A · *W EXP 01/30/2024.64%$56M6.88M
9COMPUTE HEALTH ACQUISITIN COCOM CL A · *W EXP 01/25/2023.32%$40M4.81M
10VY GLOBAL GROWTHCOM CL A3.27%$39M3.90M
11VECTOR ACQUISITION CORPCOM CL A3.14%$38M3.20M
12OPENDOOR TECHNOLOGIES INC*W EXP 12/18/2022.93%$35M3.46M
13RIBBIT LEAP LTDSHS CL A · *W EXP 09/09/2022.76%$33M3.36M
14CATCHA INVESTMENT CORPUNIT 99/99/99992.23%$27M2.70M
15TRIBE CAPITAL GROWTH CORP IUNIT 02/24/20262.00%$24M2.40M
16BRIDGETOWN 2 HOLDINGS LTDCL A1.91%$23M2.25M
17LDH GROWTH CORP IUNIT 03/17/20261.68%$20M2.00M
18FTCHQFARFETCH LTDhistory →ORD SH CL A1.65%$20M374.7K
19ATLASSIAN CORP PLCCL A1.42%$17M81.0K
20ION ACQUISITION CORP 2 LTDUNIT 99/99/99991.18%$14M1.40M
21REINVENT TECHNOLOGY PARTNERSUNIT 03/12/20260.96%$12M1.15M
22ALTIMETER GROWTH CORPCL A0.34%$4M347.9K

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 ↗.