SEC 13F Intelligence

Marcho Partners LLP / ESTC

Marcho Partners LLP’s Elastic N V Position

Does Marcho Partners LLP own Elastic N V (ESTC)? Not currently — the last reported position was 238.5K shares worth $18M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q3 2024
Shares
238.5K
% of Portfolio
+4.88%
Quarters Held
19
position exited

Position History ESTC

Reported value by quarter
Q4 ’19: $19MQ4 ’19Q1 ’20: $18MQ2 ’20: $33MQ3 ’20: $46MQ3 ’20Q4 ’20: $74MQ1 ’21: $124MQ2 ’21: $176MQ2 ’21Q3 ’21: $168MQ4 ’21: $148MQ2 ’22: $35MQ2 ’22Q3 ’22: $49MQ4 ’22: $54MQ1 ’23: $45MQ1 ’23Q2 ’23: $35MQ3 ’23: $46MQ4 ’23: $35MQ4 ’23Q1 ’24: $34MQ2 ’24: $36MQ3 ’24: $18MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024238.5K$18M+4.88%
Q2 2024316.9K$36M+9.44%
Q1 2024340.9K$34M+10.06%
Q4 2023313.8K$35M+12.11%
Q3 2023561.5K$46M+14.15%
Q2 2023553.6K$35M+8.10%
Q1 2023773.0K$45M+10.59%
Q4 20221.05M$54M+12.69%
Q3 2022684.2K$49M+11.05%
Q2 2022516.4K$35M+8.38%
Q4 20211.20M$148M+10.72%
Q3 20211.13M$168M+10.57%
Q2 20211.21M$176M+11.78%
Q1 20211.12M$124M+10.32%
Q4 2020507.6K$74M+6.68%
Q3 2020429.7K$46M+8.89%
Q2 2020362.6K$33M+20.12%
Q1 2020320.1K$18M+7.81%
Q4 2019293.3K$19M+12.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marcho Partners LLP’s full portfolio or all institutional holders of ESTC.