SEC 13F Intelligence

Marcho Partners LLP / SPOT

Marcho Partners LLP’s Spotify Technology S A Position

Does Marcho Partners LLP own Spotify Technology S A (SPOT)? Not currently — the last reported position was 37.2K shares worth $20M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q1 2025
Shares
37.2K
% of Portfolio
+7.52%
Quarters Held
22
position exited

Position History SPOT

Reported value by quarter
Q4 ’19: $13MQ4 ’19Q1 ’20: $12MQ2 ’20: $33MQ3 ’20: $44MQ3 ’20Q4 ’20: $70MQ1 ’21: $74MQ2 ’21: $98MQ2 ’21Q3 ’21: $100MQ4 ’21: $109MQ1 ’22: $78MQ1 ’22Q2 ’22: $38MQ3 ’22: $45MQ4 ’22: $45MQ4 ’22Q1 ’23: $45MQ2 ’23: $41MQ3 ’23: $42MQ3 ’23Q4 ’23: $37MQ1 ’24: $42MQ2 ’24: $29MQ2 ’24Q3 ’24: $22MQ4 ’24: $20MQ1 ’25: $20MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202537.2K$20M+7.52%
Q4 202444.0K$20M+5.29%
Q3 202458.4K$22M+5.74%
Q2 202493.8K$29M+7.70%
Q1 2024160.0K$42M+12.42%
Q4 2023199.3K$37M+12.82%
Q3 2023269.6K$42M+12.94%
Q2 2023253.4K$41M+9.29%
Q1 2023335.1K$45M+10.59%
Q4 2022573.5K$45M+10.65%
Q3 2022520.0K$45M+10.11%
Q2 2022409.6K$38M+9.22%
Q1 2022515.9K$78M+9.47%
Q4 2021466.3K$109M+7.89%
Q3 2021443.8K$100M+6.28%
Q2 2021355.1K$98M+6.55%
Q1 2021275.6K$74M+6.13%
Q4 2020221.0K$70M+6.26%
Q3 2020181.2K$44M+8.43%
Q2 2020128.9K$33M+20.03%
Q1 202096.0K$12M+5.10%
Q4 201986.0K$13M+8.79%

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 SPOT.