Marcho Partners LLP’s Unity Software Inc Position
Does Marcho Partners LLP own Unity Software Inc (U)? Not currently — the last reported position was 1.09M shares worth $47M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$47M
Q2 2023
Shares
1.09M
% of Portfolio
+10.79%
Quarters Held
12
position exited
Position History U
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 1.09M | $47M | +10.79% |
| Q1 2023 | 1.89M | $61M | +14.50% |
| Q4 2022 | 1.60M | $46M | +10.79% |
| Q3 2022 | 1.38M | $44M | +9.90% |
| Q2 2022 | 1.35M | $50M | +11.92% |
| Q1 2022 | 753.1K | $75M | +9.08% |
| Q4 2021 | 500.1K | $72M | +5.17% |
| Q3 2021 | 1.20M | $151M | +9.50% |
| Q2 2021 | 1.23M | $135M | +9.03% |
| Q1 2021 | 1.07M | $107M | +8.91% |
| Q4 2020 | 721.6K | $111M | +9.97% |
| Q3 2020 | 520.0K | $45M | +8.71% |
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 U.