Marcho Partners LLP
CIK 1782974 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- MELI23.47%
- SHOP13.50%
- DLO12.87%
- NU10.44%
- GRAB8.25%
- TSM7.89%
- GTLB7.79%
- SPOT7.54%
- ESTC6.41%
- SE1.84%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ESTCWeight decreased · -4.52 pp10.93% → 6.41%Shares -78.38K (-24.73%)
- GTLBWeight decreased · -3.54 pp11.33% → 7.79%Shares -320.49K (-42.61%)
- DLOWeight increased · +3.02 pp9.85% → 12.87%Shares +574.06K (+14.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MELIMERCADOLIBRE INC View history and evidence | $67.04M | 23.47% | 32.67K shares | 22.13% → 23.47%+1.34 pp -11.79K (-26.51%) | Reduced | ↗▾ |
| 02 | SHOPSHOPIFY INC - CLASS ACL A View history and evidence | $38.57M | 13.50% | 481.31K shares | 12.24% → 13.50%+1.26 pp -130.60K (-21.34%) | Reduced | ↗▾ |
| 03 | DLODLOCAL LTDCLASS A COM View history and evidence | $36.74M | 12.87% | 4.59M shares | 9.85% → 12.87%+3.02 pp +574.06K (+14.28%) | Added | ↗▾ |
| 04 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $29.82M | 10.44% | 2.18M shares | 9.53% → 10.44%+0.91 pp -256.91K (-10.52%) | Reduced | ↗▾ |
| 05 | GRABGRAB HOLDINGS LTD - CL ACLASS A ORD View history and evidence | $23.58M | 8.25% | 6.20M shares | 9.47% → 8.25%-1.22 pp -2.60M (-29.56%) | Reduced | ↗▾ |
| 06 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $22.53M | 7.89% | 129.71K shares | 5.61% → 7.89%+2.28 pp +23.07K (+21.63%) | Added | ↗▾ |
| 07 | GTLBGITLAB INC-CL ACLASS A COM View history and evidence | $22.25M | 7.79% | 431.67K shares | 11.33% → 7.79%-3.54 pp -320.49K (-42.61%) | Reduced | ↗▾ |
| 08 | SPOTSPOTIFY TECHNOLOGY SASHS View history and evidence | $21.52M | 7.54% | 58.40K shares | 8.92% → 7.54%-1.38 pp -35.43K (-37.76%) | Reduced | ↗▾ |
| 09 | ESTCELASTIC NVORD SHS View history and evidence | $18.31M | 6.41% | 238.54K shares | 10.93% → 6.41%-4.52 pp -78.38K (-24.73%) | Reduced | ↗▾ |
| 10 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $5.25M | 1.84% | 55.68K shares | Prior unavailable +55.68K | New | ↗▾ |
Options overlay 3
$89.36M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | Put | 90.00K | $43.93M | +40.00K (+80.00%) | ▾ |
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 75.00K | $43.03M | +25.00K (+50.00%) | ▾ |
DLODLOCAL LTDCLASS A COM View history and evidence | Call | 300.00K | $2.40M | +150.00K (+100.00%) | ▾ |
3 / 3 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1782974 · Period Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Nov 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 374975944
}Take these holdings further.
This page includes 13 of 13 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 13 of 13 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1782974","quarter":"2024Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1782974","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.