MARCHO PARTNERS LLP Holdings
MARCHO PARTNERS LLP is an investment fund managing more than 444.04M US dollars. The largest holdings include MercadoLibre, COINBASE GLOBAL and Elastic N.V.. In Q3 2022 the fund bought assets of total value of 25.03M US dollars and sold assets of total value of 14.19M US dollars.
MARCHO PARTNERS LLP portfolio value:
MARCHO PARTNERS LLP quarter portfolio value change:
MARCHO PARTNERS LLP 1 year portfolio value change:
MARCHO PARTNERS LLP portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2020 | 10697000 | 57194000 |
| Q2 2020 | 107684000 | 26057000 |
| Q4 2020 | 422784000 | 37653000 |
| Q1 2021 | 529201000 | 120909000 |
| Q2 2021 | 601680000 | 402991000 |
| Q3 2021 | 179500000 | 50740000 |
| Q4 2021 | 274240000 | 485422000 |
| Q1 2022 | -123466000 | 405999000 |
| Q2 2022 | -97975000 | 336793000 |
| Q3 2022 | 25025000 | 14193000 |
MARCHO PARTNERS LLP 13F holdings
| Stock |
|---|
| Portfolio share: 12.68% Portfolio value: 56.28M Avg. open price: $1,413.78 Current price: $881.9 P/L: -37.62% Sold -13.02% shares Q3 2022 |
| Portfolio share: 11.41% Portfolio value: 50.67M Avg. open price: N/A Current price: N/A P/L: N/A Sold -14.44% shares Q3 2022 |
| Portfolio share: 11.05% Portfolio value: 49.08M Avg. open price: $121.33 Current price: $52.35 P/L: -56.85% Bought +32.50% shares Q3 2022 |
| Portfolio share: 10.75% Portfolio value: 47.74M Avg. open price: $694.02 Current price: $40.79 P/L: -94.12% Bought +9.14% shares Q3 2022 |
| Portfolio share: 10.11% Portfolio value: 44.87M Avg. open price: $219.88 Current price: $78.31 P/L: -64.38% Bought +26.96% shares Q3 2022 |
| Portfolio share: 9.90% Portfolio value: 43.96M Avg. open price: $115.99 Current price: $38.08 P/L: -67.17% Bought +2.25% shares Q3 2022 |
| Portfolio share: 8.44% Portfolio value: 37.46M Avg. open price: $89.21 Current price: $38.33 P/L: -57.03% Sold -25.96% shares Q3 2022 |
| Portfolio share: 8.22% Portfolio value: 36.49M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q2 2021 |
| Portfolio share: 5.16% Portfolio value: 22.93M Avg. open price: N/A Current price: N/A P/L: N/A Bought +150.00% shares Q2 2022 |
| Portfolio share: 3.96% Portfolio value: 17.6M Avg. open price: $109.6 Current price: $59.02 P/L: -46.15% Bought +32.63% shares Q3 2022 |
| Portfolio share: 3.40% Portfolio value: 15.08M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
| Portfolio share: 2.55% Portfolio value: 11.30M Avg. open price: N/A Current price: $3.1 P/L: N/A N/A Q3 2022 |
| Portfolio share: 2.06% Portfolio value: 9.14M Avg. open price: $7.72 Current price: $0.26 P/L: -96.58% Sold -3.33% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 1.36M Avg. open price: $50.97 Current price: $5.44 P/L: -89.33% Bought +1.66% shares Q3 2022 |
Showing TOP 14 MARCHO PARTNERS LLP's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of MARCHO PARTNERS LLP?
The biggest position of the MARCHO PARTNERS LLP is MercadoLibre, Inc. (MELI) with 12.68% portfolio share worth of 56.29M US dollars.
Top 5 MARCHO PARTNERS LLP's holdings represent 56% of the portfolio:
- MercadoLibre, Inc. (MELI) – 12.68%
- COINBASE GLOBAL INC () – 11.41%
- Elastic N.V. (ESTC) – 11.05%
- Shopify Inc. (SHOP) – 10.75%
- Spotify Technology S.A. (SPOT) – 10.11%
Who is the portfolio manager of MARCHO PARTNERS LLP?
The portfolio manager of the MARCHO PARTNERS LLP is .
What is the total asset value of the MARCHO PARTNERS LLP portfolio?
MARCHO PARTNERS LLP total asset value (portfolio value) is 444.04M US dollars.
Who is ?
is the portfolio manager of the MARCHO PARTNERS LLP.
What is (MARCHO PARTNERS LLP) fund performance?
MARCHO PARTNERS LLP's quarterly performance is -3.08%, annualy -63.84%.
What is the MARCHO PARTNERS LLP CIK?
MARCHO PARTNERS LLP's Central Index Key is 0001782974 .