Marcho Partners LLP Buys Wix.com, AppLovin Corp, Cazoo Group, Sells Ribbit LEAP, Vy Global Growth, Bridgetown Holdings

Investment company Marcho Partners LLP (Current Portfolio) buys Wix.com, AppLovin Corp, Cazoo Group, Spire Global Inc, Spotify Technology SA, sells Ribbit LEAP, Vy Global Growth, Bridgetown Holdings, Bridgetown 2 Holdings, LDH Growth Corp I during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Marcho Partners LLP. As of 2021Q3, Marcho Partners LLP owns 16 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Marcho Partners LLP's stock buys and sells, go to https://www.gurufocus.com/guru/marcho+partners+llp/current-portfolio/portfolio

These are the top 5 holdings of Marcho Partners LLP
  1. AppLovin Corp (APP) - 3,326,422 shares, 16.13% of the total portfolio. Shares added by 39.81%
  2. Shopify Inc (SHOP) - 131,219 shares, 11.92% of the total portfolio. Shares added by 2.30%
  3. MercadoLibre Inc (MELI) - 104,756 shares, 11.79% of the total portfolio. Shares reduced by 18.59%
  4. Wix.com Ltd (WIX) - 883,266 shares, 11.60% of the total portfolio. Shares added by 67.79%
  5. Elastic NV (ESTC) - 1,130,295 shares, 11.28% of the total portfolio. Shares reduced by 6.36%
New Purchase: Cazoo Group Ltd (CZOO)

Marcho Partners LLP initiated holding in Cazoo Group Ltd. The purchase prices were between $7.77 and $9.58, with an estimated average price of $9. The stock is now traded at around $9.140000. The impact to a portfolio due to this purchase was 2.23%. The holding were 4,290,428 shares as of 2021-09-30.

New Purchase: Spire Global Inc (SPIR)

Marcho Partners LLP initiated holding in Spire Global Inc. The purchase prices were between $0 and $18.45, with an estimated average price of $9.25. The stock is now traded at around $5.500100. The impact to a portfolio due to this purchase was 2.1%. The holding were 2,500,000 shares as of 2021-09-30.

New Purchase: Rocket Lab USA Inc (RKLB)

Marcho Partners LLP initiated holding in Rocket Lab USA Inc. The purchase prices were between $9.96 and $20.72, with an estimated average price of $14.04. The stock is now traded at around $15.215000. The impact to a portfolio due to this purchase was 0.54%. The holding were 500,000 shares as of 2021-09-30.

New Purchase: MELI Kaszek Pioneer Corp (MEKA)

Marcho Partners LLP initiated holding in MELI Kaszek Pioneer Corp. The purchase prices were between $11.05 and $11.15, with an estimated average price of $11.1. The stock is now traded at around $12.900000. The impact to a portfolio due to this purchase was 0.02%. The holding were 25,000 shares as of 2021-09-30.

Added: Wix.com Ltd (WIX)

Marcho Partners LLP added to a holding in Wix.com Ltd by 67.79%. The purchase prices were between $193.88 and $304.71, with an estimated average price of $248.11. The stock is now traded at around $203.980000. The impact to a portfolio due to this purchase was 4.69%. The holding were 883,266 shares as of 2021-09-30.

Added: AppLovin Corp (APP)

Marcho Partners LLP added to a holding in AppLovin Corp by 39.81%. The purchase prices were between $55.88 and $79.47, with an estimated average price of $68.2. The stock is now traded at around $98.360000. The impact to a portfolio due to this purchase was 4.59%. The holding were 3,326,422 shares as of 2021-09-30.

Added: Spotify Technology SA (SPOT)

Marcho Partners LLP added to a holding in Spotify Technology SA by 24.98%. The purchase prices were between $205.08 and $268.63, with an estimated average price of $236.42. The stock is now traded at around $273.990000. The impact to a portfolio due to this purchase was 1.34%. The holding were 443,784 shares as of 2021-09-30.

Added: Farfetch Ltd (FTCH)

Marcho Partners LLP added to a holding in Farfetch Ltd by 22.01%. The purchase prices were between $36.9 and $50.66, with an estimated average price of $44.38. The stock is now traded at around $37.960000. The impact to a portfolio due to this purchase was 0.86%. The holding were 1,908,471 shares as of 2021-09-30.

Added: Altimeter Growth Corp (AGC)

Marcho Partners LLP added to a holding in Altimeter Growth Corp by 27.52%. The purchase prices were between $10.2 and $11.64, with an estimated average price of $10.67. The stock is now traded at around $15.300000. The impact to a portfolio due to this purchase was 0.13%. The holding were 846,597 shares as of 2021-09-30.

Sold Out: Ribbit LEAP Ltd (LEAP)

Marcho Partners LLP sold out a holding in Ribbit LEAP Ltd. The sale prices were between $9.96 and $10.87, with an estimated average price of $10.27.

Sold Out: Bridgetown Holdings Ltd (BTWN)

Marcho Partners LLP sold out a holding in Bridgetown Holdings Ltd. The sale prices were between $9.71 and $10.16, with an estimated average price of $9.87.

Sold Out: LDH Growth Corp I (LDHAU)

Marcho Partners LLP sold out a holding in LDH Growth Corp I. The sale prices were between $9.8 and $10, with an estimated average price of $9.93.

Sold Out: Vy Global Growth (VYGG)

Marcho Partners LLP sold out a holding in Vy Global Growth. The sale prices were between $9.7 and $10.02, with an estimated average price of $9.82.

Sold Out: Bridgetown 2 Holdings Ltd (BTNB)

Marcho Partners LLP sold out a holding in Bridgetown 2 Holdings Ltd. The sale prices were between $9.82 and $10.25, with an estimated average price of $9.97.

Sold Out: ION Acquisition Corp 3 Ltd (IACC)

Marcho Partners LLP sold out a holding in ION Acquisition Corp 3 Ltd. The sale prices were between $9.66 and $9.89, with an estimated average price of $9.74.



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