- New Purchases: CZOO, SPIR, RKLB, MEKA,
- Added Positions: WIX, APP, SPOT, FTCH, SE, SHOP, AGC,
- Reduced Positions: MELI, ESTC, U,
- Sold Out: LEAP, VYGG, BTWN, BTNB, LDHAU, CHAA, IACC,
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- AppLovin Corp (APP) - 3,326,422 shares, 16.13% of the total portfolio. Shares added by 39.81%
- Shopify Inc (SHOP) - 131,219 shares, 11.92% of the total portfolio. Shares added by 2.30%
- MercadoLibre Inc (MELI) - 104,756 shares, 11.79% of the total portfolio. Shares reduced by 18.59%
- Wix.com Ltd (WIX) - 883,266 shares, 11.60% of the total portfolio. Shares added by 67.79%
- Elastic NV (ESTC) - 1,130,295 shares, 11.28% of the total portfolio. Shares reduced by 6.36%
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.
Here is the complete portfolio of Marcho Partners LLP. Also check out:
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