Marcho Partners’s dLocal DLO Stock Holding History

Marcho Partners’s Portfolio DLO Stock Details DLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300,000	Closed	-$3.38M	–	10
2024 Q4	$3.38M	Hold	300,000	–	–	0.91%	11
2024 Q3	$2.4M	Buy	300,000 +150,000	+100%	+$1.22M	0.64%	13
2024 Q2	$1.21M	Buy	+150,000	New	+$1.76M	0.32%	12
2023 Q3	–	Sell	-2,741,400	Closed	-$33.5M	–	11
2023 Q2	$33.5M	Buy	+2,741,400	New	+$36.2M	7.64%	7

Other funds holding DLO

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Marcho Partners's DLO Position: Q1 2025 in Review

Marcho Partners sold out of dLocal (DLO) in Q1 2025, closing a stake of 2,684,443 shares — an estimated $30.2M sold.

Marcho Partners first reported a position in DLO in Q2 2023 and held it in 7 quarters. The position peaked at $43.2M in Q1 2024. 96 funds tracked by Wall St. Rank hold DLO as of Q1 2025.

Marcho Partners reported no remaining dLocal position as of Q1 2025 after selling out during the quarter.
Marcho Partners sold 2,684,443 dLocal shares in Q1 2025, an estimated $30.2M.
Marcho Partners first reported a position in dLocal in Q2 2023 and held it in 7 quarters.
Marcho Partners's dLocal position peaked at $43.2M in Q1 2024.
96 funds tracked by Wall St. Rank held dLocal as of Q1 2025.

Based on Marcho Partners's 13F filing for Q1 2025, filed 13 May 2025.